Operations Specialist

Davies North America; Santa Ana (CA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision plans

401(k) plan with employer matching

Paid time off

Paid holidays

Life insurance and disability coverage

Job summary

Davies North America is seeking an Operations Specialist to support claims operations and act as a liaison among carriers, underwriters, claim handlers, and management. You will help ensure timely information exchange, data accuracy, and adherence to program guidelines.

The role emphasizes carrier communications, data management, and quality assurance across the claims lifecycle, with emphasis on reporting, audits, and process improvements to enhance service delivery.

Qualifications

• Experience in insurance, claims administration, underwriting support, program operations, or a related field.
• Working knowledge of insurance terminology, policy information, and claims processes.
• Excellent organizational skills with the ability to manage multiple priorities in a high-volume environment.

Responsibilities

• Maintain carrier and client communications as the primary operational point of contact.
• Review and enter claim information into the claims management system; retrieve documents as needed.
• Maintain and update program guidelines, workflows, and procedures; ensure adherence to requirements.

Skills

Insurance claims

Claims management

Attention to detail

Communication

Microsoft Office

Project coordination

Tools

Carrier portals

Data validation tools

Job description

Description

Our Story

Imagine being part of a team that’s not just shaping the future but actively driving it. At Davies North America, we’re at the forefront of innovation and excellence, blending cutting-edge technology with top-tier professional services. As a vital part of the global Davies Group, we help businesses navigate risk, optimize operations, and spearhead transformation in the insurance and regulated sectors.

The Operations Specialist is a client-facing role responsible for claims support. This position serves as a key liaison among the carrier, underwriting teams, claim handlers, and management to ensure the timely and accurate exchange of information, adherence to program requirements, and maintenance of operational standards.

The Operations Specialist plays an integral role in carrier communications, reporting, document management, program guideline maintenance, and quality assurance. This position helps ensure that carrier requirements are consistently communicated and implemented, claim data remains accurate and complete, and operational efficiencies are maintained across the program.

Key Responsibilities

Carrier & Client Communications

• Serve as a primary operational point of contact for carrier representatives, underwriters, and other program stakeholders.
• Coordinate with the carrier’s underwriting teams to obtain risk codes, policy information, classifications, bordereau data, and other information required for accurate claim reporting.
• Communicate with the carrier as claims are received and follow up promptly when information or documentation is incomplete.
• Facilitate timely communication among the carrier, management, and claim handlers regarding program requirements, data needs, and operational issues.

Claims Data Management

• Review newly received claims and ensure required claim information is obtained and accurately entered into the claims management system.
• Retrieve policies, claim documents, and related materials from the carrier’s portal or other designated systems.
• Organize, upload, and maintain documents within the claims management system in a clear and consistent manner.
• Monitor claim data for accuracy and completeness and follow up on missing or inconsistent information.

Program Administration

• Maintain and update program guidelines, workflows, reference materials, and operating procedures.
• Work with the carrier and claim handlers to ensure carrier requirements and procedural updates are clearly communicated and consistently implemented.
• Identify operational issues, coordinate with appropriate stakeholders, and assist in developing practical solutions.
• Support the implementation of new reporting requirements, process changes, and program enhancements.

Reporting & Quality Assurance

• Maintain and support key performance indicator (KPI), bordereau, and other carrier reporting requirements.
• Monitor performance against applicable reporting standards, service expectations, and program requirements.
• Identify deficiencies, trends, or recurring issues and communicate them to management in a timely manner.
• Assist management in implementing training, updated procedures, or corrective actions when necessary.

Operational Support

• Provide day-to-day operational assistance to claim handlers and management.
• Assist with special projects, audits, file reviews, data validation, and program-related initiatives.
• Support workflow management and process improvement efforts designed to enhance service delivery, data quality, and claim handler efficiency.
• Perform other duties and provide additional support as needed to meet program and business requirements.

Team Support

• Provide Medicare Compliance support including checking eligibility and meeting reporting deadlines.
• Check payee names in the OFAC system to clear for check issuance.
• Maintain a small pending of settled claims and report to carriers – essentially act as a file closer.

Skills, knowledge & expertise

Required:

• Experience in insurance, claims administration, underwriting support, program operations, or a related field.
• Working knowledge of insurance terminology, policy information, and claims processes.
• Excellent organizational skills, with the ability to manage multiple priorities and meet deadlines in a high-volume environment.
• Strong verbal and written communication skills, including the ability to communicate professionally with clients, underwriters, claim handlers, and management.
• High level of attention to detail and commitment to data accuracy and complete documentation.
• Proficiency with claims management systems, Microsoft Office applications, carrier portals, and related business tools.

Preferred:

• Experience working with delegated authority, third‑party administrator (TPA), managing general agent (MGA), or carrier program business.
• Familiarity with bordereau reporting, KPI monitoring, and insurance data management.
• Experience working directly with underwriting and claims teams.
• Experience supporting specialty insurance programs or transportation and environmental claims operations.

Equal Employment Opportunity & Legal Notices

Benefits

• Medical, dental, and vision plans to support your health and that of your family
• A 401(k) plan with employer matching
• Time‑off policies, including Discretionary Time Off (DTO) for exempt employees and Paid Time Off (PTO) for non‑exempt employees
• Paid holidays
• Life insurance and short‑term and long‑term disability coverage

Benefit offerings, eligibility, and required employer contributions may vary based on role, classification, and applicable federal, state, and local laws, including those tied to an employee’s primary work location.

Where required by law, the Company provides paid sick leave, paid family and parental leave, and other mandated benefits in accordance with applicable state and local requirements.

Diversity and Inclusion

Davies is dedicated to fostering a diverse and inclusive workplace that embraces a wide range of perspectives and experiences. We believe that diversity of thought is essential for innovation and creativity, and we actively promote an environment where all voices are valued and heard.

Compensation Transparency:

The salary range listed reflects the full compensation band for this role across all locations. Actual compensation will be based on factors such as skills, experience, qualifications, and geographic location, which may impact the final offer. We share ranges to remain transparent and consistent with pay equity practices.

Essential Functions

• Maintain regular and dependable attendance.
• Be available and able to perform job responsibilities during established work hours.

Background Check & Fair Chance Compliance

Any background check or review of criminal history, if applicable to the role, will be conducted only after a conditional offer of employment and in compliance with applicable federal, state, and local laws, including fair‑chance hiring requirements.

Massachusetts Notice

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

AI Policy

At Davies, we value authentic conversations and a fair candidate experience. While candidates may use AI and technology tools to prepare for interviews, we expect interview responses and assessments to reflect each individual's own experience, knowledge, and professional judgement.