Operations Specialist

Job Summary

A company is looking for an Operations Specialist to ensure efficient day-to-day operations and support the team in resolving operational challenges.

Key Responsibilities

• Assist with client, broker, and company calls while processing payments and handling urgent insurance certificates
• Manage accounting discrepancies and oversee accounts payable and receivable in collaboration with the corporate accounting team
• Prepare weekly reports for operations and support compliance projects and agency evaluations

Required Qualifications

• 3-5 years of experience in an office environment
• Proficiency in Excel, Word, Adobe, and similar software
• Preferred experience in insurance, but not required
• Experience with accounting functions, including accounts receivable and payable
• High school diploma or equivalent education