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Puzzle ๐Ÿงฉ๐Ÿš€

Insurance Operations โ€“ Broker Support Specialist

Puzzle ๐Ÿงฉ๐Ÿš€

Insurance Operations & Broker Support Specialist managing licensing and carrier relations for a growing agency. Supporting operational processes and driving efficiency in a hypergrowth environment.

Posted 5/1/2026full-timeRemote โ€ข ๐Ÿ‡บ๐Ÿ‡ธ United StatesMid-LevelSenior๐Ÿ’ฐ $51,323 - $61,000 per yearWebsite

About the role

Key responsibilities & impact
  • Partner with producers and GA partners to support insurance quotes, plan comparisons, and client-ready proposals.
  • Manage multi-state licensing, including applications, renewals, and ongoing compliance tracking.
  • Ensure producers are appropriately onboarded and enabled with required carrier appointments, system access, and operational tools.
  • Coordinate and manage carrier appointments and onboarding, maintaining strong and professional relationships.
  • Track, project, and reconcile commissions and payment schedules; research and resolve discrepancies as needed.
  • Develop, document, and implement standard operating procedures (SOPs) and scalable workflows.
  • Identify operational gaps and recommend or implement process improvements to enhance efficiency, accuracy, and growth.

Requirements

What youโ€™ll need
  • 3โ€“6+ years of experience in insurance operations, brokerage support, or agency administration.
  • Proven experience supporting carrier relationships, licensing, and commission processes.
  • Demonstrated ability to work independently and build structure in a fast-paced or growth-oriented environment.
  • Strong organizational skills and attention to detail.
  • Proficiency with CRM systems, Microsoft Excel, and industry platforms such as Sircon, Employee Navigator, and Zywave.
  • Strong communication skills and a high level of professionalism when working with internal and external partners.
  • Ownership mindsetโ€”takes initiative, follows through, and drives work to completion.

