Operations Specialist I

Job Description:

Title: Operations Specialist I – Carrier & Licensing Operations 

Fully remote position
 
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations 
 
About the Role: The Operations Specialist I ensures all IOA entities, producers, and employees are compliant with carrier/broker and state licensing requirements, ensuring our partners continually meet IOA standards. This role involves processing agency appointments, contracts, and book transfers, managing sales team access to carriers and brokers, and coordinating and executing agency and producer licensing activities.  
 
Key Responsibilities: 

• Deliver Outstanding Service: Apply discretion and independent judgment to deliver outstanding service, anticipating needs, maintaining professional communication, and responding quickly with customized solutions. 

• Develop Relationships: Build strong working relationships with key regulatory, vendor, and broker/carrier contacts. 

• Create and Document Systems: Collaborate with the Manager and team to create and document Carrier & Licensing Operations systems, procedures, and training tools. 

• Maximize Market Access: Structure broker and carrier appointments to maximize market access. Complete agency profiles and related documentation accurately. 

• Manage Agreements: Enter new or modified agreements in the Contract Management system for Legal review and execution. 

• Simplify Onboarding: Establish a dialogue with new broker and carrier partners to simplify onboarding, address appointment and access needs, and form strong partnerships. 

• Provide Market Access Information: Answer inquiries about market access and notify employees and agents of significant contract changes. 

• Facilitate Book Transfers: Facilitate book transfer activity, minimizing client disruption and transition time for new producers. 

• Process Access Requests: Analyze and process requests for new company and broker access in the Agency Management System, following security and entry guidelines. Coordinate and maintain shared login access to carrier/broker portals. 

• Track Licensing Expenses: Track licensing expenses, approve invoices, and provide reconciliation data to Accounting and Finance teams. 

• Audit Licenses: Audit existing licenses to identify compliance gaps and help formulate/execute resolution plans. 

• Research State Requirements: Research state requirements for all license types to ensure compliance. Maintain and respond to questions about License and Education Policy documents. 

• Assist with Projects: Assist with ad hoc projects as requested by Management. 

• Improve Professional Skills: Continuously improve professional skills by participating in development opportunities. 

• Develop Positive Relationships: Maintain positive, productive relationships with IOA leadership, peers, co-workers, teammates, and employees. 

• Demonstrate Strong Work Ethic: Exhibit a strong work ethic, positive attitude, and willingness to assist others. 

• Champion IOA Values: Demonstrate integrity and leadership. 

 
Ideal Candidate Qualifications: 

• 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 

 
What We Offer: 

• 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 

 
What to Expect (Application Process): 

• 30-Minute Phone Screen, Online Assessments, and Interview(s) 

Salary Range

The expected pay range for this position is $21.00 to $23.50 per year, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.