Operations Associate – Insurance & Policy Services

Zachary Piper Solutions; Durham (NC); Hybrid; USD 30,000 - 33,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) match

PTO

Sick leave

Paid holidays

Job summary

Piper Companies seeks an Operations Associate with strong customer service experience and excellent organizational abilities in Durham, NC. This hybrid role is onsite three days per week (Tuesday, Wednesday, Thursday).

The responsibilities include processing insurance policies and annuity contracts, maintaining client records, supporting renewals and endorsements, and preparing reports to inform operations decisions. A Bachelor’s degree and proficient MS Office skills are required.

Qualifications

• Bachelor’s degree required.
• Strong organizational and time-management capabilities.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
• Excellent verbal and written communication skills, with strong interpersonal abilities.

Responsibilities

• Deliver outstanding customer service to clients and internal stakeholders.
• Handle the processing and administration of insurance policies and annuity contracts.
• Verify accuracy and completeness of all required documentation.
• Support policy renewals, endorsements, cancellations, and related tasks.
• Maintain, organize, and update client information within the database.
• Compile reports and evaluate data to assist in operational decision‑making.

Skills

Strong organizational skills

Time management

Verbal & written communication

Interpersonal abilities

Analytical thinking

Education

Bachelor’s degree

Tools

Microsoft Office Suite

Job description

Piper Companies seeks an Operations Associate with strong customer service experience and excellent organizational abilities in Durham, NC. This hybrid role is onsite three days per week (Tuesday, Wednesday, Thursday).

The responsibilities include processing insurance policies and annuity contracts, maintaining client records, supporting renewals and endorsements, and preparing reports to inform operations decisions. A Bachelor’s degree and proficient MS Office skills are required.