Assistant EB Operations Coordinator

Liberty Company Insurance Brokers Llc; Los Angeles (CA); On-site; USD 52,000 - 78,000; Full time

Job summary

Liberty Company Insurance Brokers Llc is seeking an Assistant EB Operations Coordinator to support the Employee Benefits practice. This hands-on role drives carrier appointments, portal access, signature routing, and the daily workflow that keeps Account Management and Sales moving smoothly.

You will manage licensing and appointments, legal review coordination, onboarding/offboarding access, and cross‑functional collaboration with Account Management, Legal, IT, and HR.

Qualifications

• 1+ year of experience in employee benefits, insurance operations, carrier relations, licensing/appointments, or a similar operational role preferred.
• Strong ownership and follow-through with high attention to detail.
• Proficiency in Microsoft Office and ability to learn agency management systems, SharePoint, carrier portals, and workflow systems.
• Excellent written and verbal communication; ability to escalate appropriately when progress stalls.
• Experience coordinating documents for legal review and signature (preferred).

Responsibilities

• Manage carrier appointments and contracting workflow from submission to completion.
• Process carrier portal access requests and troubleshoot login issues.
• Coordinate legal review and signature of agreements with deadlines.
• Maintain organized records and communicate status to stakeholders.
• Collaborate with Account Management, Sales, Legal, IT, and HR to move requests forward.

Skills

Carrier relations

Licensing & appointments

Microsoft Office

SharePoint

Written & verbal communication

Education

Associate/Bachelor’s degree

Tools

AMS360

BenefitPoint

Employee Navigator

Ease

Workvivo

Job description

Careers feel different when the culture actually means something.At The Liberty Company, our people-first approach has earned us multiple years of recognition as a top insurance employer—and it shows in how we work every day. We value fresh ideas, teamwork, and taking care of the people who make our success possible. Along with an award-winning culture, we offer competitive pay, comprehensive benefits, generous PTO and holidays, continued education, and wellness-focused programs designed to help you bring your best self to work. If you’re ready to grow with a company that truly invests in its people, you’re in the right place. We're looking for an up and coming Assistant Employee Benefits Operations Coordinator to join our growing team!JOB SUMMARYThe Assistant EB Operations Coordinator supports the day-to-day operational engine of the Employee Benefits practice. This role is a hands-on driver behind carrier appointments, carrier access and logins, signature and legal routing, and the daily task flow that keeps Account Management and Sales teams moving without friction.KEY RESPONSIBILITIESCarrier Appointments & ContractingSubmit, track, and drive carrier appointment and contracting requests through written confirmation, researching unfamiliar carriers and agencies to identify requirements and contacts as neededMaintain the tracker daily so status is current without being asked; follow up on a set cadence and escalate stallsGather and submit required documentation (licensing, W-9s, E&O, ACH, agency information) accurately and completely the first time, and confirm effective dates, writing numbers, and agency codes once receivedCarrier Access, Logins & Portal SupportProcess carrier portal access and login requests for producers, account managers, and service staff, troubleshooting issues (locked accounts, permissions, expired credentials) until resolvedMaintain accurate records of carrier portal access by user and officeSupport access setup and removal during onboarding/offboarding with the EB Operations Manager, IT, and HRLegal & Signature CoordinationSubmit carrier agreements and appointment paperwork to Legal for review and signature with complete context and clear deadlines, tracking documents through to return of fully executed copies to the carrierMaintain organized, retrievable records of executed agreements and keep requesters informed on status without them having to askDaily Operations & Task Follow-ThroughMonitor shared mailboxes and the request queue; triage and respond within turnaround standards, owning tickets end to end and closing them only once resolvedSupport routine system/account setup and data entry as directed; maintain checklists and documentation for the processes this role runs, and flag recurring issues or process gaps to the EB Operations Manager with suggested fixesCross-Functional Partnership & CommunicationPartner with Account Management, Sales, Legal, Accounting, IT, and HR to move requests forward and remove operational roadblocksCommunicate status proactively and in writing - what is done, pending, blocked, and neededDraft and publish operational updates in Workvivo (appointments, access changes, deadlines) in a clear, on-brand voiceSupport the EB Operations team on partnership onboarding and book rolls, and participate in special projects as assignedExecution ExpectationsOwn outcomes, not activity. A task is complete when the result is confirmed - not when the request is sentFollow up persistently and professionally. Most carrier and vendor items require multiple touches; build the cadence and hold itEscalate early, with a recommendation rather than only a problemDocument as you go so any teammate can pick up an open item without a verbal handoffAsk questions when unsure; do not guess on items affecting carrier relationships, compensation, or complianceManage competing priorities in a fast-paced environment and communicate early when timelines are at riskMaintain accuracy, organization, and confidentiality across all workCompetenciesTo perform the job successfully, an individual should demonstrate the following competencies: Ownership, Persistence, Follow-Through, Resourcefulness, Organization, Attention to Detail, Written and Verbal Communication, Collaboration, Professionalism, Adaptability, Initiative, and Relationship Building.QUALIFICATIONSMust-Haves1+ year of experience in employee benefits, insurance operations, carrier relations, licensing/appointments, or a similar operational role preferredHighly resourceful and self-directed, with the ability to research unfamiliar carriers, identify requirements, and independently drive the appointment process through to completionStrong sense of ownership and follow-throughExcellent organizational skills, with the ability to manage a high volume of appointments and requestsDetail-oriented and process-mindedComfortable working through ambiguity and troubleshooting issues without requiring step-by-step directionStrong written and verbal communication skills, and the judgment to escalate appropriately when progress stallsProficiency in Microsoft Office, with the ability to quickly learn agency management systems, SharePoint, carrier portals, and workflow systemsDiscretion in handling confidential informationNice-to-HavesDirect experience submitting or managing carrier appointments, contracting, or producer licensingExposure to agency management or benefits administration systems (e.g., BenefitPoint, AMS360, Employee Navigator, Ease)Experience with a ticketing or workflow system (e.g., Monday.com or similar)Experience coordinating documents for legal review and signatureExperience posting to an internal communications platform (e.g., Workvivo)Active Life & Health insurance license, or willingness to obtain oneAssociate’s or Bachelor’s degree, or equivalent professional experienceTravel RequirementsLimited. Occasional travel may be required for vendor functions or training where a virtual option is not available.Promoting Peace of Mind for AllAt Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.*Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034 to qualify for that role