Operations Technical Support Specialist

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

📋 Description

• Implement essential operational workflows throughout the policy lifecycle within Applied EPIC.

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

• Assist with direct bill and agency bill billing structures as assigned.

• Examine carrier-issued policies, invoices, and notices for accurate and timely data entry.

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

• Keep precise policy records, documentation, and activities in Applied EPIC in accordance with OTech standards.

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

• Record daily work on a Production Tracker.

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

• Achieve quality, production, turnaround SLA, data accuracy, documentation integrity, and volume targets.

• Carry out additional tasks as assigned by the supervisor.

⛳️ Requirements

• A minimum of 2 years of experience in commercial insurance, including policy review and understanding of insurance terms.

• Required experience in commercial insurance.

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

• Strong technical skills and the ability to learn Applied EPIC and internal workflow systems.

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

• Comfortable working in a high-volume, deadline-oriented environment.

• Exceptional attention to detail and dedication to data integrity.

• Open to coaching and receptive to constructive feedback.

• Well-organized and reliable.

• Ability to operate within defined guidelines and escalate issues as necessary.

• Collaborative, team-oriented approach.

• Strong time management skills and personal accountability.

🏝️ Benefits

• Equal employment opportunity ensuring a workplace free from discrimination and harassment.

• A supportive, socially aware organizational culture.

• Commitment to a culture of continuous improvement.