insurance operations specialist

Alliant Insurance Services

Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
 More information is available on the company's website at: www.alliant.com.
 
SUMMARY
 
Responsible for advanced operational processing, including complex endorsements, detailed billing reconciliation, elevated inbox management, claims follow-up, reporting, and external policy tracking. This role supports continuous process improvement, helps maintain SOPs, and serves as a resource for Operations Specialist I. Works closely with licensed SES personnel and leadership to ensure accuracy, efficiency, and consistent service delivery.
 
ESSENTIAL DUTIES AND RESPONSIBILITIES
 
Independently process complex property and insurance records in SES systems, including exception scenarios and non-standard workflows.
 
Review, validate, and correct work completed by Level 1 Specialists to ensure accuracy, completeness, and audit readiness.
 
Attach, index, and maintain supporting documentation in accordance with documentation standards and audit requirements.
 
Process complex endorsements involving special conditions and submit and track transactions through SES workflows, resolving routine operational questions directly.
 
Maintain external policy tracking for financial institution portfolios, ensuring accurate documentation, clear status reporting, and timely follow-up.
 
Execute advanced follow-ups for complex, incomplete, or non-standard policy documentation and escalate unresolved issues as needed.
 
Perform advanced billing reconciliation, including multi-system comparisons, GL coding validation, refund analysis, and discrepancy investigation.
 
Research recurring or systemic billing issues and coordinate with Accounting, Operations, or external vendors to resolve complex billing problems.
 
Serve as a primary point of contact for escalated calls and emails requiring advanced operational knowledge, providing clear process explanations within non-licensed scope.
 
Handle high-volume individual and shared inboxes, draft or refine non-template correspondence, ensure compliance with SLAs and communication standards, and provide guidance to Level 1 staff on professional communication and escalation practices.
 
Complete FNOL submissions for complex or time-sensitive losses, conduct proactive follow-ups with carriers or adjusters, manage loss-run requests, reconcile results with internal claim logs, and summarize findings for AEs or leadership.
 
Monitor team-level workflow queues, assign tasks to Operations Specialist I or offshore resources. Provide updates on queue status and risks, utilize Excel and internal systems for analysis and reporting. Assist with SOP and training material updates, support onboarding and mentoring staff, and participate in audits and special projects.
 
Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
 
Performs other duties as assigned.
 
QUALIFICATIONS
 EDUCATION/EXPERIENCE
 
Bachelor's Degree or equivalent combination of education and experience
 
Three (3) or more years in insurance operations, trust administration, financial services, or customer service.
 
SKILLS
 
Strong verbal and written communication skills, including advanced email and phone professionalism.
 
Strong analytical, problem solving, and decision making abilities.
 
High attention to detail with the ability to review and validate others’ work.
 
Ability to manage multiple tasks, prioritize effectively, and support a fast-paced environment.
 
Demonstrated ability to mentor junior staff and contribute positively to team culture.
 
Proficiency with Microsoft Office Suite (Excel, Outlook, Word; PowerPoint preferred); experience using agency management or workflow systems preferred.
 
Ability to adapt quickly to process changes and contribute to continuous improvement.
 
#LI-JP1
 
We are proud to provide comprehensive, high quality employee programs to meet employees’ needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
 For immediate consideration for this position, please click on the “Apply Now" button.
 Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.
 If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.
 
For more information on Alliant Insurance Service's benefits, click here.

Operations Specialist II - SES #JP

RealPage Inc

<div>Overview:

The Insurance Operations Analyst I supports critical business processes within RealPage Insurance Operations. This role will own and manage at least one core operational process, such as cash application or receivables reconciliation, and will be responsible for ensuring processes are documented, maintained, measured, and continuously improved. 
This individual will act as a subject matter expert for assigned workflows, reconcile system activity against invoices, monitor service level agreements (SLAs), report operational metrics, research and escalate system or process issues, and identify opportunities to improve efficiency. The role will also support the insurance team&rsquo;s migration from a legacy platform to a new system by helping document processes, clarify operational requirements, and ensure continuity across teams. 
The ideal candidate is curious, coachable, detail-oriented, and motivated to understand how processes work across teams and systems. They should be comfortable receiving feedback, learning quickly, and using data to drive process improvements. 
This position is remote eligible; preferred in Irvine, CA or Dallas, TX for a hybrid work arrangement 

