What are the responsibilities and job description for the Operations Associate position at ECBM, LP?

Job Description

About ECBM

ECBM is a family-owned and operated insurance broker and consulting firm based in Media, PA. We specialize in high-risk industries that require dedicated, client-based broker services in the areas of Commercial Insurance, Workers' Compensation, Employee Benefits, Cyber Liability, Professional Liability, Farm & Agriculture, and Personal Insurance. Founded in 1970, our mission is to put people- our clients and employees- first. As a privately-owned company, our motto has always been : "No Shareholders, Just Transparency."

ECBM operates on three main core values : Empathy, Energy and Tenacity. We test every employee who works here for these three core values because employees must have Empathy to care about our clients, Energy to provide the level of service we require, and Tenacity to go that "extra mile" to solve our clients' challenges.

In addition to caring for our clients, we also take pride in caring for our employees. We've been a Best Place to Work in Insurance recipient for the last eight years, and the average length of service for our employees is 11 years.

About the Role

ECBM is looking for an Operations Associate to join our team. This person will increase service excellence, efficiency, and professionalism through process improvements, automation utilization and monitoring. They will focus on compliance monitoring of various quality control initiatives as well as the quality control processes associated with acquisitions.

Operations

Evaluate and prioritize technical issues related to various Agency Management Systems as they arise.
Assist service staff from all departments with solving system workflow issues.
Review and file Surplus Lines. Perform Surplus Lines review and filing through various states websites. Daily, monthly and yearly surplus lines reporting required, according to state guidelines.
Raise issues leading to potential state surplus lines audits and assist in data collection, both of which are key functions of this role.
Review and processing of policy audits timely and accurately, per ECBM standards.
Process monthly agency reports in AMS 360.
Process agency system downloads in AMS 360.
Assist with carrier website login setups.

Special Projects

Work with Agency Management Vendors, Accounting, and IT Departments to successfully and efficiently migrate the acquired agency's Agency Management System data into applicable integrated systems.

Work with the acquisition employees before, during and after conversion to maximize data integration and integrity.

Provide acquisition support for system conversions including mapping and system validation projects.

Participate in special projects and other additional duties, as needed.

Qualifications

Bachelor's degree or equivalent.

Strong math & computer skills.

Experience with agency management systems such as AMS 360 (preferred).

Must have good communication skills, both verbal and written.

Good listening skills as well as desire to solve problems.

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

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