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 that align with carrier guidelines and meet client needs.

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

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

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

• Aid producers in preparing for and scheduling licensing exams.

• Ensure producers have appropriate access to systems and carriers, including carrier portals, quoting tools, and internal systems.

• Maintain records of licensing and access, ensuring ongoing compliance with state and carrier regulations.

• Build and sustain relationships with insurance carriers and partners.

• Oversee carrier appointment processes, including submissions, follow-ups, and approvals.

• Coordinate requirements for carrier onboarding, such as contracting, portal access, and documentation.

• Act as a point of contact for operational inquiries related to carriers.

• Track and maintain structures for carrier commissions and payment schedules.

• Develop and manage reporting and projections for commissions.

• Reconcile commission payments and address discrepancies with carriers.

• Provide internal stakeholders with insights and reports related to commissions.

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

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

• Identify inefficiencies, gaps, and risks, implementing solutions to enhance accuracy and scalability.

• Operate independently to create structure, foster accountability, and achieve consistent outcomes.

⛳️ 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, and reporting processes.

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

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

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

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

• Capability to manage multiple workflows precisely and with accountability.

• Ability to work independently, prioritize tasks effectively, and deliver outcomes with minimal supervision.

• Strong communication skills, allowing for clear and professional interactions with internal teams, partners, and carriers.

• Analytical skills to interpret commission data and identify discrepancies.

• Preferred experience with Zywave and Sircon systems.

• Ability to sit at a desk and work on a computer for extended periods.

• Capacity to lift up to 15 pounds occasionally.

• Must be able to participate in or facilitate video conferences and virtual meetings.

🏝️ Benefits

• Equal opportunity employer.

• Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions of the role.