771 operations specialist jobs found

The RIA Operations Specialist will serve as the expert on all aspects of our managed account model management and trading platform, as well as all associated custody, clearance, and order execution processing. The Operations Specialist will intimately understand how our Portfolio Administration Technologies, Envestnet, Orion and our new digital partner, are used to facilitate a strategy, from proposal through to account investing. They will be expected to fully understand our policies and procedures around all aspects of advisory operations and be able to effectively communicate those to our IARs. The candidate will also work on various reports on a periodic basis which may include communication with different areas within the company. This role will be instrumental in contributing to the operation’s broad approach to driving growth efficiency across the customer lifecycle! You are A consummate professional with excellent verbal and written communication skills. You are...

  Stop searching. Start growing. It’s time to build a meaningful career where you can grow, your ideas can thrive, and you are recognized and valued. Join a team committed to your excellence, and apply to Safety National today! Ready for a rewarding career? Follow this link to view all of our available careers and apply: https://www.safetynational.com/careers-page/     This opportunity is in the Account Services Department. Responsible for seeing policies through to the finish line, our Account Services department facilitates the processes between Claims, Underwriting, and our brokers. Ranging from rating services to audits to operational guidance, the available career opportunities are abundant with varying levels of specialty. Maintaining a strong network of team leaders, our department’s relationship allows for cross-training opportunities and plenty of collaboration. Role Description: As an Insurance Operations Specialist, you will play a vital role in providing...

Crum & Forster Company Overview Crum & Forster (C&F)  with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A" (Excellent) by AM Best and is proud of our superior customer service platform. Our claims and risk engineering services are recognized as among the best in the industry.   Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning several workplace and wellness awards, including the October 2023 Great Place to Work® Award for our employee-first focus and our steadfast commitment to diversity, equity and Inclusion.   C&F is part of Fairfax Financial Holdings, a global, billion dollar organization.  For more information about Crum & Forster, please...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Vendor Operations Specialist to join our Vendor Operations Team in Newport Beach, Omaha, or Lynchburg. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office. As a Sr. Vendor Operations Specialist you’ll move Pacific Life, and your career forward by being key point of...

At Coaction, we’re a unique mix of leaders, achievers, thinkers, and team players with a high-performance mindset and a diverse skillset. We bring our industry expertise together to continually push the boundaries of what insurance can be for our clients. At Coaction, we’re a unique mix of leaders, achievers, thinkers, and team players with a high-performance mindset and a diverse skillset. We bring our industry expertise together to continually push the boundaries of what insurance can be for our clients. As an Underwriting Operations Specialist, you are the back bone of the underwriting process and aid as the Underwriter’s business partner.  You are intuitive and can interpret the needs of your team and external clients as you succeed in prioritizing and executing your responsibilities.  You know the underwriting process like the back of your hand and use this knowledge to propose out of the box recommendations to your team.  You are a competent communicator who enjoys...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is s eeking a S enior Finance & Operations Specialist to join our growing team in Fort Lauderdale, Florida.   In this role, you will oversee the branch’s accounting functions and ensure accurate and timely financial reporting. The majority of your time will be spent in a decision-making capacity, exercising discretion to optimize accounting processes and drive financial success. This position offers the opportunity to gain deep insights into the financial and operational functions of a thriving profit center while playing a key role in shaping its success.   How You Will Contribute   Assist in completing all profit center daily accounting functions including accounts receivable, cash receipts, cash disbursements, journal entries and vendor payables, and insurance company...

Position Summary As a Business Operations Specialist, you will focus on the continuous improvement of business processes leading to increased efficiency in all areas of Ryan Specialty. Working with production teams as well as back-office teams, such as Surplus Lines Tax, Premium Accounting, Quality Control, RSUM & Central Processing, you will be responsible for analyzing data, identifying gaps, tracking/trending issues, and communicating root causes to improve processes. This role is also responsible for project coordination from idea conception to completion. What will your job entail? Essential Functions: · Leading change management and/or process improvement projects as they relate to process, systems, reporting, innovation, and M & A activity. · Analyzing data to identify and communicate improvement opportunities in current and future processes, with a focus on scalability and standardization. · Using data and/or process review to be able to identify...

