Insurance Operations Broker Support Specialist

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🕒 July 14

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Puzzle 🧩🚀

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

☁️ SaaS

💳 Fintech

Finance • SaaS • Fintech

Puzzle 🧩🚀 is a modern accounting platform designed for the AI era, providing smart accounting solutions for startups, founders, and accounting firms. It offers real-time financial insights, automatic bookkeeping, and tax compliance tools, all integrated with popular financial technologies like Stripe and Brex. Puzzle automates repetitive accounting tasks, enabling users to focus on financial planning and strategic decision-making. By supporting day-one tax compliance and offering an ecosystem of partner services, Puzzle enhances the financial management experience and supports business growth. It is particularly advantageous for startups seeking to streamline financial operations and reduce reliance on traditional software like QuickBooks.

📋 Description

• Collaborate with insurance producers and General Agent partners to generate accurate insurance quotes, plan comparisons, and client-ready proposals. • Assist in preparing and delivering proposal materials, ensuring alignment with carrier guidelines and client needs. • Support pre-sale and renewal processes by coordinating data collection and submission timelines. • Monitor and track agency and producer licensing across multiple states. • Coordinate licensing applications, renewals, and continuing education requirements. • Support producers through licensing exam preparation and scheduling. • Ensure producers have proper system and carrier access, including onboarding to carrier portals, quoting tools, and internal systems. • Maintain accurate licensing and access records while ensuring ongoing compliance with state and carrier requirements. • Establish and maintain relationships with insurance carriers and partners. • Manage carrier appointment processes, including submissions, follow-ups, and approvals. • Coordinate carrier onboarding requirements, including contracting, portal access, and documentation. • Serve as a point of contact for carrier-related operational inquiries. • Track and maintain carrier commission structures and payment schedules. • Develop and manage commission projections and reporting. • Reconcile commission payments to ensure accuracy and resolve discrepancies with carriers. • Support internal stakeholders with commission-related insights and reporting. • Design, document, and implement scalable workflows across licensing, quoting support, carrier management, and commissions. • Establish standard operating procedures (SOPs) and ensure adherence across the agency. • Identify gaps, inefficiencies, and risks; proactively implement solutions to improve accuracy and scalability. • Operate with a high degree of autonomy to build structure, drive accountability, and deliver consistent outcomes.

🎯 Requirements

• 3–6+ years of experience in insurance operations, brokerage support, or agency administration preferred. • Experience managing licensing and compliance across multiple states. • Familiarity with commission structures, reconciliation, and reporting. • Experience onboarding users to carrier portals, quoting tools, and internal systems. • Proficiency in CRM systems and Excel (advanced skills preferred). • Strong understanding of insurance products, quoting processes, and carrier structures. • Demonstrated ability to build and implement processes in a startup or evolving environment. • Possess a builder mindset: Creates structure where none exists; thrives in ambiguity. • Ability to manage multiple workflows with precision and accountability. • Takes initiative and drives outcomes without reliance on established processes. • Ability to communicate clearly and professionally across internal teams, partners, and carriers. • Analytical thinker: Interprets commission data and identifies discrepancies.