Operations Specialist

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

📋 Description

• Act as an advocate for agent partners by managing both physical and digital correspondence, policy modifications, loans, disbursements, recurring reporting, key control performance monitoring, and various administrative tasks.

• Address customer inquiries via USPS mail, telephone, website chat, text messaging, and email while adhering to established service standards.

• Collaborate effectively with customer care advisors, underwriters, engineering support, underwriting, claims, and finance teams.

• Provide feedback regarding customer concerns related to products and processes.

• Maintain and document standard operating procedures meticulously.

• Suggest enhancements for business and process performance.

• Engage in team and individual meetings, either virtually or in person.

• Co-lead initiatives and projects related to post-issue administration.

• Ensure adherence to industry regulations and company policies.

• Assist with audits by supplying requested documentation.

• Keep accurate records within internal systems.

• Facilitate communication among customers, agents, and internal teams.

• Follow up on policy status, claims, first notice of loss (FNOL), and service requests.

• Contribute to cross-functional projects and initiatives actively.

⛳️ Requirements

• Minimum of 1 year of experience in customer support, either directly or indirectly.

• Demonstrated success in delighting customers and delivering projects within deadlines.

• Exceptional verbal and written communication abilities.

• Strong skills in time management.

• Highly adaptable to a fast-paced work environment.

• Capable of effective communication with engineers, designers, customers, and various personality types.

• Previous experience in the insurance sector is advantageous.

• Familiarity with Salesforce and Dropbox or HelloSign is preferred.

• Knowledge of life insurance regulations is preferred.

• Ability to recognize and respond to potential insurance fraud or suspicious activities.

• Familiarity with death claims handling and protocols is preferred.

• Candidates must reside in the contiguous 48 states of the United States.

• Legal authorization to work in the United States is required; visa sponsorship may be necessary depending on status.

🏝️ Benefits

• Competitive salary and equity based on the role.

• Flexible paid time off.

• Parental leave programs.

• 100% paid-premium option for medical, dental, and vision insurance.

• Lifestyle stipend supporting physical, emotional, and financial wellbeing.

• Flexible work-from-home policy and options for remote work.

• Access to a modern Dallas office for those who prefer an office environment.

• Employee-led initiatives focused on diversity, equity, and inclusion.

• Significant opportunities for growth.