Operations

• Perform accurate and timely data entry into the agency management system (e.g., Epic, AMS360, or similar).
• Maintain and update policy, client, and carrier information across multiple systems.
• Create, organize, and manage Excel spreadsheets used for tracking renewals, policy issuance, premium allocations, certificates, and claims activity.
• Assist in data audits and report generation to support operational initiatives and management reporting.
• Support team members by preparing summaries, schedules, and reports as requested.
• Assist with account reconciliations, document uploads, and other administrative duties related to policy management.
• Identify and communicate data inconsistencies, system errors, or opportunities for process improvement.
• Maintain confidentiality and compliance with all company and regulatory data standards.
• Provide general administrative support to Operations, Account Management, and Leadership teams.

Property and Casualty Operations Assistant

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Neuropsychologist

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Global Sales Operations Representative