Operations Support Analyst

Job Summary

Seeking a highly motivated and detail-oriented Operations Support Analyst to join a team. The ideal candidate will play a critical role in supporting key operational systems, reporting, vendor oversight, and process improvement initiatives. This position involves developing training materials, maintaining accurate workflows, and assisting with cross-departmental projects. The role requires a high level of trust and professionalism, as it involves handling sensitive operational data, user permissions, and confidential information.

Compensation Package

• A market-competitive salary
• Comprehensive health, dental, and vision insurance
• Paid time off and holidays
• Professional development opportunities

Responsibilities

• Learn and support internal systems, serving as a resource for staff.
• Test, validate, and document system changes and automation rules.
• Identify operational gaps and recommend process improvements.
• Maintain internal forms, workflow tools, and documentation.
• Develop and update Standard Operating Procedures (SOPs), FAQs, guides, checklists, and training videos.
• Provide onboarding and ongoing training for staff as workflows and systems evolve.
• Prepare and validate recurring operational reports with accuracy.
• Analyze data trends and identify gaps to improve operational efficiency.
• Serve as the primary contact for operational vendors, including training, monitoring, and auditing vendor work.
• Review vendor performance metrics and escalate issues as needed.
• Support cross-departmental initiatives involving underwriting, service, IT, and other teams.
• Coordinate project tasks, including testing, documentation, and feedback.
• Lead smaller initiatives or assist with larger operational projects.
• Handle sensitive information with professionalism, ensuring confidentiality and adherence to security standards.
• Maintain user permissions and safeguard operational data.

Qualifications/Requirements

• Proven experience in operations, systems support, or business analysis.
• Proficiency in Microsoft Excel; familiarity with Power BI is a plus.
• Strong ability to learn new systems quickly and troubleshoot effectively.
• Excellent written and verbal communication skills.
• Comfortable with training staff and presenting information clearly.
• Highly detail-oriented with strong organizational and follow-through skills.
• Demonstrated ability to handle confidential information responsibly.

Competencies

• Strong attention to detail and organizational skills.
• Logical problem-solving abilities and adaptability to shifting priorities.
• Clear and effective communicator with a collaborative mindset.
• Trustworthy, discreet, and consistent in handling sensitive data.

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Insurance Operations Assistant

Job Summary

Seeking a dedicated and detail-oriented Insurance Operations Assistant to join a team. This role is essential in supporting operations and ensuring the smooth functioning of the office. The successful candidate will work closely with the trust department and contribute to various insurance-related processing and operational duties. This is a full-time, in-office position with opportunities for professional growth within a collaborative and supportive work environment.

Compensation Package

• Salary: $50,000 - $60,000 per year, commensurate with experience
• Benefits:
  • Comprehensive benefits package
  • Casual dress code

Responsibilities

• Perform a variety of office functions to support the operations team
• Collaborate closely with the trust department to ensure efficient workflows
• Handle insurance-related processing and operational tasks
• Maintain accurate records and documentation
• Assist with other administrative duties as needed

Qualifications/Requirements

• 3-5+ years of relevant experience in a similar role
• Proficiency in AMS360 software is preferred but not required
• Strong ability to work autonomously and manage multiple tasks effectively
• Flexible, team-oriented, and easygoing personality
• Excellent organizational and communication skills

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About the Role:
We are working with a growing independent insurance agency in New Jersey that is seeking an Operations Manager to join their team. The Operations Manager will have overarching responsibility for all day-to-day operations. Ideal candidate has experience running the office for a small to mid-sized insurance agency, experience running a book of business, and managing account managers.

Key Responsibilities:

• Office Management- oversee the day-to-day administrative operations of the office, ensuring efficiency and compliance with company policies, and providing support to employees.
• Handle various administrative tasks for the office. Provide general administrative support to employees, including answering phones, responding to emails, and handling correspondence. Act as the main contact for office-related issues.
• Has a working knowledge of the agency management software (Vertafore).
• Improve daily organization and workflows to ensure maximum operational efficiency.
• Act as Team Lead and monitor production and monthly goals for 3 account managers and a team of 6 sales members. 
• Fosters and maintains relationships with current carriers.
• Responsible for client retention activities and engagement strategies.
• Oversees company operations along with Partners to ensure company targets for revenue and profitability are met.
• Maintains and builds trusted relationships with key customers, partners, vendors, and management.
• Supports the Partners in all aspects of the business and operations.

Skills:

• 5 + years of Operations Manager experience from an insurance agency required.
• Property & Casualty agency management system preferably Vertafore.
• Must have experience running a book of business.
• Bachelor’s Degree preferred
• Strong insurance knowledge.
• Creative problem-solving skills along with exceptional time management and attention to detail. 
• P&C License and experience running a book

Compensation Package:

• Compensation: Between $80k-$100k (based on experience) 
• Company paid health benefits

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About the Role:
I am working with an insurance agency north of Chicago that is seeking a highly skilled Operations Manager/Team Lead to join their team. The Operations Manager/Team Lead will have overarching responsibility for all day-to-day operations. Ideal candidate has experience running the office for a small to mid-sized insurance agency, experience running a book of business, and managing account managers.

Key Responsibilities:

• Office Management- oversee the day-to-day administrative operations of the office, ensuring efficiency and compliance with company policies, and providing support to employees.
• Manage an established current book of business
• Handle HR responsibilities for the office - Handle various administrative tasks. Provide general administrative support to employees, including answering phones, responding to emails, and handling correspondence. Act as the main contact for office-related issues.
• Has a working knowledge of the agency management software (Applied TAM and Applied Epic).
• Improve daily organization and workflows to ensure maximum operational efficiency.
• Ensures regulatory compliance of the agency.
• Act as Team Lead and monitor production and monthly goals for 6-8 account managers. 
• Fosters and maintains relationships with current carriers.
• Responsible for client retention activities and engagement strategies.
• Oversees company operations along with Partners to ensure company targets for revenue and profitability are met.
• Oversees education and can provide coaching, training, and development programs to increase staff capability and agency expertise.
• Maintains and builds trusted relationships with key customers, partners, vendors, and management.
• Supports the Partners in all aspects of the business and operations.

Skills:

• 5 + years of Operations Manager experience from an insurance agency required.
• Property & Casualty agency management system preferably Applied TAM.
• Must have experience running a book of business.
• Bachelor’s Degree preferred
• Strong insurance knowledge.
• Creative problem-solving skills along with exceptional time management and attention to detail. 

Compensation Package:

• Compensation: Between $120k-$130k (based on experience) 
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

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