Operations Specialist I

Job Title: Operations Specialist I

Duration: Temp- 6 months (possible temp to hire)

Location: Dayton, OH (Remote)

Pay: $26-$28/hr.

Work Schedule: Mon - Friday 7:30AM - 4:30PM

Position Overview

Our client is seeking a detail-oriented Operations Specialist I to support daily insurance operations related to trust-owned assets for financial institutions. This role provides critical administrative and transactional support to internal teams and leadership, ensuring accurate data management, timely communication, and consistent workflow execution. The Operations Specialist I works closely with senior team members and licensed professionals and is ideal for someone who thrives in a structured, service-driven environment.

Key Responsibilities

• Enter, review, and maintain property, occupancy, and valuation information within internal systems, ensuring accuracy and completeness in accordance with established procedures
• Maintain insurance records and track external policies, including renewals and required documentation
• Organize, attach, and index supporting documentation to ensure files are properly maintained and audit-ready
• Assist with routine insurance transactions and endorsements under the guidance of senior team members
• Prepare and send standard correspondence related to policy follow-ups, renewals, and documentation requests, escalating non-standard matters as needed
• Support billing activities by preparing routine entries, assisting with basic discrepancy reviews, and responding to standard inquiries
• Provide professional phone support by answering incoming calls, addressing routine questions, documenting interactions, and directing complex inquiries to appropriate personnel
• Monitor shared and individual inboxes, prioritize messages, respond using approved templates or professional written responses, and document key communications
• Assist with First Notice of Loss (FNOL) by gathering initial claim details, submitting claims through approved processes, and maintaining claim documentation
• Follow up on claim activity with carriers or adjusters and request loss runs as needed
• Manage assigned workflow queues to meet service-level expectations while identifying and escalating unusual or unclear items
• Contribute to process improvement efforts and assist with special projects or basic operational analysis as assigned

Qualifications

Education

• Bachelor's degree required, or an equivalent combination of education and relevant experience

Experience

• Minimum of two (2) years of experience in insurance operations, trust administration, financial services, or a customer service-focused environment

Skills & Competencies

• Strong verbal and written communication skills, including phone and email correspondence
• Excellent organizational skills with a high level of attention to detail and accuracy
• Ability to manage multiple tasks and priorities in a fast-paced environment
• Customer-focused mindset with strong interpersonal skills
• Ability to work effectively both independently and within a collaborative team setting
• Adaptable and comfortable working in a dynamic operational environment
• Proficiency with Microsoft Office applications, including Outlook, Excel, and Word
  

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.