Operations Support Specialist

Varney Agency I Insurance & Bonding; Saco (ME); On-site; USD 42,000 - 62,000; Full time

Job summary

Varney Agency I Insurance & Bonding is seeking an Operations Support Specialist to help manage daily agency operations, maintain accurate client and policy data, and assist with policy transactions across multiple systems.

The role suits someone detail-oriented, organized, and tech-savvy, who communicates well by phone, email, and in writing, and who can balance multiple tasks in a fast-paced office environment.

Qualifications

• High school diploma or equivalent.
• Strong attention to detail, organization, and follow-through.
• Excellent written, verbal, phone, and email communication skills.
• Comfortable learning and using multiple computer systems.
• Proficiency with Microsoft Office applications.
• Experience with Applied Epic or another agency management system is a plus.
• Insurance or customer service experience preferred.

Responsibilities

• Maintain accurate client and policy data in the agency management system.
• Review records for completeness, workflow compliance, and documentation accuracy.
• Process carrier downloads, claims, suspense items, policy transactions, invoices, and payments.
• Support Personal Lines and Commercial Lines servicing activities.

Skills

Detail-oriented

Reliable

Customer service

Organized

Technology-savvy

Multi-tasking

Communication (written/verbal)

Education

High school diploma or equivalent

Tools

Microsoft Office

Applied Epic / Agency management system

Job description

Description

About the Role:

We are seeking a detail-oriented Operations Support Specialist to help support daily agency operations, maintain accurate system data, process policy transactions, and provide support to internal team members. This role is ideal for someone who enjoys organization, technology, customer service, and working with multiple systems in a fast-paced office environment.

What We’re Looking For:

A reliable, service-minded team member who is accurate, adaptable, technology-savvy, and able to balance multiple priorities while maintaining a positive customer experience.

Requirements

Key Responsibilities:

• Maintain accurate client and policy data in the agency management system.


• Review records for completeness, workflow compliance, and documentation accuracy.


• Process carrier downloads, claims, suspense items, policy transactions, invoices, and payments.


• Support Personal Lines and Commercial Lines servicing activities.

Qualifications:

• High school diploma or equivalent required.


• Strong attention to detail, organization, and follow-through.


• Excellent written, verbal, phone, and email communication skills.


• Comfortable learning and using multiple computer systems.


• Proficiency with Microsoft Office applications.


• Experience with Applied Epic or another agency management system is a plus.


• Insurance or customer service experience preferred.

Physical Requirements:

Ability to sit or stand for extended periods, use the telephone regularly, and occasionally lift up to 25 lbs.