Operations Specialist

Insurance Office of America

Operations Specialist I at IOA ensuring compliance with carrier and state licensing requirements. Processing appointments and managing licensing activities across various locations.

Posted 6/17/2026full-timeFlorida, Pennsylvania, Tennessee, Virginia, Wisconsin • 🇺🇸 United StatesJunior💰 $21,000 - $23,500 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

licensingcompliancecontract administrationadministrative skillsmultitaskingorganization skillsattention to detailcustomer serviceverbal communicationwritten communication

Soft Skills

exceptional communicationtraining skillsrelationship buildinganticipating needs

Tools & Technologies

Microsoft Office

Certifications & Qualifications

High School Diploma

Industry Keywords

insurance industryagency appointmentsbroker appointmentscarrier appointmentscompliance gapslicensing requirementsregulatory contactsmarket accesslicensing expensesreconciliation

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
Deliver outstanding service, anticipating needs and communicating professionally
Build strong working relationships with key regulatory 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
Audit existing licenses to identify compliance gaps and facilitate resolutions
Research state requirements for all license types

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