Agency Operations
Keep policy, service, claims-support, and agency workflows accurate and dependable.
Purpose and responsibilities.
Support the day-to-day processes behind reliable insurance service. Roles coordinate records, policy checking, billing questions, claims follow-up, service requests, and agency system workflows.
Policy Administration
Check issued documents against instructions and flag discrepancies.
Service Controls
Track requests, ownership, deadlines, and completion evidence.
Claims Support
Help clients report claims and follow up with the appropriate carrier contacts.
Process Improvement
Improve agency system data, documentation, and repeatable workflows.
Connected to the rest of the firm.
Work is coordinated across clients, producers, account teams, and carrier partners. Accurate records and clear ownership keep each request moving.
We value thoughtful questions, careful handling of confidential information, and follow-through. Specific responsibilities and qualifications are described in each opening.
Capability, judgment, and contribution.
Relevant backgrounds may include the following. Check each opening for its specific requirements.
- Agency Management Systems
- Policy Checking
- Claims Advocacy
- Documentation
- Clear communication, sound judgment, and reliable follow-through
- Licenses and qualifications appropriate to the role, where required
Open Agency Operations Roles
Current opportunities assigned to this division appear here automatically.