Insurance Operations Broker Support Specialist

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🕒 2 days ago

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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. • 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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.