Insurance Operations Coordinator

B Capital; United States; On-site; USD 48,200 - 103,200; Full time

Benefits offered by this job

Health and Welfare benefits

401(k) plan

Paid time off

Job summary

B Capital is seeking a detail-oriented operations professional with brokerage experience to manage outsourcing workflows, billing, and document management across AMS and SharePoint. You will help ensure accurate data entry, timely client deliverables, and proactive problem solving in a fast-paced environment.

The role requires strong communication skills, ability to train Account Assistants, and experience with renewals, endorsements, and cancellations, with a focus on accuracy and compliance.

Qualifications

• Minimum of 2 years of brokerage experience.
• Minimum of 3 years in a comparable and/or relevant work environment.
• Private Client insurance experience preferred.
• Strong communication skills: writing and presentation preparation.
• Excellent telephone etiquette for customer service environment.
• Intermediate knowledge of Microsoft Office and its more complex features.

Responsibilities

• Manage successful outsourcing of workflows including certificates of insurance, evidence of insurance, auto identification cards, policy checking, claim management and MVRs.
• Perform database file management and input information accurately; manage and maintain documents in agency management system.
• Manage alerts from various carrier websites and other resources.
• Prepare and review client communications and deliverables; assist in preparation and distribution of client deliverables.
• Monitor and manage client information, new business, renewals, endorsement, reinstatements and cancellations.
• Prepare, monitor and resolve billing discrepancies and perform reconciliations.
• Execute data, information entry and maintenance in AMS, SharePoint, and other systems.
• Coordinate and own the renewal process workflow for timely execution.
• Provide training to Account Assistants.
• Perform other duties and special projects as assigned.

Skills

Brokerage experience

Communication skills

Time management

Problem solving

Independent work

Tools

Microsoft Office

AMS/SharePoint

Job description

B Capital is seeking a detail-oriented operations professional with brokerage experience to manage outsourcing workflows, billing, and document management across AMS and SharePoint. You will help ensure accurate data entry, timely client deliverables, and proactive problem solving in a fast-paced environment.

The role requires strong communication skills, ability to train Account Assistants, and experience with renewals, endorsements, and cancellations, with a focus on accuracy and compliance.