Company: Marsh Description: We are seeking a talented individual to join our team at Marsh. This role will be based in Austin, TX. This is a hybrid role that has a requirement of working at least three days a week in the office. The Insurance Operations Specialist III prepares insurance documents on industry-standard forms for our clients and is responsible for reviewing submitted documentation, consulting insurance information, and preparing and distributing the Certificates of Insurance to appropriate parties.   We will count on you to: Handle end-to-end standard client renewal process including timely and accurate updates of master templates, following directions regarding final document aggregation and distribution Create and manage non-Acord documents as assigned, including endorsement creation, uploads, and swaps SME and primary point of contact for a high visibility book of business. Scope of support includes facilitating client calls to proactively...

Description Job Description Summary: Under direct supervision an Operations Specialist I, performs various functions that are routine to moderately complex in nature. These include but are not limited to sorting, processing, researching, extracting, scanning, data entry and filing documents. This position should be able to adapt to change, process changes, and schedule changes, etc. per business need, working in a fast paced, high volume production environment, as well as provide the best customer service by meeting service level standards with a service heart attitude. Duties and Responsibilities: Completes daily and recurring work in a timely manner. Compiles regular reports as needed. Exchanges information and resolves problems that are somewhat routine with solutions based on past practices. Cross trained to perform several functions. Performs other duties as assigned....

We’re thrilled that you are interested in joining us here at the Amynta Group! The Operations Specialist is a key part of the production underwriting capabilities of Amynta Dealer Solutions. This position lead projects, identify solutions, and execute individual process tasks within the insurance policy Lifecyle. The Operations specialist will focus on improving the functionality of our production underwriting team. Amynta Dealer Solutions is Amynta’s leading dealer program offering a full suite of industry leading property, casualty and specialty products for dealerships within multiple industry verticals. Our team is growing and we are looking for individuals with insurance experience or the right passion for taking care of customers. The Operation Specialist role can be filled by individuals with experience as assistant underwriters, account managers, raters, or underwriters with experience on the carrier, mga or agent side. We are also willing to train the right...

We’re thrilled that you are interested in joining us here at the Amynta Group! The Operations Specialist is a key part of the production underwriting capabilities of Amynta Dealer Solutions. If you have a growth mind set, individual accountability, critical thinking skills, and are detail-oriented we would love to talk with you about joining our team. The Operation Specialist role can be filled by college graduates, individuals with experience as assistant underwriters, account managers, raters, or underwriters. As we grow these positions will career path through personal and career development opportunities that can be aligned with your core capabilities and personal growth objectives. Growth opportunities include production underwriting, sales, marketing, data analytics or operation management teams. The Operations Specialist is a key part of the production underwriting capabilities of Amynta Dealer Solutions. This position will report to the VP, Amynta Dealer Solutions....

Position Summary The position is part of our Ryan Financial Lines group, specifically situated within the International Facultative Reinsurance Team as part of the Latam & Caribbean team. The ideal candidate will be fluent in Spanish and be able to perform a variety of tasks including Operations, Underwriting and Administrative assistance. They will exhibit prior experience with data management, financial reconciliations, insurance/reinsurance, and/or claims management. The individual will have the opportunity to collaborate with both external markets as Reinsurance brokers, adjusters and Carriers and internal business units such as Claims, Underwriting, and Finance Department. What will your job entail? Performs a combination of duties in accordance with the D epartmental guidelines:     Operations   C ompletes analysis of Reinsurance Slips and E ndorsements for signature while interfacing with Underwriting,...

Specialty Program Group (SPG) is the wholesale & MGA division of HUB International. SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under distinct brands (portfolio companies). Overview We are looking for an innovative Business Process Analyst to join our expanding team. In this role you will be interacting with Wholesale and Contract binding business teams to review business process and identifying opportunities for optimization with focus on driving operational excellence and continuous improvement across the organization. To ensure success as an Operations Specialist, you should have detailed knowledge of Property Casualty Wholesale business workflows, excellent communication skills, and a collaborative approach. A top-class process analyst can identify bottlenecks and influence teams to adopt re-engineering solutions to digitize, optimize process and...

