Insurance Operations – Broker Support Specialist

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🕒 May 1

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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

• Partner with producers and GA partners to support insurance quotes, plan comparisons, and client-ready proposals. • Manage multi-state licensing, including applications, renewals, and ongoing compliance tracking. • Ensure producers are appropriately onboarded and enabled with required carrier appointments, system access, and operational tools. • Coordinate and manage carrier appointments and onboarding, maintaining strong and professional relationships. • Track, project, and reconcile commissions and payment schedules; research and resolve discrepancies as needed. • Develop, document, and implement standard operating procedures (SOPs) and scalable workflows. • Identify operational gaps and recommend or implement process improvements to enhance efficiency, accuracy, and growth.

🎯 Requirements

• 3–6+ years of experience in insurance operations, brokerage support, or agency administration. • Proven experience supporting carrier relationships, licensing, and commission processes. • Demonstrated ability to work independently and build structure in a fast-paced or growth-oriented environment. • Strong organizational skills and attention to detail. • Proficiency with CRM systems, Microsoft Excel, and industry platforms such as Sircon, Employee Navigator, and Zywave. • Strong communication skills and a high level of professionalism when working with internal and external partners. • Ownership mindset—takes initiative, follows through, and drives work to completion.