What are the responsibilities and job description for the Operations Associate position at ECBM Insurance Brokers and Consultants?
About Our Company
We are a family-owned insurance broker and consulting firm, specializing in high-risk industries. Our mission is to put our clients and employees first.
Our core values are Empathy, Energy, and Tenacity. We care for our clients and employees, and have been recognized as a Best Place to Work in Insurance.
About the Role
We are seeking an Operations Associate to increase service excellence, efficiency, and professionalism through process improvements and automation.
Responsibilities
- Evaluate and prioritize technical issues related to Agency Management Systems.
- Assist with solving system workflow issues across departments.
- Review and file Surplus Lines, including daily, monthly, and yearly reporting.
- Raise issues leading to potential state surplus lines audits and assist in data collection.
- Process policy audits timely and accurately.
- Process agency reports and downloads in AMS 360.
- Assist with carrier website login setups.
Special Projects
- Migrate acquired agency's Agency Management System data into integrated systems.
- Work with acquisition employees to maximize data integration and integrity.
- Participate in special projects and other duties as needed.
Requirements
- Bachelor's degree or equivalent.
- Strong math & computer skills.
- Experience with agency management systems (AMS 360 preferred).
- Good communication, listening, and problem-solving skills.
- Highly motivated and goal-oriented.
- Good organizational and process management skills.
Benefits
- Competitive Pay
- Health and Welfare Programs Including Medical, Dental, and Vision Insurance
- Retirement and Income Protection Programs, including a 401k plan
- Work/Life Balance Including PTO, Holidays and Remote work opportunities
- Career Advancement Opportunities
