Insurance Operations Support Specialist

1 month ago


The Woodlands, United States TWFG Insurance Full time
Job OverviewAs an Operations Support Associate at TWFG Insurance, you will play a vital role in providing exceptional customer service to our agents and carriers. Your primary focus will be on ensuring the smooth operation of our agency, including systems access, carrier appointments, and market information.

Key Responsibilities:

  • Maintain positive relationships with all carriers and agents.
  • Stay current on carrier and product availability.
  • Manage on-boarding process of new agents, producers, CSRs, and staff.
  • Manage agent, producer, and CSR state licensure.
  • Process all carrier appointments for new and existing Branch and GA agents.
  • Provide research and support in policy transfer transactions.
  • Provide systems access to all internal and proprietary systems.
  • Manage internal help desk system.
  • Answer Operations Department emails in the help desk.
  • Research and respond to commission questions received from agents.
  • Positively promote and represent the TWFG brand.

Requirements:

  • Working knowledge of insurance agency operations.
  • Experience in working with carrier and agency commission statements.
  • Excellent organizational and time management skills.
  • Adaptability with strong talent for managing multiple projects.
  • Proficient in Word, Excel, Outlook, and web-based applications.
  • Insurance experience preferred.
  • Licensing and contracting experience is a plus.

Benefits:

  • Competitive salary and benefits package.
  • Medical, dental, vision, and 401K Retirement Savings Plan.


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