Client Operations Associate
Finexio
Cloud
Operations Specialist
Insurance Office of America
full-time
Posted on:
Location Type: Hybrid
Location: Florida • Florida • 🇺🇸 United States
Visit company websiteSalary
💰 $22 - $26 per hour
Job Level
Junior
About the role
- Ensure all IOA entities, producers, and employees are compliant with carrier/broker and state licensing requirements
- Apply discretion and independent judgment to deliver outstanding service, anticipating needs, maintaining professional communication, and responding quickly with customized solutions
- Build strong working relationships with key regulatory, vendor, and broker/carrier contacts
- Collaborate with the Manager and team to create and document Carrier & Licensing Operations systems, procedures, and training tools
- Structure broker and carrier appointments to maximize market access
- Enter new or modified agreements in the Contract Management system for Legal review and execution
- Establish a dialogue with new broker and carrier partners to simplify onboarding
- Answer inquiries about market access and notify employees and agents of significant contract changes
- Facilitate book transfer activity, minimizing client disruption and transition time for new producers
- Analyze and process requests for new company and broker access
- Track licensing expenses, approve invoices, and provide reconciliation data to Accounting and Finance teams
- Audit existing licenses to identify compliance gaps and help formulate/execute resolution plans
- Research state requirements for all license types to ensure compliance
- Assist with ad hoc projects as requested by Management
- Continuously improve professional skills by participating in development opportunities
- Maintain positive, productive relationships with IOA leadership, peers, co-workers, teammates, and employees
- Exhibit a strong work ethic, positive attitude, and willingness to assist others
- Demonstrate integrity and leadership
Requirements
- 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
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
compliancecontract administrationlicensingauditingdata reconciliationmarket access analysisagreement processingtraining developmentadministrative skillsmultitasking
Soft skills
communicationcustomer servicerelationship buildingproblem solvingattention to detailwork ethicpositive attitudeleadershipindependent judgmentteam collaboration
Certifications
High School Diploma
