Carrier Operations Specialist

🔥 48 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

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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

• coordinating transactional carrier-related operations for the department • maintaining carrier downloads • managing carrier logins/passwords • managing carrier codes • troubleshooting management system issues • pulling and distributing reports • compiling documented policies and procedures into a cohesive set of operational guidelines • assisting with setup of new appointments • assisting in carrier book transfers • coordinating with the Operations department to maintain and update Admin Carrier Spreadsheet & database • updating new/existing appointments • creating Agency Data Sheet for new partnerships • providing and maintaining accurate Carrier Appointment and Partnership data • communicating with carriers regarding new partnerships • collaborating with different departments regarding carrier related processes • attaching corresponding documents in document management system • sending weekly or biweekly follow-ups as needed • participating in bi-weekly department meetings

🎯 Requirements

• 3-5 years in customer service or underwriting role at insurance agency • Experience with Applied Epic, Vertafore AMS or similar systems • Experience defining and documenting procedures and workflows • Accuracy and attention to detail is absolutely required, as well as a track record of reliability, confidentiality, and conscientious work habits • Proficient in MS Office, specifically Excel, Word and PowerPoint • Ability to work independently with little supervision • Ability to organize and prioritize effectively and manage multiple projects at once • Ability to interpret data and make cost effective decisions • Ability to adapt and work efficiently in a rapidly changing dynamic environment with deadline pressures • Demonstrated ability in dealing directly with co-workers, clients, vendors.

🏖️ Benefits

• wellness programs • work/ life balance • a culture that helps others