Operations Technical Support Associate

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

📋 Description

• Process new business, renewals, endorsements, audits, cancellations, and reinstatements for accounts.

• Provide support for direct bill and all types of agency billing structures as assigned.

• Ensure accurate maintenance of policy records, documentation, and activities in Applied EPIC in line with OTech standards.

• Review policies, invoices, and notices issued by carriers for precise and timely data entry.

• Generate Certificates of Insurance, Evidence of Property (EOPs), and Auto ID cards utilizing CSR24 and EPIC.

• Adhere to documentation standards, naming conventions, and attachment protocols.

• Record daily activities on a Production Tracker.

• Engage in updates to workflow documentation and operational enablement initiatives.

• Meet quality and production standards while ensuring data accuracy and documentation integrity.

• Comply with turnaround SLAs for designated workflows.

• Meet assigned volume targets for all accounts.

⛳️ Requirements

• Experience in commercial insurance is not mandatory; prior insurance experience may be acceptable for candidates transitioning into Operations.

• Proficient in Microsoft Office Suite (Outlook, Excel, Word).

• Demonstrates strong technical aptitude and the ability to learn Applied EPIC and internal workflow systems.

• Capable of following structured processes while maintaining high data accuracy.

• Comfortable working in a fast-paced, deadline-driven environment.

• Exhibits strong attention to detail and a commitment to data integrity.

• Open to coaching and receptive to feedback.

• Organized and reliable.

• Able to work within established guidelines and escalate issues appropriately.

• Possesses a collaborative, team-oriented approach.

• Strong time management skills and personal accountability.

🏝️ Benefits

• Equal Opportunity Employer committed to fostering a work environment free from discrimination and harassment.

• An inclusive workplace where employees are encouraged to bring their authentic selves to work.