Operations Technical Specialist – Commercial/Personal Insurance

Insurance Office of America

Operations Training Specialist executing corporate training and quality assurance for IOA’s systems. Collaborating with teams while demonstrating integrity and leadership in a remote setting.

Posted 5/14/2026full-timeFlorida, Pennsylvania, Tennessee, Virginia, Wisconsin • 🇺🇸 United StatesMid-LevelSenior💰 $60,000 - $85,000 per yearWebsite

About the role

Key responsibilities & impact

Collaborate with the Training & Development team to execute quality assurance and corporate training activities, including quality audits, compliance, technical training, policy updates, best practices, and process improvements.
Coordinate daily administrative and training tasks, resolving complex user issues with critical thinking.
Maintain technical competence in IOA’s systems.
Exercise discretion and independent judgment for beneficial outcomes.
Implement strategic and tactical plans to achieve team goals.
Collaborate with branch and regional operations and sales personnel.
Travel to meet with branch operations teams as needed.
Provide operational technical training and support.
Oversee quality audit processes for Epic training effectiveness.
Administer and train users on assigned software.
Maintain and publish manuals and newsletters.
Support teams by evaluating and implementing software products.
Develop and improve compliance with core processes and best practices.
Maintain frequent, transparent communication with supervisors about performance and activities.
Provide excellent proactive service and respond quickly to inquiries.
Stay updated on company policies and procedures.
Seek and adopt best practices to improve individual and team performance.
Demonstrate integrity and leadership.

Requirements

What you’ll need

5 + years of industry experience, with wide-ranging industry knowledge.
Demonstrated ability to effectively teach/train others in procedures and workflows either in 1:1 format or in a group setting.
All required active licensing.
Exceptional customer service, communication, multitasking, and organizational skills.
Strong analytical, problem-solving, and decision-making skills.
Ability to perform large work volumes with high degrees of accuracy and attention to detail.
Proficiency in MS Office (Outlook, Word, Excel).
High School Diploma (or equivalent).

Benefits

Comp & perks

Competitive salaries and bonus potential
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

quality assurancetechnical trainingcomplianceprocess improvementsquality auditssoftware administrationtraining developmentanalytical skillsproblem-solvingdecision-making

Soft Skills

customer servicecommunicationmultitaskingorganizational skillscritical thinkingleadershipintegritydiscretionindependent judgmentteam performance

Certifications

active licensing