Insurance Operations Associate

Lamb is the leading commercial insurance broker dedicated exclusively to non-profits & social service organizations nationwide. Lamb is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees. Lamb has been recognized as one of the best places to and we are proud of our culture!

The Operations Technical Support Associate plays a vital role in supporting the day-to-day functions of the Lamb Service Team. This position is responsible for executing a variety of operational tasks, including policy processing, endorsements, certificates, audits, new business, and billing. Reporting to the Associate Director of Operations, the associate works closely with internal team members to ensure the efficient and accurate delivery of high-quality customer service.

Primary Responsibilities:

• Accurately enter new business policy documentation into the Applied EPIC system.
• Review carrier transactions and retrieve required documentation.
• Ensure proper attachment and organization of policy documents within client files.
• Enter coverage details into ACORD forms with a high degree of accuracy.
• Process policy endorsements and audits in a timely and precise manner.
• Manage cancellations and reinstatements in accordance with company guidelines.
• Respond to and fulfill agency billing requests.
• Generate and issue certificates of insurance, Evidence of Property (EOPs), and auto ID cards.
• Assist with renewal policy processing to maintain continuity and service excellence.
  
  

Note: The responsibilities of this role are not limited to the tasks listed above and may evolve based on business needs.

Qualifications:

• 1–3 years of experience in the commercial insurance industry or a related field.
• Demonstrated ability to perform in a fast-paced environment while maintaining attention to detail.
• Self-directed with strong organizational, interpersonal, and communication skills.
• Proficiency in Applied EPIC and Microsoft Office Suite (Word, Excel, Outlook, etc.).
  
  

Preferred Soft Skills:

• Strong sense of urgency with effective time management.
• Keen attention to detail and commitment to quality.
• Ability to comprehend and apply complex materials.
• Willingness to seek guidance or support when necessary.
• Strong critical thinking and analytical skills.
• Resourceful and proactive problem-solver.
  
  

Lamb is a proud Equal Opportunity Employer. Lamb is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Lamb will not tolerate discrimination or harassment based on any of these characteristics. We believe that variety in experience makes us stronger as individuals, as communities, and as a company. Fostering an environment where all employees feel empowered to bring their authentic self to work is our priority