Operations Specialist

Insurance & Financial Solutions

Job Type: Full-Time or Part-Time (Flexible)
Compensation: $25.00 per hour plus commission opportunities

Position Overview

Our growing insurance and financial services agency is seeking a professional, detail-oriented Operations Specialist to support daily operations and deliver exceptional client service. This role is ideal for someone with an active Property & Casualty license who enjoys building client relationships, managing administrative processes, and contributing to the overall success of the agency.

The Operations Specialist will play a key role in servicing insurance and retirement accounts, supporting agency initiatives, and identifying opportunities to enhance the client experience. The ideal candidate is organized, proactive, customer-focused, and committed to providing outstanding service.

Key Responsibilities

• Answer incoming calls and provide exceptional customer support to clients.
• Service existing insurance policies and retirement accounts.
• Conduct outbound service calls regarding policy updates, coverage reviews, and client needs.
• Identify and address policy-related questions or concerns.
• Recognize coverage gaps or additional client needs and coordinate follow-up opportunities with agency leadership.
• Assist with administrative tasks and documentation related to insurance and financial products.
• Support marketing initiatives, special projects, and agency campaigns.
• Maintain accurate client records and ensure timely completion of all administrative responsibilities.
• Contribute to efficient office operations and a positive client experience.

Qualifications

• Active Property & Casualty (P&C) License required.
• Previous insurance agency, financial services, or customer service experience preferred.
• Strong communication and relationship-building skills.
• Excellent organizational abilities and attention to detail.
• Ability to prioritize tasks and manage multiple responsibilities effectively.
• Comfortable working with computer systems and office software applications.
• Positive attitude, strong work ethic, and a commitment to client satisfaction.

Benefits & Perks

• Competitive hourly pay starting at $25.00 per hour
• Commission earning potential
• Flexible full-time or part-time scheduling options
• Work-life balance with a consistent weekday schedule
• Growth opportunities within a well-established insurance and financial services agency
• Collaborative and supportive team environment

If you are a licensed insurance professional who enjoys helping clients and contributing to a growing organization, we encourage you to apply.