164 operations jobs found

Position Summary The Underwriting Associate is responsible for assisting and supporting underwriters with quoting, rating and issuing policy renewals. This position also responds to problem situations from brokers and performs customer service tasks. What will your job entail? Job Responsibilities: • Responsible for the full cycle underwriting process, from submission review to policy issuance stages. • Review and analyze daily incoming submissions from RT Specialty to determine eligibility within the underwriting appetite, and respond to brokers with pertinent feedback in a high volume, fast paced environment. • Liaise with Underwriters and Operations team to confirm quotes, policy issuance instructions for policies, endorsements, forms, notices, etc. • Identify proper forms and endorsements issued to quote submissions and policy issuance in tandem with Underwriters and Team Lead. • Work with fellow underwriting assistants and developers to find efficiencies in the...

As a Product   Owner for the   Operations Value Stream team, you will   lead the enrollment and billing enablement team and   be   responsible for translating the product vision and strategy into actionable   tasks , ensuring alignment with   business   needs and organizational goals .   The Product Owner role involves close collaboration with various stakeholders to clarify requirements, prioritize tasks, and maintain up-to-date product documentation. You will track progress to ensure   timely   delivery,   participate   in Agile ceremonies, and continuously learn Agile product management practices under the guidance of a senior Product Owner.   You will Develop and manage the product backlog, ensuring it aligns with the overall   business   vision and strategy   Collaborate with cross-functional teams to gather and refine requirements, ensuring they are well-documented and prioritized...

The Stop Loss Accounting Operations Specialist provides administrative processing support within the Medical Stop Loss division of One80 Intermediaries. This role supports Accounting, Claims, Premium, and Employer Groups by processing claim reimbursement communications, obtaining premium back up when needed, issuing premium late notices, ACH processing documentation, and compliance tracking. This role is critical to ensuring accurate financial transactions, regulatory compliance, and professional communication with brokers and clients. Your Impact: Prepare and distribute Explanation of Reimbursements (EORs) to brokers, TPAs, and employer groups. Coordinate claim reimbursement processing, including obtaining ACH authorization forms and managing special handling requests. Maintain accurate contact records for EOR distribution and premium billing within ESL systems. Support accounting operations by coordinating commission ACH forms and maintaining required producer W9...

About The Institutes A not-for-profit organization located in beautiful Malvern, PA, The Institutes have been the leading provider of risk management and property-casualty insurance education for more than 100 years. By living our values—Put the Customer First, Do What You Say, Work Together, Be Innovative and Do the Right Thing— our talented team delivers innovative solutions that best empower risk and insurance professionals to help those in need. In 2019, The Institutes was named a Top Workplace by Philly.com for the fifth time. We understand the importance of work-life balance and provide excellent benefits and a friendly and team-focused work environment to drive employee engagement.    Senior Manager, HR Operations The Institutes are committed to providing customer-first innovative solutions that best empower risk and insurance professionals to help those in need. We have an excellent opportunity for a Senior Manager of HR Operations, who will be responsible...

We’re seeking a Director of Operations to take ownership of the operational backbone of a growing insurance program manager with delegated underwriting authority. This role is at the center of the business, working across underwriting, carriers, regulators, vendors, and parent company support teams to manage operations efficiently while identifying opportunities for improvement. The right person is organized, driven, and comfortable stepping into complex projects and taking ownership. This is a hands-on leadership role with broad visibility and significant room to grow with the business. Your Impact: Lead and manage overseas outsourcing partners responsible for submission clearance, rating, endorsement processing, and other policy administration functions; set expectations, track performance, and improve workflows. Oversee and develop a small internal operations team handling policy servicing, agency appointments, and licensing. Serve as primary liaison to parent company...

As a Wealth Management Agency Operations Specialist, you will support Guardian firms with submitting new business and servicing wealth management accounts. You will Partner with firms and Financial  Advisors to onboard new brokerage and advisory clients Process new account opening, funding, and annuity purchase requests Assist with asset movements, like transfers, wires, checks, journals, and setting up standing ACH instructions Monitor an agency’s book of business through management of the firm’s work basket and proactive alerts Act as point of contact for agency operational issues You have College Degree or relevant work experience Strong retirement and wealth management knowledge Must be able to work independently and as part of a team Must have background in the financial services industry in a service, operational, or sales support role Experience with Pershing’s NetX360, Wove performance reporting, and Envestnet Portfolio Management...

