JOB DESCRIPTION

We’re a fast-growing insurance brokerage serving thousands of customers nationwide. Our founding team brings exceptional experience from top-tier firms, including Coatue, Carlyle, Goldman Sachs, Tesla, Alloy, and Boston Consulting Group.
We’re expanding quickly and need a dedicated operations professional who can oversee our customer service processes, streamline operations, and ensure seamless execution of complex insurance transactions.

JOB OVERVIEW

We’re seeking a Customer Operations Specialist with extensive insurance industry experience to ensure smooth workflow execution and timely delivery of insurance products and services. While you’ll be expected to assist with customer calls when needed, your primary focus will be managing the operational processes that bridge customer requests through policy issuance.
You’ll be responsible for tracking SLAs, coordinating with remote teams, managing binder documents and finance agreements, and ensuring all outstanding items are properly routed and resolved. This position requires strong organizational skills and deep insurance operations knowledge to keep our complex workflows running efficiently.

THIS ROLE IS IDEAL FOR SOMEONE WHO:

• Has extensive hands-on experience with insurance back-office operations
• Excels at process optimization and operational efficiency
• Can effectively coordinate with teams—internal, external, and remote
• Has strong attention to detail and quality control standards
• Understands the complexities of commercial insurance documentation and workflows
• Has experience with premium financing and endorsement processing
• Enjoys solving operational challenges and implementing improvements
• Can balance multiple priorities while maintaining high standards
• Has experience with SLA tracking, binding documents, and COI management
• Thrives in fast-paced back-office environments
• Can identify bottlenecks and implement scalable operational solutions