Hybrid Operations Specialist: Data Integrity & Coordination

Amwins; Scottsdale (AZ); Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Hybrid work environment

Comprehensive benefits including PTO &

Continual learning

Annual bonus program

Job summary

Amwins Self-Funded in Scottsdale, AZ is seeking an Operations Specialist to ensure accurate data entry and seamless setup for premium processing and payments. This in-office role offers hybrid flexibility after training.

You'll bridge Sales and Premium departments, maintain data integrity, log forms, and support implementation while identifying process improvements and analytics to drive performance. Eligible for comprehensive benefits, PTO, holidays, and an annual bonus program.

Qualifications

• At least 1 year of experience in operations, client services or admin support.
• Bachelor’s Degree preferred in business/ops.
• Experience in insurance industry a plus.

Responsibilities

• Coordinate workflow to finalize sold cases in Account Management.
• Audit data accuracy across client records and contracts.
• Log sold forms for entry into Amlink and Compass App.
• Enter information from sold forms into the system during implementation.
• Review data against system entries and resolve discrepancies.
• Identify opportunities to streamline processes.
• Organize electronic files and ensure compliance.
• Manage premium files and plan year setups.
• Act as liaison between Account Managers and internal teams.
• Maintain operational dashboards and performance metrics.
• Collaborate with Finance to resolve issues.
• Triage and escalate complex issues with documentation.
• Adapt to other projects and collaborate with the team.

Skills

Data entry

Operational coordination

Attention to detail

Microsoft Office

Communication

Education

Bachelor's degree in Business Administration or related field

Tools

Amlink

Compass App

Excel

Outlook

Job description

Amwins Self-Funded in Scottsdale, AZ is seeking an Operations Specialist to ensure accurate data entry and seamless setup for premium processing and payments. This in-office role offers hybrid flexibility after training.

You'll bridge Sales and Premium departments, maintain data integrity, log forms, and support implementation while identifying process improvements and analytics to drive performance. Eligible for comprehensive benefits, PTO, holidays, and an annual bonus program.