Insurance Operations Broker Support Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate with insurance producers and General Agent partners to create precise insurance quotes, plan comparisons, and client-ready proposals.

• Assist in the preparation and delivery of proposal materials, ensuring they align with carrier guidelines and meet client needs.

• Support pre-sale and renewal processes by coordinating the collection of data and submission timelines.

• Monitor and track agency and producer licensing across various states.

• Coordinate the applications, renewals, and continuing education requirements for licensing.

• Aid producers in preparing for and scheduling licensing exams.

• Ensure producers have the necessary access to systems and carriers, including onboarding them to carrier portals, quoting tools, and internal systems.

• Maintain accurate records of licensing and access while ensuring ongoing compliance with state and carrier requirements.

• Establish and nurture relationships with insurance carriers and partners.

• Manage the processes for carrier appointments, including submissions, follow-ups, and obtaining approvals.

• Coordinate the onboarding requirements for carriers, including contracting, portal access, and necessary documentation.

• Act as a point of contact for any carrier-related operational inquiries.

• Track and manage carrier commission structures and payment schedules.

• Develop and oversee commission projections and reporting.

• Reconcile commission payments to ensure accuracy and resolve any discrepancies with carriers.

• Provide internal stakeholders with commission-related insights and reporting.

• Design, document, and implement scalable workflows for licensing, quoting support, carrier management, and commissions.

• Establish standard operating procedures (SOPs) and ensure compliance across the agency.

• Identify gaps, inefficiencies, and risks; proactively implement solutions to enhance accuracy and scalability.

• Operate with a high level of autonomy to create structure, promote accountability, and deliver consistent results.

⛳️ Requirements

• 3–6+ years of experience in insurance operations, brokerage support, or agency administration is preferred.

• Experience in managing licensing and compliance across multiple states.

• Familiarity with commission structures, reconciliation processes, and reporting.

• Experience in onboarding users to carrier portals, quoting tools, and internal systems.

• Proficiency in CRM systems and Excel (advanced skills are preferred).

• Strong understanding of insurance products, quoting processes, and carrier structures.

• Proven ability to build and implement processes in a startup or dynamic environment.

• Possess a builder mindset: Capable of creating structure in the absence of it; thrives in situations of ambiguity.

• Ability to manage multiple workflows with accuracy and responsibility.

• Takes initiative and drives results independently of established processes.

• Ability to communicate clearly and professionally with internal teams, partners, and carriers.

• Analytical thinker: Capable of interpreting commission data and identifying discrepancies.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with company match.

• Opportunities for professional development and continuous learning.

• Flexible work environment and arrangements.

• Paid time off and holiday pay.