Agency Operations Specialist
Agency Operations Specialist
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
- Collaborate with the Principal and team at our HQ to manage carrier workflows retrieve documents and coordinate with external partners like COVU AMS and Capital Premium Finance.
- Utilize agency management systems (Applied Epic and COVU AMS) to organize and document critical information.
- Assist in obtaining esignatures via Adobe Sign and ensure the timely completion of documents.
- Troubleshoot and resolve operational challenges related to billing inquiries document retrieval and renewals.
- Run and analyze expiration reports in Applied Epic to monitor and track agency bill renewals.
- Crossreference renewal data with COVU AMS for accuracy and resolve discrepancies.
- Optimize and manage Outlook email calendar and task lists to support the Principals workflows.
- Maintain organized documentation and records of communications tasks and key projects.
- Prepare for meetings and follow up on action items to ensure timely completion.
- Track and manage financial workflows including invoicing carrier payments and Capital Premium Finance documentation.
- Follow up on outstanding tasks to ensure financial processes are completed efficiently.
- Work closely with the Principal to translate verbal and written instructions into actionable tasks.
- Communicate effectively with internal teams carriers and vendors to achieve operational goals.
- Proactively identify opportunities to improve workflows and reduce inefficiencies.
Employment Type
Full Time