Benefits

Comp & perks
  • ๐ŸŒ Worldwide โŒ Jobs You've Hidden โญ๏ธ Saved Jobs โœ… Applied Jobs โœ‰๏ธ Email Alerts ๐Ÿ‘ค Account Puzzle ๐Ÿงฉ๐Ÿš€ Website LinkedIn All Job Openings 11 - 50 employees ๐Ÿ’ธ Finance โ˜๏ธ SaaS ๐Ÿ’ณ Fintech Finance
  • SaaS
  • Fintech Puzzle ๐Ÿงฉ๐Ÿš€ is a modern accounting platform designed for the AI era, providing smart accounting solutions for startups, founders, and accounting firms. It offers real-time financial insights, automatic bookkeeping, and tax compliance tools, all integrated with popular financial technologies like Stripe and Brex. Puzzle automates repetitive accounting tasks, enabling users to focus on financial planning and strategic decision-making. By supporting day-one tax compliance and offering an ecosystem of partner services, Puzzle enhances the financial management experience and supports business growth. It is particularly advantageous for startups seeking to streamline financial operations and reduce reliance on traditional software like QuickBooks. Insurance Operations โ€“ Broker Support Specialist Job not on LinkedIn ๐Ÿ”ฅ 1 minute ago ๐Ÿ‡บ๐Ÿ‡ธ United States โ€“ Remote ๐Ÿ’ต $51.3k - $61k / year โฐ Full Time ๐ŸŸก Mid-level ๐ŸŸ  Senior ๐Ÿ’ Customer Support Apply Now Find Hiring Managers Customize resume for this job Report problem โ˜† Save โ˜‘๏ธ Mark as applied โŒ Hide ๐Ÿ“‹ Description
  • Partner with producers and GA partners to support insurance quotes, plan comparisons, and client-ready proposals.
  • Manage multi-state licensing, including applications, renewals, and ongoing compliance tracking.
  • Ensure producers are appropriately onboarded and enabled with required carrier appointments, system access, and operational tools.
  • Coordinate and manage carrier appointments and onboarding, maintaining strong and professional relationships.
  • Track, project, and reconcile commissions and payment schedules; research and resolve discrepancies as needed.
  • Develop, document, and implement standard operating procedures (SOPs) and scalable workflows.
  • Identify operational gaps and recommend or implement process improvements to enhance efficiency, accuracy, and growth. ๐ŸŽฏ Requirements
  • 3โ€“6+ years of experience in insurance operations, brokerage support, or agency administration.
  • Proven experience supporting carrier relationships, licensing, and commission processes.
  • Demonstrated ability to work independently and build structure in a fast-paced or growth-oriented environment.
  • Strong organizational skills and attention to detail.
  • Proficiency with CRM systems, Microsoft Excel, and industry platforms such as Sircon, Employee Navigator, and Zywave.
  • Strong communication skills and a high level of professionalism when working with internal and external partners.
  • Ownership mindsetโ€”takes initiative, follows through, and drives work to completion. Apply Now ๐Ÿ“Š Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Licensed Customer Service Representative ๐Ÿ”ฅ 19 minutes ago MSI 1001 - 5000 ๐Ÿ”ง Hardware ๐ŸŽฎ Gaming ๐Ÿค– Artificial Intelligence Website LinkedIn All Job Openings Customer Service Representative for MSI, handling US customer inquiries through calls and emails. Providing insurance solutions and maintaining quality service for clients in a remote capacity. ๐Ÿ‡บ๐Ÿ‡ธ United States โ€“ Remote โฐ Full Time ๐ŸŸข Junior ๐ŸŸก Mid-level ๐Ÿ’ Customer Support ๐Ÿšซ๐Ÿ‘จโ€๐ŸŽ“ No degree required ๐Ÿฆ… H1B Visa Sponsor Licensed Customer Service Representative ๐Ÿ”ฅ 20 minutes ago The Baldwin Group 1001 - 5000 ๐Ÿ’ธ Finance ๐Ÿค B2B Website LinkedIn All Job Openings Remote Licensed Customer Service Representative answering calls and processing inquiries for insurance products. Delivering high-quality service while managing payments and client relations in a fast-paced environment. ๐Ÿ‡บ๐Ÿ‡ธ United States โ€“ Remote ๐Ÿ’ฐ $170M Post IPO debt on 2023-10 โฐ Full Time ๐ŸŸข Junior ๐ŸŸก Mid-level ๐Ÿ’ Customer Support ๐Ÿšซ๐Ÿ‘จโ€๐ŸŽ“ No degree required Customer Support Specialist โ€“ Bioinformatics ๐Ÿ”ฅ 26 minutes ago Revvity 10,000+ employees ๐Ÿงฌ Biotechnology ๐Ÿ’Š Pharmaceuticals โš•๏ธ Healthcare Insurance Website LinkedIn All Job Openings Providing technical support for bioinformatics users and Newborn Screening scientists. Diagnosing issues across NGS workflows and collaborating with cross-functional teams with remote flexibility. ๐Ÿ‡บ๐Ÿ‡ธ United States โ€“ Remote ๐Ÿ’ต $70k - $80k / year โฐ Full Time ๐ŸŸข Junior ๐ŸŸก Mid-level ๐Ÿ’ Customer Support Customer Service Representative ๐Ÿ”ฅ 40 minutes ago Conduent 10,000+ employees ๐Ÿค B2B ๐Ÿ›๏ธ eCommerce ๐Ÿ›๏ธ Government Website LinkedIn All Job Openings Remote Customer Service Representative addressing inquiries related to NJ Family Care Program. Providing assistance to applicants and beneficiaries while documenting requests and maintaining proficiency in program policies. ๐Ÿ‡บ๐Ÿ‡ธ United States โ€“ Remote ๐Ÿ’ต $16 / hour ๐Ÿ’ฐ Venture Round on 2009-01 โฐ Full Time ๐ŸŸก Mid-level ๐ŸŸ  Senior ๐Ÿ’ Customer Support ๐Ÿฆ… H1B Visa Sponsor Customer Service Manager โ€“ Iowa/Midwest Territory ๐Ÿ”ฅ 59 minutes ago Riverhead Resources 51 - 200 Website LinkedIn All Job Openings Customer Service Manager fostering relationships with clients, collaborating across teams at Feed Energy. Responsible for account management and delivering exceptional customer experiences. ๐Ÿ‡บ๐Ÿ‡ธ United States โ€“ Remote โฐ Full Time ๐ŸŸก Mid-level ๐ŸŸ  Senior ๐Ÿ’ Customer Support View More Customer Support Jobs ๐ŸŒ Worldwide Built byย Lior Neu-ner. I'd love to hear your feedback โ€” Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools
insurance operationsbrokerage supportagency administrationcarrier relationshipslicensing processescommission processesstandard operating proceduresprocess improvementsworkflow development
Soft Skills
organizational skillsattention to detailcommunication skillsprofessionalismindependenceinitiativeownership mindset