Responsibilities:
<ul><li>
Serve as the process owner and subject matter expert for at least one Insurance Operations activity, such as cash application, receivables reconciliation, invoicing support, onboarding/offboarding, audits, refunds, or escalation research.</li><li>
Reconcile system-level transactions against invoices and related records to ensure accuracy and timely resolution.</li><li>
Ensure assigned processes are fully documented, current, and aligned with operational requirements.</li><li>
Create new process documentation and update existing documentation when workflows, vendors, or systems change.</li><li>
Monitor and ensure work is completed within defined service level agreements (SLAs).</li><li>
Track, analyze, and report key operational metrics, including volume, turnaround times, aging, and productivity by insurer, workflow, day, week, and month.</li><li>
Investigate broken processes or system issues, report findings, and escalate as appropriate.</li><li>
Identify process gaps, operational risks, and inefficiencies, and recommend solutions to improve accuracy, scalability, and overall performance.</li><li>
Support development of business justifications for new vendors, partners, or operational solutions by identifying current-state gaps and future-state opportunities.</li><li>
Partner with leadership and cross-functional teams during the migration from legacy systems to new platforms by documenting workflows, clarifying requirements, and supporting implementation readiness.</li><li>
Research and help resolve operational and client escalation issues, including disputes tied to insurance billing or collections processes.</li><li>
Build cross-functional knowledge to provide backup support across other Insurance Operations functions as needed.</li><li>
Maintain professionalism in communications, analysis, and presentation of operational data.</li><li>
Perform other duties as assigned.</li></ul> 

Qualifications:
<ul><li>1&ndash;2 years of experience in operations, insurance operations, accounting support, receivables, cash application, or process-oriented business functions</li><li>
High school diploma or equivalent required</li><li>
Bachelor&rsquo;s degree in Business, Accounting, Finance, or a related field preferred</li><li>
Experience with process documentation, workflow analysis, or operational reporting</li><li>
Strong written and verbal communication skills</li><li>
Strong attention to detail and ability to reconcile data accurately</li><li>
Demonstrated ability to manage multiple responsibilities and meet deadlines with limited supervision</li><li>
Strong analytical, organizational, and problem-solving skills</li><li>
Ability to adapt to change and work effectively in evolving environments</li><li>
Intermediate to advanced Excel skills; proficiency in Word, Outlook, and PowerPoint required</li><li>
Experience with Visio, Lucidchart, or other process-mapping tools preferred</li><li>
Experience working in a BPO or shared services environment preferred</li></ul> 
Preferred Knowledge / Experience 
<ul><li>
Exposure to Property &amp; Casualty insurance</li><li>
Exposure to Surplus Lines insurance</li><li>
Experience with invoicing, cash application, reconciliations, or collections-related operations</li><li>
Experience tracking KPIs and using metrics to improve performance</li><li>
Experience supporting system migrations, process transitions, or vendor implementations</li></ul><div>
Salary and Benefits</div><div></div><div> 
RealPage provides a competitive salary package along with a comprehensive benefit plan that includes:</div><ul><li>
Health, dental, and vision insurance.</li><li>
Retirement savings plan with company match.</li><li>
Paid time off and holidays.</li><li>
Professional development opportunities.</li><li>
Performance-based bonus based on position.</li></ul><div>
Compensation may vary depending on your location, qualifications including job-related education, training, experience, licensure, and certification, that could result at a level outside of these ranges. Certain roles are eligible for additional rewards, including annual bonus, and sales incentives depending on the terms of the applicable plan and role as well as individual performance.</div><div></div><div> 
Equal Opportunity Employer: RealPage Company is an equal opportunity employer and committed to creating an inclusive environment for all employees.</div>
Pay Range: USD $26.97 - USD $45.91 /Hr.</div>

