[Remote] Operations Specialist I

Note: The job is a remote job and is open to candidates in USA. Insurance Office of America is seeking an Operations Specialist I to ensure compliance with carrier/broker and state licensing requirements. This role involves processing agency appointments, managing sales team access, and coordinating licensing activities to support the organization's operational standards.ResponsibilitiesDeliver Outstanding Service: Apply discretion and independent judgment to deliver outstanding service, anticipating needs, maintaining professional communication, and responding quickly with customized solutionsDevelop Relationships: Build strong working relationships with key regulatory, vendor, and broker/carrier contactsCreate and Document Systems: Collaborate with the Manager and team to create and document Carrier & Licensing Operations systems, procedures, and training toolsMaximize Market Access: Structure broker and carrier appointments to maximize market access. Complete agency profiles and related documentation accuratelyManage Agreements: Enter new or modified agreements in the Contract Management system for Legal review and executionSimplify Onboarding: Establish a dialogue with new broker and carrier partners to simplify onboarding, address appointment and access needs, and form strong partnershipsProvide Market Access Information: Answer inquiries about market access and notify employees and agents of significant contract changesFacilitate Book Transfers: Facilitate book transfer activity, minimizing client disruption and transition time for new producersProcess 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 portalsTrack Licensing Expenses: Track licensing expenses, approve invoices, and provide reconciliation data to Accounting and Finance teamsAudit Licenses: Audit existing licenses to identify compliance gaps and help formulate/execute resolution plansResearch State Requirements: Research state requirements for all license types to ensure compliance. Maintain and respond to questions about License and Education Policy documentsAssist with Projects: Assist with ad hoc projects as requested by ManagementImprove Professional Skills: Continuously improve professional skills by participating in development opportunitiesDevelop Positive Relationships: Maintain positive, productive relationships with IOA leadership, peers, co-workers, teammates, and employeesDemonstrate Strong Work Ethic: Exhibit a strong work ethic, positive attitude, and willingness to assist othersChampion IOA Values: Demonstrate integrity and leadershipSkills1+ years of insurance industry experience, including licensing, compliance, and/or contract administrationHigh School Diploma (or equivalent)Exceptional administrative, multitasking, and organization skills, with superior attention to detailAdvanced customer service, verbal/written communication skills, and training skillsAbility to understand and develop mastery of technology usedProficiency in Microsoft OfficeBenefitsCompetitive salaries and bonus potentialCompany-paid health insurancePaid holidays, vacations, and sick time401K with employer matchEmployee stock plan participationProfessional growth and career progression opportunitiesRespectful culture and work/family life balanceCommunity service commitmentSupportive teammates and a rewarding work environmentCompany OverviewInsurance Office of America is a full-service insurance agency. It was founded in 1988, and is headquartered in Longwood, Florida, USA, with a workforce of 1001-5000 employees. Its website is http://www.ioausa.com.