Service Operations Associate
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Job Description
Service Operations Associate managing the insurance policy lifecycle with client care at Embroker. Requires strong attention to detail and excellent communication skills in a remote setting.
Responsibilities:
- Conduct policy administration tasks, including processing policy changes, endorsements, renewals, and carrier notices; generating and managing insurance documents; and reviewing premiums, commissions, fees, and related policy information for accuracy
- Respond to clients, partners, carriers, and internal inquiries clearly and professionally via phone, email, or chat
- Manage client support cases efficiently, ensuring all requests are tracked, resolved, and closed promptly
- Coordinate with insurance carriers and underwriters to obtain quotes, documentation, and resolve issues
- Support billing and payment processes, including addressing questions, entering data, and assisting with audits or collections
- Support compliance processes, including audits and surplus lines filing
- Ensure all activities comply with company policies and regulatory standards
- Perform other duties as assigned
Requirements:
- High school diploma or equivalent required; college degree or relevant insurance coursework is a plus.
- Customer service or administrative experience preferred (including internships, part-time roles, or volunteer work); experience in commercial insurance is a bonus.
- Strong written and verbal communication and interpersonal skills
- Comfortable using G-Mail, Google Docs & Sheets and/or Microsoft Office; experience with Salesforce and Adobe Acrobat is a plus
- Excellent organizational and time-management skills
- Ability to work independently and collaboratively as part of a team
- Detail-oriented, proactive, and able to follow established processes
- Basic knowledge of insurance products and terminology is preferred but not required
- Prolonged periods of time sitting at a desk and working on a computer
- Ability to work cross-culturally on a global team
- Ability to perform effectively in a remote work environment.
Benefits:
- Medical - 5 plans to choose from including one with an employer funded HSA
- Dental - Employer pays 100% of employee premium
- Vision - Employer pays 100% of employee premium
- Life and AD&D - Employer provided as well as additional voluntary
- Short and Long Term Disability - Employer provided
- Flexible Spending Accounts - Medical and Childcare
- Accident
- Critical Illness
- Employee Assistance Program - Including dependents
- Pet Insurance
- 401(k) with Employer Match
- Unlimited Flexible Time Off (Vacation)
- Sick Time
- 12-Weeks Paid Parental Leave
- Work from Home Office Set-up Stipend
- Paid Subscription for Wellable Wellness
- Stock options
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