Operations Specialist

Job Description

Job Description

Join Our Team as an Operations Specialist at Amwins Self-Funded!

Are you ready to take the next step in your career? Join Amwins Self-Funded as an  Operations Specialist. Operation Specialists ensure accurate and comprehensive data entry, including all financial configurations. You'll serve as a liaison between the Sales team and the Premium Department to ensure proper setup for premium processing, compensation, and overall payment readiness. Based in Scottsdale, AZ, this in-office position offers flexibility to work from home up to 2 days a week, after completing training.

Why Choose Amwins?

At Amwins, we value our team members and offer a range of benefits to enhance your work experience:

• Flexibility: Enjoy a hybrid work environment with flexible scheduling options.
• Comprehensive Benefits: Access a competitive benefits package from day one, including generous Paid Time Off (PTO) and paid holidays.
• Continual Learning: Thrive in a collaborative, education-focused work environment.
• Annual Bonus Program: Earn incentives through our performance-based bonus program, designed to reward you for achieving key goals and contributing to the company's success.

Learn more about us at amwins.com/benefits.

Responsibilities:

As an Operations Specialist within our Account Management department, you will:

• Workflow Coordination: Support Account Management by overseeing the final implementation of sold cases within the Account Management department.
• Data Integrity Oversight: Maintain and audit internal systems to ensure data accuracy across client records, contracts, and reporting tools.
• Sold Forms: Log all sold forms for entry into Amlink & Compass App, including New Cases, Renewals, and updates .
• Implementation: Complete implementation by entering information found on sold forms into the system.
• Quality Assurance: Review sold form data against information entered into the system to identify discrepancies and escalate to internal parties for resolution.
• Process Optimization: Identify opportunities to streamline operational processes and implement improvements.
• Document Management: Organize and maintain electronic files, including maintaining accurate records of operational procedures and ensuring compliance with internal policies and external regulations.
• Premium File Management: Manage all premium files, including online and manual file set-up by the client and the plan year.
• Operational Support: Act as a liaison between Account Managers and internal teams to ensure client case is built and bound correctly.
• Reporting & Analytics: Maintain operational dashboards and performance metrics for client accounts.
• Cross-Functional Coordination: Collaborate with Finance and Account Management to resolve operational issues. Ensuring alignment between cross-functional teams.
• Issue Resolution: Triage, track and resolve implementation documents and system entry issues quickly and efficiently.
• Escalations: Escalate complex issues to appropriate stakeholders with clear documentation.
• Adaptability and Team Collaboration: Handle other projects and duties as assigned, displaying adaptability and strong collaboration skills.

Qualifications:

To excel in this role, you'll need:

• Relevant Experience: At least 1 year of experience in operations, client services, or administrative support is required.
• Education: A Bachelor's Degree in Business Administration, Operations Management, or a related field is strongly preferred.
• Industry Knowledge: Experience working in the insurance industry and/or at a Carrier or Third-Party Administrator is a plus.
• Eagerness to Learn: A passion for learning our business model and understanding the products we work with is a necessity.
• Organization and Attention to Detail: Excellent organization skills and attention to detail are required.
• Teamwork Skills: Strong teamwork skills with the ability to collaborate cooperatively with various staff members.
• Multi-tasking Ability: Ability to multi-task and actively manage/prioritize workloads in a high-volume environment.
• Communication Skills: Ability to effectively communicate, both written and verbally, with internal and external parties.
• Technical Proficiency: Proficient in Microsoft Office programs (Word, Excel, Outlook, etc.).

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The Amwins Advantage: Benefits & Perks

• Medical, Dental, Vision available your first day of employment
• Choice of medical plans through Blue Cross Blue Shield; Kaiser available for CA employees
• Mental health support including:
• Virtual therapy
• Digital coaching
• 24/7 EAP counseling
• Company-paid Basic Life & AD&D Insurance, Short-Term Disability, and Employee Assistance Program
• Health Savings Account with company contributions 
• Health Care FSA, Dependent Care FSA, and Commuter Benefits
• Parental Leave and Adoption Assistance
• Voluntary coverage options:
• Life Insurance
• Critical Illness
• Accident
• Identity Theft Protection
• Retiree medical benefits available for Medicare-eligible retirees
• 401(k) with company match
• Generous Paid Time Off and Company Holiday Schedule
• Collaborative, continuing education focused work environment
• Career advancement opportunities