Insurance Operations Specialist

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Outmarket AI

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2023

🤖 Artificial Intelligence

🛡️ Insurance

☁️ SaaS

Artificial Intelligence • Insurance • SaaS

Outmarket AI is an AI-driven SaaS platform purpose-built for insurance agencies and brokerages. It automates and accelerates insurance workflows—quote comparison, coverage gap analysis, contract/lease requirement checks, tower analysis, proposal generation, loss-run insights, ACORD form filling, and policy verification—by integrating with major agency management systems (e. g. , AMS360, Applied Epic, HawkSoft) and common document stores and email systems. The company emphasizes enterprise security (single-tenant architecture, zero data retention, SOC 2 Type II, HIPAA-ready), serves 250+ agencies, and positions itself to save underwriting/producer teams many hours per week while reducing errors and increasing revenue.

📋 Description

• Own usage and adoption outcomes for a portfolio of agency and brokerage clients • Learn each client’s workflows across submissions, certificates, endorsements, renewals, servicing workflows, and internal handoffs • Identify stalled adoption and determine the underlying causes • Design interventions including retraining, workflow redesign, champion development, and improved internal communication • Deliver training sessions for small service teams and large brokerage rollouts • Build quick-reference guides, onboarding checklists, role-specific training paths, and adoption playbooks • Turn successful client approaches into repeatable resources • Reproduce, document, and triage technical issues before escalation and follow them through resolution • Partner with the CSM on onboarding, business reviews, renewals, and expansion conversations • Keep account records, meeting notes, and follow-ups current and accurate

🎯 Requirements

• 3+ years of experience in an insurance agency, brokerage, or carrier environment across account management, client service, operations, underwriting support, claims, or similar roles • Strong working knowledge of agency operations, including submissions, certificates, endorsements, renewals, and supporting systems • Familiarity with AMS360, Applied Epic, HawkSoft, Nexsure, or similar agency management systems • Demonstrated ability to change how people work through process rollouts, tool adoption, or workflow redesign • Strong written and verbal communication skills, including comfort working with senior stakeholders • Strong judgment and comfort operating in ambiguity • Proactive mindset and willingness to identify problems before clients ask for help • P&C license and/or CISR, CIC, CPCU, or similar designation is a bonus • Experience training, teaching, or facilitating enablement is a bonus • Exposure to employee benefits in addition to commercial lines is a bonus • Experience in fast-moving startup or high-change environments is a bonus

🏖️ Benefits

• Direct path to growth into a Client Success Manager role • Opportunity to help build the adoption, training, and enablement foundation for a growing client success organization • Meaningful ownership and visibility across client outcomes and internal operations • Close partnership with experienced client-facing teammates and cross-functional exposure across the company • Opportunity to bring deep insurance knowledge into a modern, AI-first platform built specifically for the industry