Agency Operations Specialist

RiseMe

Austin (TX)

Hybrid

USD 51,000 - 62,000

Full time

6 days ago

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Benefits offered by this job

Annual bonus

Lifestyle Savings Account

401k with match

Paid time off (3 weeks)

Job summary

Texas Mutual is seeking an Agency Operations Specialist to join our centralized Agency Operations team in a role focused on data integrity, licensing workflows, and agency management processes. You’ll coordinate onboarding, maintenance of records, and support for bonus and dividend programs while partnering with Finance and IT to ensure accurate workflows.

Ideal candidates have a Bachelor’s degree in a related field and at least two years of experience in insurance or business administration,

Qualifications

Bachelor's Degree in Business Administration, 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 relationship structures, contracts, licensing, compliance, terminations, bankruptcies, exceptions, bonus rules, scoring, and tiering.
Run routine and ad hoc reports; validate data, coordinate corrections with IT and department administration, and elevate discrepancies or anomalies to the Agency Operations Consultant.
Support bonus, commission, dividend, and safety group workflows through data preparation, tracking, documentation, reporting, approvals, and processing.
Maintain compensation plans and records, assist with recommendations, and coordinate with Finance and other internal partners.
Coordinate licensing applications, renewals, inquiries, files, and compliance reporting following company policy and state requirements.
Complete onboarding for newly appointed agencies, including documentation, system setup, status communications, timeline tracking, and issue escalation.
Support agency scoring and tiering cycles by maintaining inputs, monitoring timelines, preparing outcomes and related forms, and communicating changes.
Be a resource to Territory Managers and field staff by providing process guidance, meeting materials, procedural updates, training resources, and issue escalation.
Coordinate agency-facing events, tradeshows, calendars, logistics, marketing materials, and work with external vendors and the Creative/Marketing team.
Document and improve workflows, procedures, and operational tools; support training, special projects, and backup coverage across agency operations.
Administer safety group programs by tracking participants, managing data, preparing reports, and communicating program requirements and updates.
Administer dividend programs by preparing workflows, maintaining calculation and approval records, and coordinating with Finance and other internal partners for accurate distributions.

Skills

Data accuracy

Reporting

Billing & compensation

Licensing workflows

Education

Bachelor's Degree in Business Administration, Insurance, Finance

Tools

Agency management system

Job description

We’re excited you’re considering joining a great place to work!

Texas Mutual is deeply committed to creating and maintaining an environment of mutual respect and is proud to be an equal opportunity employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to age, race, color, national origin, religion, sex, gender identity, sexual orientation, genetic information, veteran status, or any other basis protected by local, state, or federal law.

About this Position

The Agency Operations Specialist is a key member of the centralized Agency Operations team, helping ensure the programs, processes, and day-to-day operations that support Texas Mutual’s agency insurance distribution network run smoothly, accurately, and efficiently.

This role serves as a trusted operational resource across a broad range of agency management activities, including data integrity, compensation and licensing workflows, agency onboarding and segmentation, agency management systems, events, and field support. By coordinating details, maintaining accurate information, and keeping critical processes moving forward, the Agency Operations Specialist helps create a seamless experience for internal and agency partners.

Working with the Agency Operations Consultant and partners, you will help strengthen operational consistency, build team capacity, maintain continuity, and reduce risk. It’s an opportunity to make a meaningful impact behind the scenes by connecting people and processes to help Texas Mutual’s agency operations succeed.

Responsibilities & Qualifications

In this role you will:

Maintain accurate agency and producer records across relationship structures, contracts, licensing, compliance, terminations, bankruptcies, exceptions, bonus rules, scoring, and tiering.
Run routine and ad hoc reports; validate data, coordinate corrections with IT and department administration, and elevate discrepancies or anomalies to the Agency Operations Consultant.
Support bonus, commission, dividend, and safety group workflows through data preparation, tracking, documentation, reporting, approvals, and processing.
Maintain compensation plans and records, assist with recommendations, and coordinate with Finance and other internal partners.
Coordinate licensing applications, renewals, inquiries, files, and compliance reporting following company policy and state requirements.
Complete onboarding for newly appointed agencies, including documentation, system setup, status communications, timeline tracking, and issue escalation.
Support agency scoring and tiering cycles by maintaining inputs, monitoring timelines, preparing outcomes and related forms, and communicating changes.
Be a resource to Territory Managers and field staff by providing process guidance, meeting materials, procedural updates, training resources, and issue escalation.
Coordinate agency-facing events, tradeshows, calendars, logistics, marketing materials, and work with external vendors and the Creative/Marketing team.
Document and improve workflows, procedures, and operational tools; support training, special projects, and backup coverage across agency operations.
Administer safety group programs by tracking participants, managing data, preparing reports, and communicating program requirements and updates.
Administer dividend programs by preparing workflows, maintaining calculation and approval records, and coordinating with Finance and other internal partners for accurate distributions.

Required qualifications:

Bachelor's Degree in Business Administration, Insurance, Finance, or a related field or equivalent education, training, or experience.
At least two years of related experience or equivalent education, training, or experience.

Preferred qualifications:

Experience in a property & casualty insurance environment.
Familiarity with insurance agency operations, compensation structures, or licensing processes.

Texas Mutual Pay Transparency

The base pay range is based on the market evaluation of the job and may include pay for multiple levels. Individual base pay within the range is determined by a variety of factors, including experience, performance, education, and demonstration of skills and competencies required for each role.Your recruiter can discuss the full value of our total compensation package with you, including our generous bonus plans and flex-hybrid work model.

Base Pay Range: $37.02 - $45.73 Per Hour

Flex-Hybrid Work Environment:

Texas Mutual’s flex-hybrid schedule allows you to bring your best self to work by working remotely and collaborating in the office based on business needs. All Texas Mutual employees are required to have Texas residency and travel to their designated office as needed.

Our Benefits: