Operations Administrator

Job Description

Job Description

We are looking for an Operations Administrator to support agent onboarding, licensing coordination, and contracting activities for a growing financial services organization. This position is ideal for someone who excels in a structured, high-volume environment and can keep multiple workflows moving with accuracy and professionalism. The role will work closely with internal partners and external stakeholders to help ensure documentation, case activity, and service expectations are handled efficiently. Candidates who are organized, responsive, and comfortable working across multiple systems will be well suited for this opportunity.

Responsibilities:

• Manage the end-to-end administrative process for agent licensing, appointments, and contracting submissions to insurance carriers.

• Review applications and supporting documents for completeness and accuracy before forwarding materials for carrier review.

• Maintain up-to-date agent, client, and case records within Salesforce and other operational platforms.

• Track outstanding items and proactively communicate with agents or internal teams to obtain missing documentation and resolve delays.

• Oversee active contracting and case workflows while documenting progress and keeping files organized and audit-ready.

• Use multiple carrier portals and follow each provider's procedures to submit information correctly and efficiently.

• Monitor turnaround expectations and prioritize daily activities to meet service deadlines and internal performance standards.

• Partner with cross-functional teams to strengthen process consistency and deliver a smooth experience for agents throughout onboarding and case administration.

Requirements:

• At least 1 year of experience in administrative support, case coordination, licensing, contracting, or a related operational function.

• Background in insurance, financial services, or another regulated industry is preferred.

• Hands-on experience with Salesforce is strongly preferred.

• Strong technical ability with confidence navigating databases, web-based tools, and multiple external platforms.

• Clear written and verbal communication skills with a customer-facing approach and strong attention to detail.

• Excellent attention to detail and the ability to manage records with a high degree of accuracy.

• Proven ability to organize competing priorities and work effectively in a deadline-driven setting.

• Team-oriented mindset with a strong commitment to service, follow-through, and operational quality