TL Operations Specialist

Overview

We’re searching for a driven individual who can help us streamline daily operations to ensure efficiency for the Transaction Liability Operations team. The operations specialist should be comfortable communicating with people inside and outside of the organization, able to work independently and manage time for a variety of tasks. The ideal candidate is a hard-working team player who has a strong ability to think outside the box with a sharp eye for detail.

• Monitor day-to-day operations, requests/questions for servicing of accounts to ensure a smooth process.
• Maintain spreadsheets used to track invoicing, state surplus lines filings, and subjectivity requirements to obtain issued policies.
• Corresponding daily with clients, insurers, team members, and other colleagues throughout the company.
• Reviewing binding documents for specific items pertaining to the operational side of processes.
• Following up with clients and insurers for required subjectivity document needed to final policy issuance.
• Running redlines used to review final issued policies for accuracy for delivery to our clients.

• BA/BS required
• Excellent organizational skills, including time management.
• Self-sufficiency and an ability to prioritize and multitask.
• Ability to work in a fast-paced environment.
• Strong verbal and written communication skills.
• Attention to detail.
• Proficiency in Microsoft Excel, Outlook and other applications used for operational tasks.