Insurance Operations Broker Support Specialist

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🕒 Julho 14

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Puzzle 🧩🚀

SiteLinkedInTodas as Vagas

11 - 50 funcionários

💸 Finanças

☁️ SaaS

💳 Fintech

Finance • SaaS • Fintech

Puzzle 🧩🚀 é uma plataforma de contabilidade moderna projetada para a era da IA, oferecendo soluções inteligentes de contabilidade para startups, fundadores e empresas de contabilidade. Oferece insights financeiros em tempo real, contabilidade automática e ferramentas de conformidade fiscal, integradas com tecnologias financeiras populares como Stripe e Brex. Puzzle automatiza tarefas contábeis repetitivas, permitindo que os usuários se concentrem no planejamento financeiro e na tomada de decisões estratégicas. Ao apoiar a conformidade fiscal desde o primeiro dia e oferecer um ecossistema de serviços parceiros, o Puzzle aprimora a experiência de gestão financeira e apoia o crescimento dos negócios. É particularmente vantajoso para startups que buscam otimizar as operações financeiras e reduzir a dependência de softwares tradicionais como o QuickBooks.

Descrição

• Collaborate with insurance producers and General Agent partners to generate accurate insurance quotes, plan comparisons, and client-ready proposals. • Monitor and track agency and producer licensing across multiple states. • Coordinate licensing applications, renewals, and continuing education requirements. • Manage carrier appointment processes, including submissions, follow-ups, and approvals. • Track and maintain carrier commission structures and payment schedules, develop and manage commission projections and reporting.

🎯 Requisitos

• 3–6+ years of experience in insurance operations, brokerage support, or agency administration preferred. • Experience managing licensing and compliance across multiple states. • Strong understanding of insurance products, quoting processes, and carrier structures. • Proficiency in CRM systems and Excel (advanced skills preferred). • Ability to work independently, prioritize effectively, and deliver results with minimal oversight. • Must be able to communicate clearly and professionally across internal teams, partners, and carriers.

🏖️ Benefícios

• Insurance Operations & Broker Support Specialist plays a critical role in supporting the agency’s sales and operational functions. • Collaborate with insurance producers to generate accurate insurance quotes. • Support pre-sale and renewal processes by coordinating data collection and submission timelines. • Monitor and track agency and producer licensing across multiple states. • Ensure producers have proper system and carrier access, including onboarding to carrier portals. • Develop and manage commission projections and reporting. • Design, document, and implement scalable workflows.