Insurance Operations Broker Support Specialist

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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 aligned 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 carrier portals, quoting tools, and internal systems • Maintain accurate licensing and access records and 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, 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 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 and ensure agency adherence • Identify gaps, inefficiencies, and risks and implement solutions to improve accuracy and scalability • Operate autonomously 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 Excel 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 • Ability to manage multiple workflows with precision and accountability • Ability to work independently, prioritize effectively, and deliver results with minimal oversight • Ability to communicate clearly and professionally across internal teams, partners, and carriers • Analytical ability to interpret commission data and identify discrepancies • Preferred experience with Zywave and Sircon systems • Ability to participate in or facilitate video conferences and virtual meetings • Must be able to move up to 15 pounds at times

🏖️ Benefits

• Equal opportunity employer • Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the role