Senior Operations Specialist

This is a fully remote position, open to applicants in Arizona, +2 more states.

📋 Description

• Act as a subject matter expert for the Certificates of Insurance (COI) process and associated operational tasks.

• Provide assistance to both onshore and offshore teams regarding COI inquiries, resolving issues, and offering process guidance.

• Evaluate certificate requests to ensure the accurate management of coverage requirements and certificate issuance.

• Analyze and interpret contracts, insurance stipulations, and policy language to ensure compliant processing of COIs.

• Support implementation efforts, transition activities, and project initiatives related to the offshore COI function.

• Aid in the establishment, launch, and stabilization of transitioned COI operations.

• Contribute to the creation, maintenance, and updating of Standard Operating Procedures (SOPs), job aids, desk procedures, and knowledge resources for COI processes.

• Assist in conducting training and knowledge transfer sessions for team members, both offshore and onshore.

• Offer continuous coaching and support to ensure consistency in processes, quality of service, and operational readiness.

• Identify gaps, trends, and opportunities for improvement within COI workflows.

• Collaborate with leadership to drive standardization, enhance efficiency, and support continuous improvement efforts.

• Work together with colleagues, service teams, and third-party vendors to ensure exceptional client service and operational excellence.

• Monitor compliance with established processes, service expectations, and quality standards.

⛳️ Requirements

• Bachelor’s degree or equivalent combination of education, training, and relevant work experience.

• Property & Casualty Insurance License is required.

• A minimum of five years of experience in the insurance sector.

• Experience in managing Complex Certificates of Insurance.

• Proficient in reading contracts and insurance policies.

• Excellent written and verbal communication abilities.

• Demonstrated capacity to respond with urgency and professionalism in all situations while effectively prioritizing responsibilities and achieving goals proactively.

• Proven proficiency in basic computer applications, including Microsoft Office Suite.

• Ability to work independently without direct supervision.

🏝️ Benefits

• Generous time off policy, which includes personal and volunteer days.

• Opportunities for tuition reimbursement and professional development.

• Flexible hybrid work model.

• Charitable contribution matching programs.

• Stock purchase plan options.