Ops Analyst I, Insurance

MAPFRE Insurance

<div><div>Schedule is Monday through Friday, 7:30 a.m. - 4:00 p.m. or 8:00 a.m. - 4:30 p.m.</div> 
<div></div>
<div>
This position has a 90 day, on-site training period along with advancement opportunities after your first year.</div> 
<div></div>
<div>
Come join our Insurance Operations team! We&rsquo;re looking for a highly organized individual who thrives in a fast‑paced environment and is eager to contribute to the daily success of the team. If you enjoy meaningful work that keeps everything running smoothly behind the scenes, this is a great fit.</div> 
<div></div>
<div>
Summary</div> 
<div></div>
<div>
Review, verify and process incoming insurance related documentation. Job tasks provide support to all areas of Insurance Operations.</div> 
<div></div>
<div>
Responsibilities</div> 
<div></div>
<ul>
<li>Process and deliver correspondence to intended party for Claims and Underwriting</li>
<li>Index documents received electronically and scanned documents</li>
<li>Utilize existing unit and company policies and procedures to complete all assigned functions correctly and efficiently within stated deadlines</li>
<li>Process Merit Rating Board Hearing Lists and Claim print requests</li>
<li>Process various data entry functions and clerical support</li>
<li>Verify accuracy of independent vendor bills in preparation for payment by Accounts Payable</li>
<li>Print and mail letters, brochures, certified mail, agency mail, Partner Select forms, manual checks and transcribe various recordings of interviews, E-letters, memos, reports, and form letters</li>
<li>Process Auto Injury Solutions No Match/Exception reports/letters and update the medical bill log</li>
<li>Respond quickly and independently to lobby visitor concerns</li></ul> 
<div></div>
<div>
Skills and Abilities</div> 
<div></div>
<ul>
<li>Strong organization and prioritization skills</li>
<li>Effective verbal and written communication skills</li>
<li>Ability to work in a fast-paced environment with minimal supervision</li>
<li>Must have strong PC skills for recordkeeping and research and strong working knowledge of Microsoft Office</li>
<li>Ability to interact well with others in a team environment</li>
<li>Working knowledge of several types of office equipment i.e.: scanners, photocopiers and the ability to use external vendors file online tools</li>
<li>Knowledge of automated inventory systems, alphanumeric cataloging and basic purchase order creation preferred</li>
<li>Basic math skills</li></ul> 
<div></div>
<div>
Qualifications</div> 
<div></div>
<ul>
<li>High school diploma or equivalent</li>
<li>Previous experience in a customer service position helpful</li></ul> 

<h2 class="jobSectionHeader">
Why Mapfre?</h2> 


As a global insurance leader with a strong local presence, we offer more than a job &mdash; we provide a purpose-driven career where your growth, well-being, and impact truly matter. 


Purpose &amp; Culture: Join a company built on trust, collaboration, and inclusion. Our values guide everything we do, creating a workplace where people feel respected and empowered. 


Comprehensive Benefits: Enjoy competitive health coverage, retirement plans, paid time off, flexible work options, and lifestyle perks like employee discounts. 


Career Growth: Advance your skills through tuition reimbursement, leadership programs, and internal mobility opportunities. Your development is our priority. 


Social Responsibility: Contribute to meaningful initiatives through Fundaci&oacute;n Mapfre, supporting communities and sustainability worldwide.

#MAPFRE123 


Pay Philosophy: The typical starting salary range for this role is determined by several factors including skills, experience, education, certifications, and location. Some roles at Mapfre are eligible for commission and/or bonus earnings, in addition to salary, calculated based upon factors set forth in the compensation plan for the role. 


Salary Range $18.00 - $20.00 per hour 


If you require an accommodation for a disability so that you may participate in the selection process, you are encouraged to contact the Mapfre Insurance Talent Acquisition team at talentacquisition@mapfreusa.com. 


We are proud to be an equal opportunity employer.</div>

Operational Support Services Rep

Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
 More information is available on the company's website at: www.alliant.com.
 
SUMMARY
 
Responsible for administrative and transactional support to SES leadership and internal teams. Process insurance for Financial Institutions' trust-owned assets. This role focuses on accurate data entry, email and inbox management, phone support, claims intake, workflow queue handling, and organized communication support. All work is performed under the direction of senior team members or licensed personnel.
 
ESSENTIAL DUTIES AND RESPONSIBILITIES
 
Enter, update, and maintain property insurance, occupancy, and valuation data in SES systems. Ensure records are accurate, complete, and audit-ready in accordance with established workflows.
 
Set up and maintain standard internal coverage records and external policy tracking. This includes renewal status updates and required documentation.
 
Attach, index, and organize supporting documentation to ensure complete files and proper system records.
 
Process routine endorsements and submit completed insurance transactions through defined SES workflows under senior supervision.
 
Send pre-defined correspondence related to external policy follow-ups and renewals. Escalate exceptions or non-standard issues to senior staff.
 
