An operations specialist is a detailed orientated professional who can manage the workflow by optimizing daily, weekly, and monthly operations. A self-starter who can prioritize and work independently as well as work as a team player. Our team members are passionate about growth, innovation, and collaboration. We are constantly striving to improve and better ourselves so that we can better support our clients. If you are enthusiastic, have a growth mindset and you thrive under pressure, you are probably a great fit for our team! We have a casual, "family" office environment. If you are looking to grow and advance your career within a company, this is your opportunity. On the job training. Full benefits offered with a matching 401K plan.

Skills/Qualifications:

· Strong attention to detail and accuracy.

· Exceptional organizational and interpersonal skills.

· Excellent verbal and written communication skills.

· Ability to work independently and multitask.

· Proficient in word and excel.

· Strong mathematical and analytical skills.

· Ability to maintain a professional attitude in all situations.

· Two or more years of experience in an operational or similar role.

Duties/Responsibilities:

· Tally checks/credit card cash

· Print & distribute policies/rebills.

· Print quarterly bills and quarterly cancellations each month.

· Reconcile daily deposits/credit card reports/departmental errors.

· Research and investigate transactions/discrepancies.

· Oversee the end of the month billing.

· Run departmental reports and association quarterly/annual reports.

· Run monthly self-audit report. (990)

· Escheatment’s of insureds stale dated checks.

· Provide clerical & administrative support to various departments.

· Travel to bank to drop deposits.