Office Operations Associate

Talentoma; Georgia; Remote; USD 56,000 - 62,000; Full time

Job summary

Talentoma is seeking a fully remote Associate to streamline policy-change workflows, from intake and record checks to routing, tracker updates, and completion notices. This role supports policy, renewal, premium, and vendor-support operations across a distributed team.

You will work in a remote Georgia-based setup, manage shared trackers, process requests, and coordinate with agencies, carriers, and internal teams to keep operations moving smoothly.

Qualifications

• Experience supporting office, financial-services, or policy operations.
• Proficient with spreadsheets and collaboration tools (Teams/Slack).
• Ability to prioritize a remote work queue and keep stakeholders informed.
• Structured training on internal systems, workflows, and service standards.

Responsibilities

• Receive operational requests, verify required details, and route items to the appropriate internal queue.
• Maintain shared trackers for policy updates, renewal packets, agency inquiries, and service commitments.
• Prepare purchase requests, expense documentation, meeting materials, and routine operational reports.
• Coordinate with agencies, carriers, adjusters, and internal teams to clarify missing records or status updates.
• Review recurring workflow issues and suggest practical improvements to templates, handoffs, and queue practices.

Skills

Remote work discipline

Attention to detail

Prioritization in queue management

Tools

Microsoft Teams

Slack

Cloud-based folders

Job description

Monthly Pay: $5,000 - $5,600 USD per month

Summary

A policy-change request moves through this role from agency intake and record checks to routing, tracker updates, and a clear completion notice. This full-time, fully remote Associate role keeps administrative operations moving across policy, renewal, premium, and vendor-support workflows.

Job Responsibilities

• Receive operational requests, verify required details, and route items to the appropriate internal queue.
• Maintain shared trackers for policy updates, renewal packets, agency inquiries, and service commitments.
• Prepare purchase requests, expense documentation, meeting materials, and routine operational reports.
• Coordinate with agencies, carriers, adjusters, and internal teams to clarify missing records or status updates.
• Review recurring workflow issues and suggest practical improvements to templates, handoffs, and queue practices.

Qualifications

• Experience supporting office, financial-services, or policy-related operations is preferred.
• Comfort working in shared spreadsheets, Microsoft Teams, Slack, and cloud-based folders.
• Familiarity with policy records, premium-related documents, renewals, or carrier communications is helpful.
• Ability to prioritize a remote work queue while keeping stakeholders informed of progress.
• Sound judgment when handling sensitive customer, payment, and coverage information.
• Fully remote work arrangement within Georgia.
• Structured training on internal systems, workflows, and service standards.
• Collaborative team routines and opportunities to broaden operational expertise.