Operations & Executive Support Specialist — Insurance Ops

Ccig-5; Englewood (CO); On-site; USD 39,000 - 59,000; Full time

Benefits offered by this job

Comprehensive benefits

401(k)

Job summary

Ccig-5 is seeking an Operations & Executive Support Specialist to coordinate agency operations, manage Epic system processes and support senior leaders. The role emphasizes accuracy, discretion, and collaboration in a growing independent insurance brokerage environment.

You will handle onboarding/offboarding, licensing, documentation, scheduling, travel, and regulatory requests while maintaining operational excellence and a continuous improvement mindset.

Qualifications

• 3+ years of experience in insurance operations, agency administration, executive support or business operations.
• Experience within an insurance brokerage/ professional services environment strongly preferred.
• Working knowledge of Epic Agency Management System preferred.
• Experience supporting senior leaders or executives.
• Strong organizational and project management skills.
• Excellent written and verbal communication abilities.
• Advanced proficiency in Microsoft Office Suite, especially Excel, Outlook, PowerPoint and Teams.
• High degree of professionalism, discretion and attention to details

Responsibilities

• Administer carrier access, onboarding/offboarding and credential management.
• Assist with carrier documentation, audits and compliance requests.
• Serve as escalation point for carrier access and admin issues.
• Support daily Epic download processes and exception issues.
• Manage company/broker records within Epic, including updates and audits.
• Execute user reassignments, role changes and org updates with managers.
• Assist with Epic activity and task configuration management.
• Partner with technology, accounting and service teams to optimize system utilization.
• Monitor AM Best ratings and financial strength indicators and notify leadership of concerns.
• Manage agency licensing and projects, coordinate licenses, and handle compliance activities.
• Assist with internal audit preparation, documentation management and regulatory requests.
• Manage agency mail/document workflows including Epic indexing.
• Maintain operational documentation and SOPs.
• Provide administrative and project support to executive leaders.
• Manage calendars, scheduling and meeting coordination.
• Coordinate leadership meetings, offsites and quarterly planning sessions.
• Support travel arrangements, expense reporting and executive logistics.
• Handle confidential information with discretion and professionalism.

Skills

Insurance operations

Executive support

Project management

Written communication

Verbal communication

Discretion

Attention to detail

Professionalism

Excel skills

Office software

Tools

Epic Agency Management System

Microsoft Office Suite

Job description

Ccig-5 is seeking an Operations & Executive Support Specialist to coordinate agency operations, manage Epic system processes and support senior leaders. The role emphasizes accuracy, discretion, and collaboration in a growing independent insurance brokerage environment.

You will handle onboarding/offboarding, licensing, documentation, scheduling, travel, and regulatory requests while maintaining operational excellence and a continuous improvement mindset.