Operations Specialist I

The Operations Specialist I ensures compliance with carrier, broker, and licensing requirements, manages agency appointments, contracts, and licensing activities, and supports market access and onboarding processes for IOA.

Location: Fully remote position, with potential on-site requirements within a 50-mile radius of a branch location as needed.

Salary: $21.00 to $23.50 per year

Responsibilities

• Deliver Outstanding Service: Apply discretion and independent judgment to deliver outstanding service, anticipating needs, maintaining professional communication, and responding quickly with customized solutions.
• Develop Relationships: Build strong working relationships with key regulatory, vendor, and broker/carrier contacts.
• Create and Document Systems: Collaborate with the Manager and team to create and document Carrier & Licensing Operations systems, procedures, and training tools.
• Maximize Market Access: Structure broker and carrier appointments to maximize market access. Complete agency profiles and related documentation accurately.
• Manage Agreements: Enter new or modified agreements in the Contract Management system for Legal review and execution.
• Simplify Onboarding: Establish a dialogue with new broker and carrier partners to simplify onboarding, address appointment and access needs, and form strong partnerships.
• Provide Market Access Information: Answer inquiries about market access and notify employees and agents of significant contract changes.
• Facilitate Book Transfers: Facilitate book transfer activity, minimizing client disruption and transition time for new producers.
• Process Access Requests: Analyze and process requests for new company and broker access in the Agency Management System, following security and entry guidelines. Coordinate and maintain shared login access to carrier/broker portals.
• Track Licensing Expenses: Track licensing expenses, approve invoices, and provide reconciliation data to Accounting and Finance teams.
• Audit Licenses: Audit existing licenses to identify compliance gaps and help formulate/execute resolution plans.
• Research State Requirements: Research state requirements for all license types to ensure compliance. Maintain and respond to questions about License and Education Policy documents.
• Assist with Projects: Assist with ad hoc projects as requested by Management.
• Improve Professional Skills: Continuously improve professional skills by participating in development opportunities.
• Develop Positive Relationships: Maintain positive, productive relationships with IOA leadership, peers, co-workers, teammates, and employees.
• Demonstrate Strong Work Ethic: Exhibit a strong work ethic, positive attitude, and willingness to assist others.
• Champion IOA Values: Demonstrate integrity and leadership.

Requirements

• 1+ years of insurance industry experience, including licensing, compliance, and/or contract administration.
• High School Diploma (or equivalent). Exceptional administrative, multitasking, and organization skills, with superior attention to detail.
• Advanced customer service, verbal/written communication skills, and training skills.
• Ability to understand and develop mastery of technology used.
• Proficiency in Microsoft Office.

Benefits

• Competitive salaries and bonus potential.
• Company-paid health insurance.
• Paid holidays, vacations, and sick time.
• 401K with employer match.
• Employee stock plan participation.
• Professional growth and career progression opportunities.
• Respectful culture and work/family life balance.
• Community service commitment.
• Supportive teammates and a rewarding work environment.

Additional Information

• The expected pay range for this position is $21.00 to $23.50 per year, depending on experience, relevant skills, and geographic location.
• This is an equal opportunity employer that celebrates diversity and is committed to creating an inclusive environment for all employees.