Operations Specialist

Overview

The Operations Specialist, working hand in hand with the Center of Excellence, will be the main point of contact for the COE Accounting/Operations team to the field offices. Be responsible for tracking all Center of Excellence/Small-Mid Solution clients and prospects financial and operational activity. 

Strong Excel experience/abilites are a must!

The Ideal Candidate

• An excellent problem solver, you thrive on making customers happy and coming up with great solutions
• You have a strong sense of team work, and you are highly dependable
• You are communicative and able to be effective via written and oral communication
• Attention to detail
• Strong organizational skills

What You'll Do

• Act as the lead accounting data analyst for Applied Epic and Vertafore AMS360/BenefitPoint  for the COE.
• Provide accounting audit support as needed to Regions/Offices that work with COE
• Proficient with the accounting functionality within the Epic, BenefitPoint and AMS360 Agency Management Systems
• Demonstrates proficient working knowledge of day-to-day accounting insurance business processes/workflows. Ability to relate the business processes to system workflows.
• Assist in development and maintenance of the AssuredPartners Center of Excellence documents including, but not limited to, training manuals, handouts, Standard Operating procedures, etc.
• Develop and maintain new/improved AssuredPartners accounting workflows, to ensure the highest level of customer service, efficiency, and automation utilization throughout the Agency.  Educate and train all applicable employees on new or revised workflows when needed.
• Ability to think on the fly and know best business practices or able to keep a meeting moving and research unanswered questions later.
• Create monthly agency bills in EPIC for clients as needed
• Input all necessary information in BenefitPoint including commission splits
• Auditing including COE variance reports, commission split correction, commission tacking, general premium and End of month financial audits
• Input and track all key information in Smartsheet/various tracking systems.
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What's in it For You?

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary - $50,000 to $60,000
• Generous 30 Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options    
• Company match 401(k) plan – 50% up to 6%!   
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers    
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists   
• Pet benefits & discounts    
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners  

What You'll Need

• Bachelor’s degree preferred; or 2-5 years of related experience and/or training; or equivalent combination of education and experience.
• Minimum of 2 years working accounting experience.
• Proficient in day to day insurance accounting business and workflow processes preferred.
• Minimum of 1 years Applied Epic, Vertafore BenefitPoint and AMS360 Agency Management System software experience, Internet software; Spreadsheet software and Word Processing software; Microsoft Office preferred

Grow, with us

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.   

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger! 

Salary : $50,000 - $60,000