Executive Operations & Support Specialist

CCIG; Englewood, Northern (CO, KY); Hybrid; USD 39,000 - 59,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k)

PTO

Job summary

CCIG in Englewood, CO is hiring an Operations & Executive Support Specialist to streamline agency operations and support senior leaders. You will manage carrier access, compliance tasks, Epic workflows, and calendar coordination while ensuring confidentiality and high professional standards.

The role requires 3+ years in insurance operations or admin roles, strong Microsoft Office skills, and a proven ability to collaborate with cross-functional teams.

Qualifications

• 3+ years in insurance operations, agency admin or business operations.
• Experience supporting senior leaders or executives.
• Experience in a brokerage / professional services environment preferred.
• Epic Agency Management System experience preferred.
• Strong organizational and project management skills.
• Excellent written and verbal communication abilities.
• Advanced proficiency in Microsoft Office, especially Excel, Outlook, PowerPoint and Teams.

Responsibilities

• Administer carrier website access, user onboarding and offboarding and credential management.
• Facilitate setup of new carrier relationships and assist with carrier documentation, audits and compliance requests.
• Serve as an escalation point for carrier access and administrative issues.
• Support daily Epic download processes and exception issues.
• Manage company/ broker records within Epic, including additions, updates and periodic audits.
• Execute user reassignments, role changes and organizational updates collaborating with managers on downstream impacts or configuration changes.
• Assist with Epic activity and task configuration management.
• Partner with technology, accounting and service teams to optimize system utilization.
• Monitor AM Best ratings and financial strength indicators for insurance carriers and notify leadership of potential concerns.
• Manage agency licensing and projects, coordinate with staff on individual insurance licenses, and handle related compliance activities.
• Assist with internal audit preparation, documentation management and regulatory requests.
• Manage agency mail and document processing workflows, including electronic documents, carrier downloads and document indexing within Epic.
• Maintain operational documentation, workflow guides and standard operating procedures.
• Provide administrative and project support to executive leaders.
• Manage calendars, scheduling and meeting coordination.
• Coordinate leadership meetings, offsites and quarterly planning sessions.
• Support travel arrangements, expense reporting and executive logistics.
• Handle confidential information with discretion and professionalism.

Job description

CCIG in Englewood, CO is hiring an Operations & Executive Support Specialist to streamline agency operations and support senior leaders. You will manage carrier access, compliance tasks, Epic workflows, and calendar coordination while ensuring confidentiality and high professional standards.

The role requires 3+ years in insurance operations or admin roles, strong Microsoft Office skills, and a proven ability to collaborate with cross-functional teams.