Operations Associate

ECBM Insurance Brokers and Consultants; Media (Delaware County); On-site; USD 52,000 - 65,000; Full time

Job summary

ECBM Insurance Brokers and Consultants, based in Media, PA, seeks an Operations Associate to support agency operations, system administration and compliance initiatives. The role focuses on improving efficiency, resolving operational issues, maintaining data integrity, and supporting regulatory requirements across agency systems.

The position covers operations support, compliance tasks and special projects, with responsibilities spanning AMS 360, Worksmart, and carrier website access management.

Responsibilities

• Evaluate, troubleshoot, and prioritize issues related to agency management systems and platforms.
• Assist service teams with workflow, system, and process issues.
• Process monthly agency reports within AMS 360.
• Manage agency system downloads and data processing in AMS 360/Worksmart.
• Assist with carrier website access management and user login setups.
• Review and file Surplus Lines transactions per state guidelines.
• Manage surplus lines reporting on a daily, monthly, quarterly and annual basis.
• Identify issues that may trigger state surplus lines audits and collect relevant data.
• Collaborate with vendors to support system enhancements and data integrity.
• Assist with system updates, process changes, and data validation for smooth transitions.
• Document and implement process improvements to enhance efficiency and service quality.
• Participate in special projects and perform additional duties as assigned.

Job description

ECBM is a distinguished, family-owned and privately-operated insurance brokerage and consulting firm that has served clients for over 50 years. Based in Media, PA, with additional Pennsylvania locations, our sole mission is to serve our clients and employees—not shareholders—ensuring a transparent and client-first approach.

We specialize in complex insurance solutions across Commercial Lines, Workers' Compensation, Employee Benefits, and Cyber Liability. ECBM operates on core values of Empathy, Loyalty, Accountability, Tenacity and Energy, which drives our team to provide the highest level of service and problem-solving for client challenges. We are proud to have been a Best Place to Work in Insurance recipient for eight consecutive years.

About the Role

ECBM is looking for an Operations Associate to join our team. The Operations Associate supports agency operations, system administration and compliance initiatives. This role focuses on improving efficiency, resolving operational and workflow issues, maintaining data integrity, and supporting regulatory and quality control requirements across agency systems and processes.

Operations Support

• Evaluate, troubleshoot, and prioritize technical issues related to agency management systems and operational platforms.
• Assist service teams across departments with workflow, system, and process-related issues.
• Process monthly agency reports within AMS 360.
• Manage agency system downloads and related data processing activities in AMS 360/Worksmart.
• Assist with carrier website access management and user login setups.

Compliance & Quality Control

• Review, process, and file Surplus Lines transactions through applicable state websites in accordance with state guidelines.
• Manage daily, monthly, quarterly and annual surplus lines reporting requirements.
• Identify issues that may lead to state surplus lines audits and assist with related data collection.

Special Projects

• Collaborate with agency management vendors to support system enhancements, workflow improvements, and data integrity initiatives.
• Assist with system updates, process changes, data validation, and implementation support to ensure smooth operational transitions.
• Research, document, and help implement process improvements that improve consistency, efficiency, and service quality.
• Participate in special projects and perform additional duties as assigned.