Operations Assistant

Panorama Insurance Associates, Inc. is a leading force in the insurance industry, combining the trusted relationships and reputation of the past with the innovation and technology of the future. We provide transformative solutions that empower agents, clients, and carriers to thrive in a rapidly changing marketplace. Guided by an inclusive and collaborative approach, we are committed to being the premier partner for building and growing business across the industry. At our core, we invest in people- fostering careers in a supportive environment built on respect, growth, and shared success.

Primary Job Location: Roseville, California - Hybrid

Non-exempt, 37.5 hour work week

Job Purpose & Position Overview

The Operations Assistant serves as the first point of contact for guests and, on occasion, callers - providing exceptional customer service and directing inquiries to the appropriate team members. This role supports daily office operations by managing incoming emails, handling mail and documents, maintaining office organization, ordering supplies, and assisting with various administrative tasks.

The Operations Assistant plays a key role in promoting a professional, welcoming, and efficient office environment while upholding Panorama's core values.

Key Responsibilities

Front Desk Operations

• Greet visitors professionally and courteously, creating a positive first impression
• Provide clear, accurate information in person, by phone, and via email
• Maintain a clean, organized, and welcoming reception area
• Answer and direct incoming calls promptly and courteously when providing backup coverage
• Manage visitor check-in procedures and ensure security protocols are followed

Mail, Document Handling & Office Support

• Receive, sort, and distribute incoming mail and deliveries
• Scan mail accurately and route documents to appropriate internal recipients
• Process unrouted attachments from DocuBot Suspense
• Support general office organization and operational needs
• Provide support with Errors & Omissions processing

Team Collaboration & Workplace Engagement

• Demonstrates strong interpersonal and communication skills to foster teamwork and collaboration
• Work closely with in-office team members to support shared goals and efficient workflows
• Participate in regular office meetings and contribute to a positive, in-person work culture
• Remain open to and supportive of AI-enhanced workflow improvements and new technology initiatives

Industry & Administrative Support

• Cross-train on industry knowledge, data entry, and applicable insurance-related tasks
• Assist with basic reporting, record updates, and administrative processes as needed
• Maintain confidentiality and safeguard sensitive information in accordance with company standards

Personal Conduct & Adaptability

• Represent the company positively, ethically, and professionally in all interactions
• Effectively multitask and adapt in a fast-paced environment while balancing independent and team-based work
• Maintain professionalism under pressure and manage shifting priorities calmly
• Perform additional duties as assigned; responsibilities may evolve over time.

Qualifications

• Proficiency in Microsoft Office and general computer applications
• High school diploma
• Prior insurance industry experience preferred

Benefits

• Medical: HSA, PPO, EPO options (base plan 95% employer-paid)
• Dental PPO (including zero-premium options)
• Vision plan at no cost
• FSA & HSA (with $1,000 employer HSA contribution on eligible plans)
• Commuter benefits up to $600/month
• Employer-paid LTD, STD, Life & AD&D
• Supplemental health & identity protection programs
• EAP support for household members
• 401(k) with 100% match up to 5%
• Exempt Time Off: Flexible (unlimited)
• 12 paid holidays
• Flexible remote/hybrid schedules
• Licensing, accreditation, and professional development support

The pay range for this role is:

20 - 26.66 USD per hour (Roseville Office)