Agency Operations Specialist — Remote-Hybrid

RiseMe; Austin (TX); Hybrid; USD 51,000 - 62,000; Full time

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

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,