Operations Specialist

Insurance Office of America

Operations Specialist coordinating licensing and compliance operations for IOA. Managing agency appointments and relationships, ensuring standards are met across multiple locations.

Posted 6/3/2026full-timeRemote • Florida, Pennsylvania, Tennessee, Virginia, Wisconsin • 🇺🇸 United StatesJunior💰 $21 - $24 per yearWebsite

About the role

Key responsibilities & impact

Ensure all IOA entities, producers, and employees are compliant with carrier/broker and state licensing requirements
Process agency appointments, contracts, and book transfers
Manage sales team access to carriers and brokers
Coordinate and execute agency and producer licensing activities
Apply discretion and independent judgment to deliver outstanding service
Build strong working relationships with key regulatory, vendor, and broker/carrier contacts
Create and document Carrier & Licensing Operations systems, procedures, and training tools
Structure broker and carrier appointments to maximize market access
Track licensing expenses, approve invoices, and provide reconciliation data to Accounting and Finance teams
Research state requirements for all license types to ensure compliance

Requirements

What you’ll need

1+ years of insurance industry experience, including licensing, compliance, and/or contract administration
High School Diploma (or equivalent)
Exceptional administrative, multitasking, and organization skills, with superior attention to detail
Advanced customer service, verbal/written communication skills, and training skills
Ability to understand and develop mastery of technology used
Proficiency in Microsoft Office

Benefits

Comp & perks

Competitive salaries and bonus potential
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Employee stock plan participation
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

licensingcompliancecontract administrationadministrative skillsmultitaskingorganization skillscustomer serviceverbal communicationwritten communicationtraining skills

Soft Skills

attention to detaildiscretionindependent judgmentrelationship building

Certifications

High School Diploma