Product & Brokerage Operations Specialist

Anchor Group Mgmt; Schaumburg (IL); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Medical, Dental, Vision

HSA and Employer contribution

401K with Fidelity

Transportation stipend

Job summary

Anchor Group Mgmt is seeking a Product Development Operations Specialist to support brokerage onboarding, ongoing account maintenance, and product/regulatory support activities. You will coordinate application intake, gather documents, and assist with compliance reviews, approvals, and record-keeping.

Responsibilities include coordinating with internal units for approvals, tracking filings, and supporting testing and documentation efforts.

Qualifications

• 2+ years of experience in administrative support roles.
• Excellent verbal and written communication skills and timely follow-up.
• Methodical and thorough with high accuracy in tasks.
• Able to handle overlapping requests and multiple deadlines without sacrificing quality.
• Proficient in Microsoft 365 apps and related tools; familiarity with insurance portals is a plus.

Responsibilities

• Coordinate onboarding of new brokerage accounts from inquiry to contract issuance.
• Forward applications to brokerages that meet the Company’s appetite.
• Conduct initial intake and review of applications ensuring documents are complete and current versions.
• Coordinate with contacts to obtain missing information before escalation.
• Advise internal units to move to compliance review and approvals.
• Prepare declinations or agreements based on approvals or non-approvals.
• Maintain brokerage accounts, including E&O coverage verification.
• Update addresses, contacts, and system users as needed.
• Coordinate state add-ons and licensing reviews for approvals.
• Process terminations of brokerage accounts as required.
• Monitor shared email and route inquiries to the right teams.
• Maintain filing, project trackers, and supporting materials.
• Assist with UAT by documenting scenarios and results.

Skills

Verbal & Written Communication

Attention to detail

Organizational skills

Multi-tasking

Team collaboration

Education

2+ years administrative support experience

Tools

Microsoft 365

Outlook

Teams

Word (mail-merge)

Excel

Adobe Acrobat

e-signature tools

Insurance portal & policy systems

Job description

Anchor Group Mgmt is seeking a Product Development Operations Specialist to support brokerage onboarding, ongoing account maintenance, and product/regulatory support activities. You will coordinate application intake, gather documents, and assist with compliance reviews, approvals, and record-keeping.

Responsibilities include coordinating with internal units for approvals, tracking filings, and supporting testing and documentation efforts.