Operations Specialist

This is a fully remote position, open to applicants in United States, +1 more country.

📋 Description

• Oversee operational workflows throughout onboarding, policy administration, and bordereaux life cycle stages to guarantee data completeness, timeliness, and accuracy.

• Collaborate with cross-departmental teams (Data, Underwriting, Compliance, Finance) to uphold integrity across systems and processes.

• Assist in the centralization of master/reference data, ensuring that records across all operational systems are consistent and auditable.

• Track and report on KPIs such as submission cycle time, processing duration, and adherence to SLAs.

• Identify and implement process enhancements to boost efficiency, minimize manual touchpoints, and improve the member experience.

• Work alongside internal teams to define and document standard operating procedures (SOPs).

• Utilize tools such as Snowflake, Power BI, and Excel to generate reports and insights that guide business decisions.

• Support the onboarding of new members and contracts, ensuring that all documentation, systems, and workflows are properly aligned prior to activation.

⛳️ Requirements

• Bachelor’s degree (or equivalent) is required.

• A minimum of 5 years of relevant experience in the insurance sector.

• Experience in specialty insurance is an advantage.

• Strong grasp of data accuracy, process governance, and operational SLAs.

• Demonstrated ability to collaborate cross-functionally with both technical and non-technical teams.

• Proficiency in Power BI, SQL (Snowflake), Excel, and workflow management tools such as Jira or ServiceNow.

• Outstanding attention to detail and capacity to manage multiple priorities concurrently.

• Excellent written and verbal communication abilities.

• Bonus points for experience with bordereaux processing or insurance data workflows.

• Familiarity with contract lifecycle management or onboarding systems.

• Experience with automation tools (Power Automate, Zapier, or similar).

🏝️ Benefits

• Work-life balance: We believe that taking time to rest and recharge makes us all better. That’s why we offer flexible time off and encourage our team to take the time they need to prioritize their health and well-being.

• Health and wellness: We provide high-quality health, dental, and other benefits to ensure our team members have access to the care they need.

• Remote work: Work where you’re most productive and fulfilled.