Operations Generalist

The Operations Generalist plays a key role in supporting day-to-day operations across multiple functional areas of the organization. This role requires a highly organized, detail-oriented individual with strong communication skills who can manage diverse responsibilities, ensure operational efficiency, and provide support to leadership, employees, and clients as needed.

Key Responsibilities

Reporting & Communications

• Perform daily downloads of customer and policy reports, claims, and activity logs.
• Analyze daily rejected items on the download.
• Assign daily accounting transactions.
• Conduct daily review and assignment of customer e-documents to appropriate personnel.
• Run weekly critical expiration reports and distribute to staff.
• Run bi-monthly Aged AR reports and distribute to staff.
• Compile monthly carrier production reports and distribute.

Licensing & Compliance

• Ongoing review and facilitate renewal of agency and individual employee resident and nonresident insurance licensing.
• Originate additional state licenses for the agency as needed.
• Facilitate new unlicensed hires through the full process of licensing including application and scheduling for pre-licensing class, exams, paperwork and fingerprinting.
• Initiate new hire appointments with companies.
• Timely updates to carrier and vendor websites for personnel setup, changes, and password resets.

Administrative Support

• Order new hire business cards and name tags or process additional orders for current employees
• Coordinate the annual ordering recipient lists and shipping of Christmas Nuts corporate gifts
• Collaborate and assist with seasonal company projects and tasks as assigned.
• Implement fulfillment of promotional items annually and on demand for all locations
• Coordinate with external vendors for advertising and administrative initiatives.
• Administer with our security vendor to grant new users keypad entry into their designated offices as well as terminated access as needed

Qualifications

• 2–3 years of experience in administrative, operational, or insurance agency support roles.
• Above average proficiency with Microsoft Office Suite (Word, Excel, Outlook) and ability to learn industry-specific software.
• Strong organizational and time management ability to balance multiple priorities.
• Self-starter with problem-solving aptitude.
• Excellent written and verbal communication skills.
• High degree of accuracy, professionalism, and confidentiality.

Benefits

• Competitive base salary with tiered PTO based on tenure.
• Comprehensive benefits package, including health, dental, vision, and retirement plans.
• Structured training and ongoing professional development.
• Collaborative and supportive team environment.
• Hybrid work after training - up to 4 days working from home.