Agency Operations Lead — Flexible Hybrid, Bonus & 401k

Texas Mutual Insurance Company

Austin (TX)

Hybrid

USD 77,000 - 95,000

Full time

6 days ago
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Benefits offered by this job

Annual performance bonus and merit‑基ed
Flexible spending account
Three weeks’ vacation

Job summary

Texas Mutual Insurance Company is seeking an Agency Operations Specialist to streamline agency management activities, including data integrity, licensing workflows, onboarding and segmentation. You will work with the Agency Operations Consultant and partners to maintain accurate agency and producer records and ensure smooth operations across programs.

The role supports reporting, training resources, and field guidance, helping reduce risk and improve process efficiency in a hybrid work

Qualifications

  • Bachelor's degree or equivalent in Business Admin, Insurance, Finance, or related field.
  • At least two years of related experience or equivalent education, training, or experience.

Responsibilities

  • Maintain accurate agency and producer records across relationships, licensing, compliance and terminations.
  • Run routine and ad hoc reports; validate data and coordinate corrections with IT and administration.
  • Support bonus, commission, dividend, and safety group workflows with data prep and documentation.
  • Coordinate licensing applications, renewals, inquiries, files and compliance reporting.
  • Complete onboarding for newly appointed agencies and communicate timelines and issues.
  • Provide process guidance, training resources and escalate issues as needed.
  • Coordinate agency-facing events, materials and vendor communications.
  • Document and improve workflows and operational tools; assist with training and projects.

Skills

Data management
Reporting
Process guidance
Training

Education

Bachelor's Degree in Business Administration, Insurance, Finance

Job description

Texas Mutual Insurance Company is seeking an Agency Operations Specialist to streamline agency management activities, including data integrity, licensing workflows, onboarding and segmentation. You will work with the Agency Operations Consultant and partners to maintain accurate agency and producer records and ensure smooth operations across programs.

The role supports reporting, training resources, and field guidance, helping reduce risk and improve process efficiency in a hybrid work

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