Guardian’s Annuity In-Force Operations CARE team is seeking a highly motivated individual who is pursuing an opportunity to develop and grow their experience as an Annuity Operations Specialist . We are looking for an avid learner who possesses strong analytical and communication skills to support our annuity growth. This role is responsible for delivering accurate, timely, and compliant processing to support end-to-end in-force annuity transactions. As well as providing a high-touch service experience to our customers. As an Operations Specialist, you are empowered to take full ownership of each request from intake through resolution. You ensure stakeholders are informed at every stage, resolve complex issues independently, and escalate when appropriate to meet service and regulatory expectations. This role embraces the CARE mindset — Communicate, Advocate, Respond, and Empower — demonstrating authentic care for contract holders, field partners, and internal teams while...

The Broker Dealer Operations Specialist plays a central role in delivering world‑class customer and transaction servicing for alternative investment products. The role supports end‑to‑end operations from onboarding through transactions, reconciliation, and servicing requests. You are A consummate professional with excellent verbal and written communication skills Self-motivated and goal-oriented Patient, empathetic, diligent, and able to work independently in a team environment You will Serve as the SME and primary contact for Alternative Investments operational inquiries and daily processing. Develop an in‑depth understanding of iCapital platform interfaces and order entry within NetX360 to enable seamless fund launches, recurring client activities, and overall book health. Execute operations deliverables on recurring platforms; manage daily workflows and queues to meet service levels with a client‑first approach. Assist in systems testing and...

We are seeking a highly organized and detail-oriented Office Manager to join our team. The Office Manager will be responsible for overseeing the daily operations of our office, managing schedules, coordinating events, and providing administrative support. The ideal candidate will have strong organizational skills, excellent communication abilities, and a proven track record in office management.   In this role you will : ·          Manage office operations and ensure efficient workflow ·          Maintain office supplies inventory and place orders as needed ·          Answer phone calls and respond to inquiries in a professional manner ·          Develop and implement training programs for new employees ·          Supervise administrative staff and provide guidance as needed ·          Ensure compliance with company policies and procedures ·          Handle sensitive information with confidentiality and discretion...

Application Dev Consultant - 87ID5E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Hartford Funds is seeking a highly skilled and reliable Data Operations & Database Engineer to join our data team. This individual will be responsible for ensuring the smooth operation, deployment, and optimization of data pipelines and database systems. They will serve as a trusted advisor to data engineers and architects, contributing to the design and implementation of scalable, efficient, and secure data solutions. This role requires a strong foundation in SQL, ETL processes, and cloud data platforms, along with a proactive mindset for identifying and resolving data bottlenecks and inefficiencies. Responsibilities: Data...

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Director of Investment Operations and Administration plays a pivotal role in managing the firm’s investment operations from trade implementation and centralized account management to the operational systems that power the Chief Investment Office. As the central link between the CIO team and advisors, this leader ensures that investment processes run effectively, efficiently, and in compliance with firm-wide policies and procedures. The incumbent will work collaboratively with senior executives, portfolio managers, and service partners. In addition, the Director combines strategic oversight with operational discipline to...

Position Summary The Binding Operations Coordinator is responsible for the binding process of insurance policies, ensuring adherence to underwriting guidelines and regulatory standards. The role includes inputting necessary information into underwriting applications for accurate policy rating, documentation, and issuance. They act as a liaison between underwriters and brokers, responding to inquiries, collecting information for quoting, and providing revised quotes. They also serve as backup for underwriters and underwriting assistants during their absence. What will your job entail? Job Responsibilities: • Assists the process of binding insurance policies, ensuring accuracy and compliance with binding underwriting guidelines and regulatory requirements. • Administers underwriting applications with the information necessary to rate, document and issue accurate and compliant policies. • Assists with new business submission with directions from the Binding Underwriter to...

Position Summary The Business Operations Associate is a key member of the operations team supporting application management, user acceptance testing, forms and content management, user training and problem resolution. This person will work closely with the Operations Manager to support business processes, training and reporting, system management and data analysis. This role requires a detailed, task-oriented individual with strong communication skills. What will your job entail? Job Responsibilities: • Become an expert in our policy issuance and task management systems to provide end-user support, training, configuration management and documentation creation • Manage company data and prepare reports. • Identify and resolve problems related to business operations. • Identify opportunities for process improvement and propose solutions. • Collaborate with the Sales Team, Underwriting, Accounting, and Actuaries to integrate operations processes. •...

