Operations Specialist

NEXT Insurance is a technology-led provider of small business insurance, aiming to transform the customer experience. The Operations Specialist will provide operational support, manage client accounts, and ensure timely problem resolution to enhance the client experience. Responsibilities Set up new Workers’ Compensation and Disability policies Utilize multiple computer software applications in conjunction with carrier and bureau web-sites, along with internal systems (e.g., Epic, Zendesk, Agency Dashboard, Salesforce, Docusign, and reports) Place outbound calls and assist with/receive inbound calls for customer support Maintain accurate recording of all internal and external communication (customers/insured’s, insurance partners, payroll partners, etc.) Provide phenomenal customer service while assisting with policy, payroll, and billing management Timely and accurately address assigned tickets in ZenDesk for customer support Provide necessary documentation to state and federal insurance agencies as well as our insurance partners Perform data input, maintain strong prioritization and organizational skills, and professional communications Maintain strong problem resolution techniques and recommend changes to staff and management Stay abreast of all changes pertaining to various product offerings, regulatory changes, policy changes, and insurance industry developments Other duties as assigned Skills 1+ years of experience working in a customer service environment Excellent verbal, written and interpersonal communication skills Detail-oriented and high level of accuracy Aware of deadlines and dedication to meet them for our clients/partners Must be self-motivator and self-starter Good communicator in a close team environment Positive 'can-do' attitude and a desire to contribute to a growing, energetic work environment Strong organizational skills and ability to prioritize workflow Willingness to transition from task to task along with taking on last-minute projects Experience working in the insurance industry Benefits Partially subsidized medical plan Fully subsidized vision/dental options Life insurance Disability insurance 401(k) Flexible paid time off Parental leave Company Overview Next Insurance is a financial service firm that offers insurance coverage to entrepreneurs and small businesses. It was founded in 2016, and is headquartered in Palo Alto, California, USA, with a workforce of 501-1000 employees. Its website is