Prepare and validate routine billing entries. Assist with basic discrepancy reviews and respond to routine billing, reporting, documentation, and system-related inquiries within defined scope. Route complex items appropriately.
 
Answer incoming calls professionally, handle routine inquiries, and document call activity in SES systems.
 
Route non-standard or coverage-related questions to licensed or senior personnel.
 
Monitor assigned individual and shared Trust team inboxes. Categorize and prioritize messages, respond using approved templates or professional ad-hoc communication as needed, and document key communications in SES systems.
 
Escalate complex or non-standard inquiries received via phone or email to senior or licensed personnel in accordance with established procedures.
 
Assist with First Notice of Loss (FNOL) by collecting initial claim details, submitting FNOL through approved workflows or carrier portals, and maintaining claim documentation.
 
Follow up on claim status with carriers or adjusters. Request loss runs using standard procedures and maintain accurate, up-to-date claim records.
 
Handle assigned workflow queues to meet service-level expectations. Escalate unclear or unusual items, provide feedback on recurring issues to support process improvement, and assist with basic analysis and special projects.
 
Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
 
Performs other duties as assigned.
 
QUALIFICATIONS
 EDUCATION/EXPERIENCE
 
Bachelor's Degree or equivalent combination of education and experience
 
One (1) or more years in insurance operations, trust administration, financial services, or customer service preferred
 
SKILLS
 
Excellent verbal and written communication skills, including strong telephone, listening, and email communication skills.
 
Excellent interpersonal and customer service skills.
 
Strong attention to detail and accuracy.
 
Highly organized with the ability to prioritize multiple tasks.
 
Ability to work effectively within a team and foster a collaborative environment.
 
Demonstrated ability to adapt and remain effective in a dynamic, changing environment.
 
Proficient in Microsoft Office Suite (Outlook, Excel, Word).
 
#LI-JP1
 
We are proud to provide comprehensive, high quality employee programs to meet employees’ needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
 For immediate consideration for this position, please click on the “Apply Now" button.
 Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.
 If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.
 
For more information on Alliant Insurance Service's benefits, click here.

Operations Specialist I - SES

<div><h2 class="jobSectionHeader">Description</h2>
<div>
The Role

 Census Management:
<ul>
<li>Administer member additions, deletions, and modifications for clients&rsquo; medical and life insurance policies, ensuring compliance and data integrity.</li>
<li>
Coordinate card issuance and updates with insurers, maintaining accurate records and audit trails.</li>
<li>
Conduct thorough reviews of census files to ensure completeness and regulatory compliance.</li>
<li>
Serve as a primary point of contact for client enquiries related to membership and policy changes, delivering prompt and professional responses.</li>
</ul>
Invoicing &amp; Billing:
<ul>
<li>Monitor and follow up with insurers to secure timely receipt of invoices.</li>
<li>
Liaise with clients to facilitate prompt premium payments and maintain uninterrupted coverage.</li>
<li>
Log and update client policy records within internal systems, ensuring transparency and audit-readiness.</li>
<li>Address client queries regarding billing and policy administration.</li>
</ul>
Reporting &amp; Analytics:
<ul>
<li>Audit client invoices and supporting breakdowns for accuracy and alignment with contractual terms.</li>
<li>
Collaborate with the GDC team to deliver accurate and timely claims utilisation reports.</li>
<li>
Apply predictive and preventive analytics to enhance data accuracy, enhance client decision-making, and proactively identify risks and improvement opportunities.</li>
<li>
Analyse, monitor, and report on team performance metrics and KPIs to drive operational excellence and SLA compliance.</li>
<li>
Conduct client satisfaction surveys, measure client satisfaction levels, and analyse feedback to identify areas for service improvement or expansion within the Service Delivery Team.</li>
</ul>
Excellence:
<ul>
<li>Champion continuous improvement initiatives and process re-engineering to optimise service delivery, reduce manual tasks, and drive efficiency.</li>
<li>
Participate in cross-functional training and upskilling programmes to enhance team capability and adaptability.</li>
<li>
Contribute to the development and implementation of automation and AI-driven solutions, supporting digital adoption and operational resilience.</li>
<li>
Support the standardisation, centralisation, and automation of core service delivery processes to enable scalability and consistent quality.</li>
</ul>
Foster a culture of accountability, collaboration, and client focus, linking client satisfaction insights to team performance.
</div>
<h2 class="jobSectionHeader">Qualifications</h2>
<div>
The Requirements
<ul>
<li>Bachelor&rsquo;s degree and 3+ years&rsquo; experience in insurance operations or client service.</li>
<li>
Experience with Power BI, Excel, SQL and Python for advanced data analysis, reporting KPIs, and conducting satisfaction surveys.</li>
<li>
Experience with process improvement, automation, or AI solutions (RPA platforms) is a plus.</li>
<li>
Good stakeholder management and communication skills</li>
<li>
Ability to work effectively within cross- functional Team</li>
</ul>
The Application Process 

