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Insurance Operations Specialist
Firefly Agency. Manage carrier appointments for agents and producers .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing carrier appointments and maintaining compliance within the insurance industry, utilizing technology and software tools to streamline operations and enhance agent support.
Highest-signal resume keywords
Insurance Industry ExperienceEZLynx Agency Management SystemExcel ProficiencyProcess Automation ToolsAgent Licensing Practices
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Carrier Appointments ManagementRegulatory Compliance MonitoringReport GenerationOperational Challenge IdentificationBook Organization
Soft Skills
Attention to DetailProblem-SolvingCommunication
Tools & Technologies
EZLynxMicrosoft Power AutomateExcel Power Query
Certifications & Qualifications
Insurance License
Industry Keywords
Insurance AgencyCommission StatementsE&O CoverageOnboardingPaperless Environment
About the role
Key responsibilities & impact- Manage carrier appointments for agents and producers
- Help agents maintain access to carrier websites and tools
- Maintain agent insurance license records
- Monitor agent E&O coverage for regulatory compliance
- Administer EZLynx Agency Management System, including creating branches and user accounts, overseeing downloads, and managing user settings
- Run reports for projects and carrier changes
- Keep the book of business organized
- Help ensure agents are paid accurately and on time
- Gather monthly commission statements from carrier partners
- Match operating costs with the correct branch, including MVR and CLUE report charges and software subscriptions
- Facilitate onboarding of acquired agencies and other book transfer requests
- Identify operational challenges and process gaps and recommend resolutions
- Support post-acquisition employee onboarding
Requirements
What you’ll need- Relevant work experience in the insurance industry
- Experience working in an insurance agency as a producer, CSR, or office manager, or experience working for an insurance company in licensing, commissions, or sales support, or experience working for a company that provides services to insurance agents or insurance companies
- High comfort level using technology, automations, and software shortcuts to simplify work
- Own high-speed internet connection
- Distraction-free place to work from home
- High comfort level working in a paperless environment
- Excel proficiency
- Familiarity with Excel’s Power Query tool is a bonus
- Familiarity with EZLynx or another Agency Management System as a user or admin
- Familiarity with the basics of insurance agent licensing practices
- Experience with process automation tools; Microsoft Power Automate experience is beneficial
Benefits
Comp & perks- 15 days (120 hrs.) PTO available upon hire date
- 401(k) with Employer match up to 4%, available immediately
- Health/Dental/Vision Insurance
- Short-Term Disability, AD&D and Life Insurance
- Paid Maternity leave
- Paid Parental Leave
- Firefly will provide a computer, software phone, email, task management, electronic documents, and website access
- Remote work from home
- Three required in-person meetings in Columbus, Ohio per year