Operations Specialist

Amwins; Scottsdale (AZ); Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Hybrid work environment

Comprehensive benefits including PTO &

Continual learning

Annual bonus program

Job summary

Amwins Self-Funded in Scottsdale, AZ is seeking an Operations Specialist to ensure accurate data entry and seamless setup for premium processing and payments. This in-office role offers hybrid flexibility after training.

You'll bridge Sales and Premium departments, maintain data integrity, log forms, and support implementation while identifying process improvements and analytics to drive performance. Eligible for comprehensive benefits, PTO, holidays, and an annual bonus program.

Qualifications

• At least 1 year of experience in operations, client services or admin support.
• Bachelor’s Degree preferred in business/ops.
• Experience in insurance industry a plus.

Responsibilities

• Coordinate workflow to finalize sold cases in Account Management.
• Audit data accuracy across client records and contracts.
• Log sold forms for entry into Amlink and Compass App.
• Enter information from sold forms into the system during implementation.
• Review data against system entries and resolve discrepancies.
• Identify opportunities to streamline processes.
• Organize electronic files and ensure compliance.
• Manage premium files and plan year setups.
• Act as liaison between Account Managers and internal teams.
• Maintain operational dashboards and performance metrics.
• Collaborate with Finance to resolve issues.
• Triage and escalate complex issues with documentation.
• Adapt to other projects and collaborate with the team.

Skills

Data entry

Operational coordination

Attention to detail

Microsoft Office

Communication

Education

Bachelor's degree in Business Administration or related field

Tools

Amlink

Compass App

Excel

Outlook

Job description

Join Our Team as an Operations Specialist at Amwins Self-Funded!

Are you ready to take the next step in your career? Join Amwins Self-Funded as an Operations Specialist. Operation Specialists ensure accurate and comprehensive data entry, including all financial configurations. You’ll serve as a liaison between the Sales team and the Premium Department to ensure proper setup for premium processing, compensation, and overall payment readiness. Based in Scottsdale, AZ, this in-office position offers flexibility to work from home up to 2 days a week, after completing training.

Why Choose Amwins?

At Amwins, we value our team members and offer a range of benefits to enhance your work experience:

• Flexibility: Enjoy a hybrid work environment with flexible scheduling options.
• Comprehensive Benefits: Access a competitive benefits package from day one, including generous Paid Time Off (PTO) and paid holidays.
• Continual Learning: Thrive in a collaborative, education-focused work environment.
• Annual Bonus Program: Earn incentives through our performance-based bonus program, designed to reward you for achieving key goals and contributing to the company's success.

Learn More About Us At Amwins.com/benefits.

Responsibilities:

As an Operations Specialist within our Account Management department, you will:

• Workflow Coordination: Support Account Management by overseeing the final implementation of sold cases within the Account Management department.
• Data Integrity Oversight: Maintain and audit internal systems to ensure data accuracy across client records, contracts, and reporting tools.
• Sold Forms: Log all sold forms for entry into Amlink & Compass App, including New Cases, Renewals, and updates.
• Implementation: Complete implementation by entering information found on sold forms into the system.
• Quality Assurance: Review sold form data against information entered into the system to identify discrepancies and elevate to internal parties for resolution.
• Process Optimization: Identify opportunities to streamline operational processes and implement improvements.
• Document Management: Organize and maintain electronic files, including maintaining accurate records of operational procedures and ensuring compliance with internal policies and external regulations.
• Premium File Management: Manage all premium files, including online and manual file set-up by the client and the plan year.
• Operational Support: Act as a liaison between Account Managers and internal teams to ensure client case is built and bound correctly.
• Reporting & Analytics: Maintain operational dashboards and performance metrics for client accounts.
• Cross-Functional Coordination: Collaborate with Finance and Account Management to resolve operational issues. Ensuring alignment between cross-functional teams.
• Issue Resolution: Triage, track and resolve implementation documents and system entry issues quickly and efficiently.
• Escalations: Escalate complex issues to appropriate stakeholders with clear documentation.
• Adaptability and Team Collaboration: Handle other projects and duties as assigned, displaying adaptability and strong collaboration skills.

Qualifications:

To excel in this role, you'll need:

• Relevant Experience: At least 1 year of experience in operations, client services, or administrative support is required.
• Education: A Bachelor’s Degree in Business Administration, Operations Management, or a related field is strongly preferred.
• Industry Knowledge: Experience working in the insurance industry and/or at a Carrier or Third-Party Administrator is a plus.
• Eagerness to Learn: A passion for learning our business model and understanding the products we work with is a necessity.
• Organization and Attention to Detail: Excellent organization skills and attention to detail are required.
• Teamwork Skills: Strong teamwork skills with the ability to collaborate cooperatively with various staff members.
• Multi-tasking Ability: Ability to multi-task and actively manage/prioritize workloads in a high-volume environment.
• Communication Skills: Ability to effectively communicate, both written and verbally, with internal and external parties.
• Technical Proficiency: Proficient in Microsoft Office programs (Word, Excel, Outlook, etc.).

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.