Operations Support Specialist

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

📋 Description

• Conduct regular audits of workflows, best practices, and standard procedures; update as necessary, document findings, and maintain a consistent audit schedule.

• Generate and distribute reports to local and national teams; analyze data to assess accuracy, consistency, and derive actionable insights.

• Act as a subject matter expert for inquiries related to systems, procedures, workflows, and operational resources.

• Foster and strengthen relationships with internal and external stakeholders, across departments as well as with vendors and carrier partners.

• Ensure adherence to industry regulations and OneDigital Best Practices; advocate for data integrity and quality control standards.

• Participate in operational efficiency initiatives at various levels — leading projects from start to finish, contributing as a project team member, or managing the operational transition from project management to ensure successful implementation and sustainability.

• Provide administrative coordination and project support to the P&C national leadership team.

• Review data and take necessary actions to maintain accurate records in Applied Epic, including data entry and data cleanup.

• Own and oversee operational tools such as Ennabl; serve as a primary resource for system fluency, troubleshooting, and team enablement.

• Lead and manage the consolidation process, ensuring accuracy and efficiency across workflows.

• Support and coordinate Business Process Outsourcing (BPO) functions, including oversight of outsourced workflows and quality assessments.

• Monitor compliance with established procedures and standards; identify line-of-business challenges and ensure resolution.

• Recognize training opportunities and collaborate with the Learning & Development team to design and coordinate training solutions.

⛳️ Requirements

• 3 to 5 years of experience in the P&C industry, preferably in P&C agency operations.

• Proficient in computer applications including Excel, Word, and PowerPoint.

• Strong attention to detail with proven analytical, technical, and computer skills.

• Active Property & Casualty license or prior experience in the P&C industry.

• Previous experience with P&C platforms (e.g., Applied Epic) is advantageous.

• Familiarity with agency tech stacks, automation tools, or data reporting/KPI tracking methodologies is a plus.

• Self-motivated and capable of managing multiple priorities and a substantial workload while thriving in a fast-paced environment.

• Excellent written and verbal communication skills.

🏝️ Benefits

• Health insurance

• Wellbeing benefits

• Retirement plans

• Paid time off

• Overtime pay for non-exempt employees

• Learning and development programs

• Reimbursement of job-related expenses

• Employee perks and discounts