Operational Specialist

JCW Group; Charlotte (NC); Presencial; USD 70.000 - 90.000; Jornada completa

Descripción de la vacante

JCW Group in Charlotte is seeking a numbers-driven professional for an insurance operations role focused on funding and settlements. You’ll analyze program data, reconcile balances, and ensure funds flow as planned.

A strong Excel skillset and 3+ years of finance-oriented insurance experience are essential. The ideal candidate will thrive on process improvement, build solid relationships across the organization, and bring treasury or banking exposure, plus MGA/program knowledge to support

Formación

• 3+ years in insurance operations or a similar finance-focused role.
• Confident, everyday Excel skills (formulas, shortcuts, reconciliations).
• Analytical, numbers-first mindset; no accounting qualification needed.
• Curiosity about improving processes, not just following them.
• Ability to build solid working relationships inside and outside the business.
• Experience with banking or treasury and exposure to MGA/program business.

Responsabilidades

• Work through program data to calculate funding and settlement amounts
• Keep premium, claims and fee balances reconciled and accurate
• Keep an eye on account balances so programs stay properly funded

Conocimientos

Excel skills

Analytical thinking

Relationship building

Process improvement

Descripción del empleo

I’m working with a specialty insurance carrier that’s adding to its operations team, and I’m looking for someone who’s good with numbers and enjoys making processes run more smoothly.

At its core, the job is about following the money. You’ll work out what each partner owes, what’s owed back, and when it all needs to move. You’ll be working with MGAs, reinsurers and claims administrators, and reporting into a senior operations leader.

Responsibilities:

• Work through program data to calculate funding and settlement amounts
• Keep premium, claims and fee balances reconciled and accurate
• Keep an eye on account balances so programs stay properly funded

You’ll likely bring:

• 3+ years in insurance operations or a similar finance-focused role
• Confident, everyday Excel skills (formulas, shortcuts, reconciliations)
• A naturally analytical, numbers-first way of thinking (no accounting qualification needed)
• Curiosity about improving processes, not just following them
• The ability to build solid working relationships inside and outside the business
• Claims knowledge
• Banking or treasury experience
• Exposure to MGA or program business