Operations Specialist - Signers National
New York City, NY
About the Job
Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. Starting in 2008 as a small retail broker focused on nonprofit & human service organizations, Signers has since expanded its portfolio to include commercial real estate and transportation. Signers 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.
The Operations Specialist assists with organization and processes of four major areas: operations management, Mergers and Acquisition transfers, developing training curriculum for client services, and implementing workflow procedures for the betterment of the service team. They will work collaboratively to provide efficiency and vision in the establishment of policies and procedures to effectively deliver comprehensive client services under the supervision of the Director & Associate Director of Operations. The specialist is responsible for managing procedures to assist in developing effective strategies designed to enhance relationships with clients and improve employee rapport.
RESPONSIBILITIES
Operations Management:
- Oversees coordination of data implementation into Applied Epic.
- Communicate with internal stakeholders to confirm coverages and commissions are accurate for newly acquired and rewritten business.
- Support the Director and Associate Director of Operations in company compliance with policies and procedures and auditing of client files.
- Assists in providing support and guidance to team members to promote maximum efficiency.
Mergers and Acquisition Transfers:
- Design strategies to streamline team performance prior to and following integration.
- Provide direct support to Operations management working with the M&A team to further enhance data implementation.
- Collaborate with Operations management and IT department to ensure accuracy and quality of data imported into Applied Epic from external systems.
- Prepare reports on the status and implementation timeline of M&A process to Associate Director of Operations.
- Develop and implement data analysis and act as liaison with our Resource Pro team to complete data transfer.
Training and Workflow Procedures:
- Collaborate with the Associate Director to identify improvements in existing workflows and recommend enhancements.
- Develop and implement a training curriculum based on updated workflows within the Total CSR LMS.
- Provide position-specific training to build knowledge and confidence of new hires.
- Evaluate training effectivity through regular client audits and implement additional training as needed.
The Primary Responsibilities of this role are not limited to the details above.
QUALIFICATIONS
- 3-5 years+ experience in the commercial insurance industry.
- Prior experience in developing operational processes, standards, and procedures.
- Ability to work in a fast-paced environment and communicate concisely on project updates.
- Self-starter; strong communication and people skills.
- A degree in business administration, insurance, or relevant field.
- Proficient with Applied EPIC and Microsoft products.
Signers is a proud Equal Opportunity Employer. Signers 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. Signers 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