Guardian's Group Benefits Underwriting team is hiring a Business Analyst. This is a fantastic career opportunity in a fast paced, dynamic environment! You are: A self-starter who seeks to understand customer needs, business demands, and aligns their capacity and skills to implement the best solutions Able to solve problems and function highly in both an independent and team environment Determined to find the best approach to the work, identifying the highest value techniques to achieve business objectives Focused on developing and maintaining relationships with all key stakeholders to gather information, understand interests, and enhance personal and departmental productivity You have: Bachelor’s degree preferred or equivalent work experience in similar role A broad understanding of group insurance strategies, products, and processes Elevated proficiency in Microsoft Office, Copilot, and Salesforce Exceptional written skills; ability to tailor messaging to...

Description Position Overview: The Loan Closer is responsible for overseeing, coordinating, and executing the full lifecycle of the closing process for primary and secondary syndicated loan trades, including Term Loan B (TLB) transactions in which the bank serves as the Administrative Agent.  This role is accountable for closing all primary and secondary loan trades executed by the Loan Trader and for executing primary and secondary loan documentation on behalf of the bank in accordance with delegated authority.  The Loan Trade Closer ensures accurate documentation, compliance with applicable credit agreements, and timely funding, while working closely with internal teams, borrowers, lenders, trade counterparties, agent banks, and external counsel (when required).  In addition, this position partners with outsourced market vendors, the Business/Trading Desk, and internal teams to identify, remediate, and resolve...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. Job Title:  Director, Quality Engineering Location:  New York, NY / Philadelphia, PA / Atlanta, GA Department:  Starr Technology Group Overview: The Director, Quality Engineering plays a critical leadership role responsible for operationalizing and scaling Starr’s Quality Engineering (QE) strategy. This leadership position is tasked with leading the execution of QE methodologies, managing QE teams, and driving the maturity of automated and manual...

Internship Start Date: June 2026 This position is in person from our Bala Cynwyd, PA office GBLI | Global Indemnity  provides specialty property and casualty insurance for small to middle-market businesses – and we’re on a mission to the best-in-class while achieving steady, profitable growth. Our guiding principles include the core belief that our people are number one. We also strongly emphasize a customer-centric mentality and disciplined underwriting practices. Our work environment is flexible, friendly, and collaborative, with plenty of opportunities to take charge of your career.  What You Will Do Work on applied AI and automation use cases across underwriting, operations, customer support, finance, and analytics  Help design and prototype internal AI tools such as: Knowledge and procedure chatbots using SharePoint, Copilot, or external AI platforms AI‑assisted document and manual search for underwriting and customer service Automated reporting,...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Underwriting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

About The Institutes A not-for-profit organization headquartered in beautiful Malvern, PA, The Institutes have been the leading provider of risk management and property-casualty insurance education for more than 100 years. By living our values—Put the Customer First, Do What You Say, Work Together, Be Innovative and Do the Right Thing— our talented team delivers innovative solutions that best empower risk and insurance professionals to help those in need. In 2025, The Institutes was named a Top Workplace by Philly.com for the tenth time. We understand the importance of work-life balance and provide excellent benefits and a friendly and team-focused work environment to drive employee engagement. Senior Vice president, Finance and Chief Financial Officer The Senior Vice President, Finance and Chief Financial Officer is responsible for leading Finance and to develop, align, coordinate and execute strategic goals in support of the organization’s strategic initiatives and...

About The Institutes Located in beautiful Malvern, Pennsylvania, The Institutes® are a not-for-profit comprised of diverse affiliates that educate, elevate, and connect people in the essential disciplines of risk management and insurance. Through products and services offered by our nearly 20 affiliated business units, people and organizations are empowered to help those in need with a focus on understanding, predicting, and preventing losses to create a more resilient world. Additionally, we understand the importance of work-life balance—in 2025 Philly.com named us a Top Workplace for the tenth year and USA Today named us a USA Top Workplace for the third year. We provide excellent benefits and a friendly, team-focused work environment to drive employee engagement.   Meeting and Events Planner The Meetings and Events Planner is responsible for assisting the Meeting Managers with managing all essential aspects pre, on-site and post planning for all meetings/events...