Insurance Program Operations Lead

Clear Blue Insurance Group; Charlotte, Northern (NC, KY); Hybrid; USD 60,000 - 82,000; Full time

Job summary

Clear Blue Insurance Group is seeking a Program Operations Specialist in Charlotte, NC to oversee delegated underwriting programs and governance. You will collaborate with underwriting, compliance, legal, finance, and IT to ensure regulatory alignment and audit readiness.

The role emphasizes maintaining documentation, producing operational reports, and supporting program monitoring to drive profitable growth while safeguarding the carrier.

Qualifications

• Bachelor's degree in insurance or finance; or equivalent related experience.
• CPCU, AU, or CIC certification preferred.
• 1-3 years of experience in insurance, finance, underwriting or related experience.

Responsibilities

• Support oversight of program underwriting and operational execution to ensure compliance with delegated authority, regulatory requirements, contractual obligations, and internal controls.
• Maintain organized program documentation and audit-ready records, including underwriting guidelines, policy forms, and related materials, while supporting regulatory inquiries, data calls, and audits.
• Coordinate cross-functionally with underwriting, claims, reinsurance, compliance, agencies, and program partners to support program operations.
• Identify operational gaps or inconsistencies and assist with program reporting, dashboards, and review materials to support ongoing program governance.

Skills

Underwriting operations

Data analysis

Cross-functional collaboration

Regulatory compliance

Operational governance

Documentation management

Audit readiness

Education

Bachelor's degree in insurance or finance

CPCU

AU

CIC

Tools

Underwriting software

Job description

Clear Blue Insurance Group is seeking a Program Operations Specialist in Charlotte, NC to oversee delegated underwriting programs and governance. You will collaborate with underwriting, compliance, legal, finance, and IT to ensure regulatory alignment and audit readiness.

The role emphasizes maintaining documentation, producing operational reports, and supporting program monitoring to drive profitable growth while safeguarding the carrier.