Specialty Program Group (SPG) is the wholesale & MGA division of HUB International. SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under distinct brands (portfolio companies). Overview We are looking for an innovative Operations Specialist to join our expanding team. In this role you will be interacting with Life, Annuity, and Employee Benefit business teams to review business process and identifying opportunities for optimization with focus on driving operational excellence and continuous improvement across the organization. To ensure success as an Operations Specialist you should have detailed knowledge of Life, Annuity, and Employee Benefits process and workflows, excellent communication skills, and a collaborative approach. A top-class operations specialist can identify bottlenecks and influence teams to adopt re-engineering solutions to optimize process...

Overview The Technical Operations Specialist position will work with internal and external stakeholders and will report to the AVP of Claims Operations. This role is responsible for assistance with developing claims functional and process requirements for projects, enhancements, and technology innovations. It will require the individual to possess an excellent understanding of the (LOB) Claims business functions, focus on process improvements and will collaborate extensively with Claims staff. The individual is expected to display a high degree of focus on driving projects to completion while building relationships with stakeholders .   The Technical Operations Specialist will work with business leads to bring national initiatives to the local level. They will also work with other departments to progress business needs in the areas of technology and compliance, plus act as a SME during strategic discussions, projects, and local movements.  Maintains a...

Company: Marsh Description: We are seeking a talented individual to join our team at Marsh. This role will be based in Austin, TX. This is a hybrid role that has a requirement of working at least three days a week in the office. The Insurance Operations Specialist III prepares insurance documents on industry-standard forms for our clients and is responsible for reviewing submitted documentation, consulting insurance information, and preparing and distributing the Certificates of Insurance to appropriate parties.   We will count on you to: Handle end-to-end standard client renewal process including timely and accurate updates of master templates, following directions regarding final document aggregation and distribution Create and manage non-Acord documents as assigned, including endorsement creation, uploads, and swaps SME and primary point of contact for a high visibility book of business. Scope of support includes facilitating client calls to proactively...

Company: Marsh Description: We are seeking a talented individual to join our team at Marsh. This role will be based in Austin, TX. This is a hybrid role that has a requirement of working at least three days a week in the office. The Insurance Specialist II plays a key role in meeting the servicing needs of the business and acts as an intermediary between internal teams. We will count on you to: Maintain a high level of accuracy across all areas of data entry and research into Marsh systems Demonstrates the ability to prioritize and complete work independently in the expected timeframe. Adheres to compliance guidelines by requesting counsel or documentation when necessary Serve as subject matter expert for questions related to systems, procedures, workflows, and resources Demonstrate a high level of engagement in meetings, projects, and site wide initiatives Works with supervisor to ensure alignment on goals and performance standards Maintain...

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 160 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 Claim 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...

Job Description About Acrisure: Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Job Summary: SBMA, a third-party administrator, is an affordable ACA-compliant benefits provider to thousands of employers. Their goal is to simplify the complexity of providing employee benefits. SBMA is different because of its personal service, speed of implementation, and innovative approach to...

Description Summary: This Process Administrator position provides "Simply the Best" customer service at all times. Under minimum supervision, performs a variety of assignments that are moderately complex and require detailed knowledge of company and/or department procedures. We're looking for a self-starter who wants to grow with us! Duties & Responsibilities: Handles assigned daily work assignment that consist of collector and HomeSavers requests. Payment research and posting Issues delinquency letters Issues phone number update and payment plan letters Processes HomeSavers applications Runs and monitors delinquency scripts Processes incoming and outgoing mail Research delinquent taxes and legal documents. Prepares Foreclosure Referrals for Consumer Accounts. Handles email requests Refers escalated accounts to manager Position will cross-train to other products Performs other duties as...