<ul><li>Stage 1: Online application and recruiter review 

</li><li>Stage 2: Live video interview with hiring manager and team 

</li><li>Stage 3: Offer and onboarding.</li></ul> 


We&rsquo;re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidate.helpdesk@willistowerswatson.com.</div></div>

Senior associate_ H&B Data analysis and Reporting

<div><h2 class="jobSectionHeader">Description</h2>
<div>
The Role

 Census Management:
<ul>
<li>Administer member additions, deletions, and modifications for clients&rsquo; medical and life insurance policies, ensuring compliance and data integrity.</li>
<li>
Coordinate card issuance and updates with insurers, maintaining accurate records and audit trails.</li>
<li>
Conduct thorough reviews of census files to ensure completeness and regulatory compliance.</li>
<li>
Serve as a primary point of contact for client enquiries related to membership and policy changes, delivering prompt and professional responses.</li>
</ul>
Invoicing &amp; Billing:
<ul>
<li>Monitor and follow up with insurers to secure timely receipt of invoices.</li>
<li>
Liaise with clients to facilitate prompt premium payments and maintain uninterrupted coverage.</li>
<li>
Log and update client policy records within internal systems, ensuring transparency and audit-readiness.</li>
<li>Address client queries regarding billing and policy administration.</li>
</ul>
Reporting &amp; Analytics:
<ul>
<li>Audit client invoices and supporting breakdowns for accuracy and alignment with contractual terms.</li>
<li>
Collaborate with the GDC team to deliver accurate and timely claims utilisation reports.</li>
<li>
Apply predictive and preventive analytics to enhance data accuracy, enhance client decision-making, and proactively identify risks and improvement opportunities.</li>
<li>
Analyse, monitor, and report on team performance metrics and KPIs to drive operational excellence and SLA compliance.</li>
<li>
Conduct client satisfaction surveys, measure client satisfaction levels, and analyse feedback to identify areas for service improvement or expansion within the Service Delivery Team.</li>
</ul>
Excellence:
<ul>
<li>Champion continuous improvement initiatives and process re-engineering to optimise service delivery, reduce manual tasks, and drive efficiency.</li>
<li>
Participate in cross-functional training and upskilling programmes to enhance team capability and adaptability.</li>
<li>
Contribute to the development and implementation of automation and AI-driven solutions, supporting digital adoption and operational resilience.</li>
<li>
Support the standardisation, centralisation, and automation of core service delivery processes to enable scalability and consistent quality.</li>
</ul>
Foster a culture of accountability, collaboration, and client focus, linking client satisfaction insights to team performance.
</div>
<h2 class="jobSectionHeader">Qualifications</h2>
<div>
The Requirements
<ul>
<li>Bachelor&rsquo;s degree and 2+ years&rsquo; experience in insurance operations or client service.</li>
<li>
Experience with Power BI, Excel, SQL and Python for advanced data analysis, reporting KPIs, and conducting satisfaction surveys is a plus.</li>
<li>
Experience with process improvement, automation, or AI solutions (RPA platforms) is a plus.</li>
<li>
Good stakeholder management and communication skills</li>
<li>
Ability to work effectively within a cross-functional team</li></ul> 


The Application Process 

<ul><li>Stage 1: Online application and recruiter review 

</li><li>Stage 2: Live video interview with hiring manager and team 

</li><li>Stage 3: Offer and onboarding.</li></ul> 


We&rsquo;re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidate.helpdesk@willistowerswatson.com.</div></div>

Associate_ H&B Operations

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Operations Specialist II - SES #JP

Operations Specialist II - SES #JP

Ops Analyst I, Insurance

Operational Support Services Rep

Operations Specialist I - SES

Senior associate_ H&B Data analysis and Reporting

Associate_ H&B Operations