Assistant EB Operations Coordinator

Job not on LinkedIn

🔥 5 minutes ago

🏄 California, Florida, +1 more states – Remote

🏄 California – Remote 🐊 Florida – Remote 🤠 Texas – Remote

💵 $45k - $55k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

The Liberty Company Insurance Brokers, LLC

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1987

💼 Consulting

🏥 Healthcare

📦 Logistics

Consulting • Healthcare • Logistics

The Liberty Company Insurance Brokers, LLC is a U. S. -based insurance brokerage and risk management firm that provides commercial and personal insurance, employee benefits, retirement plan consulting, HR services, and wellness programs. It offers tailored coverages including general liability, workers' compensation, commercial auto, professional liability and ancillary benefits, plus risk management, claims support and agency partnership services for businesses across industries. Liberty operates regional locations (CA, FL, IL), supports insurance agencies with administrative and technology partnerships, and focuses on customized strategies to reduce risk and improve employee and business outcomes.

📋 Description

• Support the day-to-day operational engine of the Employee Benefits practice • Submit, track, and drive carrier appointment and contracting requests through completion • Research unfamiliar carriers and agencies to identify requirements and contacts • Maintain appointment trackers and follow up on outstanding items, escalating stalls • Gather and submit licensing, W-9, E&O, ACH, agency, and other required documentation • Confirm effective dates, writing numbers, and agency codes • Process carrier portal access and login requests and troubleshoot account, permission, and credential issues • Maintain accurate carrier portal access records by user and office • Support access setup and removal during onboarding and offboarding with Operations, IT, and HR • Submit carrier agreements and appointment paperwork to Legal for review and signature • Track documents through execution and maintain organized agreement records • Monitor shared mailboxes and request queues, triage requests, and own tickets through resolution • Support routine system/account setup and data entry • Maintain process checklists and documentation and flag recurring issues or process gaps • Partner with Account Management, Sales, Legal, Accounting, IT, and HR to remove operational roadblocks • Communicate status proactively in writing • Draft and publish operational updates in Workvivo • Support partnership onboarding and book rolls and participate in special projects • Manage competing priorities while maintaining accuracy, organization, and confidentiality

🎯 Requirements

• 1+ year of experience in employee benefits, insurance operations, carrier relations, licensing/appointments, or a similar operational role preferred • Highly resourceful and self-directed, with ability to research unfamiliar carriers, identify requirements, and independently drive appointment processes • Strong ownership and follow-through • Excellent organizational skills and ability to manage a high volume of appointments and requests • Detail-oriented and process-minded • Comfortable working through ambiguity and troubleshooting issues independently • Strong written and verbal communication skills and appropriate escalation judgment • Proficiency in Microsoft Office • Ability to quickly learn agency management systems, SharePoint, carrier portals, and workflow systems • Discretion in handling confidential information • Direct experience with carrier appointments, contracting, or producer licensing preferred • Exposure to benefits administration or agency management systems such as BenefitPoint, AMS360, Employee Navigator, or Ease preferred • Experience with ticketing or workflow systems such as Monday.com or similar preferred • Experience coordinating documents for legal review and signature preferred • Experience posting to an internal communications platform such as Workvivo preferred • Active Life & Health insurance license, or willingness to obtain one • Associate’s or Bachelor’s degree, or equivalent professional experience • Must meet applicable state insurance licensing requirements for roles requiring a state insurance license • Must not be disqualified or barred from licensure • Must not be prohibited from conducting the business of insurance under Title 18 U.S. Code §§1033 and 1034

🏖️ Benefits

• Competitive pay • Comprehensive benefits • Generous PTO and holidays • Continued education • Wellness-focused programs • Award-winning, people-first culture • Occasional vendor-function or training travel where a virtual option is unavailable