OPERATIONS SPECIALIST

The Operations Specialist plays a key role in supporting the day-to-day operational activities of the insurance brokerage, ensuring timely and accurate execution of operational activities such as contract management, client onboarding and KYC validation, billing and collection coordination, renewal processing for retail accounts, and process documentation.

Requirements

• Bachelor’s degree in business administration, management, finance, or a related field
• Minimum 3 years of experience in insurance brokerage, financial services, or operations-related roles handling billing and collections
• AMLC regulatory compliance experience is an advantage
• Strong attention to detail, organizational skills, and ability to manage multiple tasks simultaneously
• Proficiency in MS Office applications, spreadsheets, trackers, and documentation tools
• Excellent written and verbal communication skills and coordination skills

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Tuition Reimbursement