Hybrid Insurance Ops Associate | Policy & Client Support

Piper Companies; Durham (NC); Hybrid; USD 48,000 - 60,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) match

PTO

Paid holidays

Sick leave

Job summary

Piper Companies is seeking an Operations Associate in Durham, NC, with strong customer service and organizational abilities. The role follows a hybrid schedule, onsite three days per week (Tuesday, Wednesday, Thursday).

You will process and administer insurance policies and annuity contracts, verify documentation accuracy, support renewals and related tasks, and maintain client data for reporting and decision-making.

Qualifications

• Bachelor’s degree required.
• Strong organizational and time-management abilities.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
• Excellent verbal and written communication with strong interpersonal skills.
• Solid analytical and problem-solving skills.

Responsibilities

• Deliver outstanding customer service to clients and internal stakeholders.
• Handle the processing and administration of insurance policies and annuity contracts.
• Verify accuracy and completeness of all required documentation.
• Support policy renewals, endorsements, cancellations, and related tasks.
• Maintain, organize, and update client information within the database.
• Compile reports and evaluate data to assist in operational decision‑making.

Skills

Organizational skills

Time management

MS Office proficiency

Analytical problem-solving

Verbal and written communication

Education

Bachelor’s degree

Tools

Microsoft Office Suite (Excel, Word, PowerPoint)

Job description

Piper Companies is seeking an Operations Associate in Durham, NC, with strong customer service and organizational abilities. The role follows a hybrid schedule, onsite three days per week (Tuesday, Wednesday, Thursday).

You will process and administer insurance policies and annuity contracts, verify documentation accuracy, support renewals and related tasks, and maintain client data for reporting and decision-making.