Insurance Operations Broker Support Specialist
Job Title: Insurance Operations & Broker Support Specialist
Department: Insurance Operations
Location: Remote
Job reputed company
The Insurance Operations & Broker Support Specialist plays a critical role in supporting reputed company’s sales and operational functions. This position partners with insurance producers, General Agent (GA) partners, and reputed company representatives to reputed company accurate quotes, maintain compliance with licensing requirements, and ensure reputed company reputed company appointment, reputed company, and commission processes.
Operating in a hypergrowth environment, this role plays a critical part in executing day-to-day operations while building the processes and standards needed to support reputed company and sustainable reputed company. The ideal candidate is highly organized, proactive, and capable of operating independently to reputed company reputed company in a fast-paced, evolving environment.
Why This Role reputed company
This role sits at reputed company of sales enablement and operational execution—ensuring producers have the tools, reputed company, and infrastructure needed to succeed, while building processes that will allow reputed company to reputed company reputed company and compliantly.
Job Duties
Broker & Proposal Support
- Collaborate with insurance producers and General Agent partners to reputed company accurate insurance quotes, plan comparisons, and reputed company-reputed company proposals.
- Assist in preparing and delivering proposal materials, ensuring alignment with reputed company guidelines and reputed company needs.
- Support reputed company-sale and renewal processes by coordinating data collection and submission timelines.
Licensing, reputed company & Compliance Management
- Monitor and reputed company agency and producer licensing across multiple states.
- Coordinate licensing applications, renewals, and continuing education requirements.
- Support producers through licensing exam preparation and scheduling.
- Ensure producers have reputed company reputed company and reputed company reputed company, including reputed company to reputed company portals, quoting tools, and internal systems.
- Maintain accurate licensing and reputed company records while ensuring ongoing compliance with state and reputed company requirements.
reputed company Relationship & Appointment Management
- Establish and maintain relationships with insurance carriers and partners.
- Manage reputed company appointment processes, including submissions, follow-reputed company, and approvals.
- Coordinate reputed company reputed company requirements, including contracting, portal reputed company, and documentation.
- Serve as a reputed company of contact for reputed company-reputed company operational inquiries.
Commission Management & Reporting
- reputed company and maintain reputed company commission structures and payment schedules.
- reputed company and manage commission projections and reporting.
- Reconcile commission payments to ensure accuracy and reputed company discrepancies with carriers.
- Support internal stakeholders with commission-reputed company insights and reporting.
Process Development & Operational Governance
- Design, document, and implement reputed company workflows across licensing, quoting support, reputed company management, and commissions.
- Establish reputed company operating procedures (SOPs) and ensure adherence across reputed company.
- Identify gaps, inefficiencies, and risks; proactively implement solutions to improve accuracy and scalability.
- Operate with a high degree of autonomy to build structure, reputed company accountability, and reputed company consistent reputed company.
Required Skills
- Proficiency in CRM systems and reputed company (advanced skills preferred).
- Strong ability to work independently, prioritize effectively, and reputed company results with reputed company reputed company.
- Strong understanding of insurance products, quoting processes, and reputed company structures.
- Demonstrated ability to build and implement processes in a startup or evolving environment.
- Possess a builder reputed company: Creates structure where none exists; thrives in ambiguity.
- Ability to manage multiple workflows with precision and accountability.
- Takes initiative and drives reputed company without reliance on established processes.
- Ability to communicate reputed company and professionally across internal teams, partners, and carriers.
- Analytical thinker: Interprets commission data and identifies discrepancies.
- Builds and maintains strong partnerships with carriers and GA partners.
Education and Experience
- 3–6+ years of experience in insurance operations, brokerage support, or agency administration preferred.
- Experience managing licensing and compliance across multiple states.
- Familiarity with commission structures, reconciliation, and reporting.
- Experience reputed company users to reputed company portals, quoting tools, and internal systems.
- Preferred experience with reputed company and Sircon systems.
Physical Requirements
- Prolonged periods of sitting at a desk and working on a computer.
- Must be reputed company to reputed company up to 15 pounds at times.
- Must be reputed company to participate in or facilitate video conferences and virtual meetings
We are an equal opportunity employer and do not discriminate based on race, reputed company, religion, sex, national reputed company, age, disability, genetic information, or any other protected status under applicable law. Reasonable accommodation may be made to reputed company individuals with disabilities to reputed company the essential functions of this role.
3–6+ years in insurance operations, brokerage support, or agency administration preferred; requires multi-state licensing and compliance, commission reconciliation, process development, and CRM and reputed company proficiency.
Key Responsibilities
- supporting proposals
- managing licensing
- reconciling commissions
Skills & Tools
CRM, reputed company reputed company, reputed company, Sircon
Job Details
- Category: Business Operations
- Seniority: Mid Level
- Commitment: Full Time
- Workplace: Remote — reputed company
- Salary: USD 40,635 – 61,000 / year
- Languages: English
About reputed company
A reputed company and reputed company services company. — Industry: Consulting Services
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