Carrier Operations Specialist

The Liberty Company is seeking an experienced Carrier Operations Specialist to join our team. This is a fully remote role. The Liberty Company Insurance Brokers was established in 1987. We pride ourselves in our award winning culture. If you enjoy wellness programs, work/ life balance and a culture that helps others, you would fit right in. 

Position Summary:

This position is responsible for coordinating transactional carrier-related operations for the department. Primary duties include maintaining carrier downloads, managing carrier logins/passwords, managing carrier codes, troubleshooting management system issues, pulling and distributing reports, and other operational duties and special projects as needed.

Essential Duties and Responsibilities:

· Review and become familiar with current workflows and prioritize accordingly.

· Compile any documented policies and procedures (from manuals, memos, Intranet postings, etc.) into single cohesive set of operational guidelines.

· Assist with setup of new appointments including completion of any paperwork required by the carrier.

· Assist in carrier book transfers for newly acquired books.

· Assist with carrier book transfers for existing book to new carrier.

· Coordinate with Operations department to maintain and update Admin Carrier Spreadsheet & database with agency codes and admin logins.

· Update new/existing appointments. For example:

o Adding/Removing DBAs

o Changing entity type from Corp to LLC

· Create Agency Data Sheet for new partnerships.

· Provide and maintain accurate Carrier Appointment and Partnership data in appropriate databases.

· Assist in carrier book transfers for newly acquired partnerships (creating BOR letters, etc)

· Communicate with carriers regarding new partnership and provide requested documents (ex. BORs, Bill of Sale, W9, etc)

· Collaborate with different departments within Liberty Company (Accounting, Operations, Integrations etc). regarding carrier related processes for new partnerships and new producer on-boarding.

· Attach corresponding documents and necessary emails and responses in document management system (ImageRight)

· Send weekly or biweekly follow-ups as needed.

· Participate in bi-weekly department meetings to provide updates on any partner/carrier issues, etc.

Minimum Qualifications:

· 3-5 years in customer service or underwriting role at insurance agency.

· Experience with Applied Epic, Vertafore AMS or similar systems.

· Experience defining and documenting procedures and workflows.

· Accuracy and attention to detail is absolutely required, as well as a track record of reliability, confidentiality, and conscientious work habits.

· Proficient in MS Office, specifically Excel, Word and PowerPoint.

· Ability to work independently with little supervision.

· Ability to organize and prioritize effectively and manage multiple projects at once.

· Ability to interpret data and make cost effective decisions.

· Ability to adapt and work efficiently in a rapidly changing dynamic environment with deadline pressures.

· Demonstrated ability in dealing directly with co-workers, clients, vendors.

Promoting Peace of Mind for All.

At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.

HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.

We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.