Operations Technical Support Specialist

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

📋 Description

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

• Process new business, renewals, endorsements, audits, cancellations, reinstatements, certificates, carrier document intake, and billing transactions.

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

• Provide support for both direct bill and agency bill structures as assigned.

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

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

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

• Log daily activities on a Production Tracker.

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

• Meet established quality, production, turnaround SLA, and volume standards.

• Carry out additional responsibilities as directed by the supervisor.

⛳️ Requirements

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

• Experience in commercial insurance is mandatory.

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

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

• Ability to adhere to structured processes and maintain high levels of data accuracy.

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

• Excellent attention to detail and a commitment to data integrity.

• Receptive to coaching and feedback.

• Highly organized and dependable.

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

• Collaborative and team-oriented approach.

• Strong time management skills and personal accountability.

🏝️ Benefits

• Equal employment opportunity and a work environment free from discrimination and harassment.

• Supportive organizational culture focused on relentless grit and continuous improvement.