Operations Support Coordinator
CB Partners, LLC · Greenwood Village, CO
Apply & track with Apply EdgeI am partnered with growing, nationally recognized independent insurance brokerage. It provides property and casualty, risk management, surety, employee benefits and wealth management services to individuals and businesses. The firm is known for strong leadership, a collaborative culture and an energetic team.About the RoleThe Operations Support Specialist would support the systems, processes and leaders that help our organization grow. You'll coordinate agency operations, including carrier administration, systems management, data accuracy, workflows and compliance. You'll also provide admin support to senior leaders. This role suits someone who likes digging into systems and data, building better processes and working across teams.Compensation and Benefits$65K - $77K depending on experience and qualificationsPerformance bonusMedical, dental and vision401(k) with company matchFlexible PTO and paid holidaysResponsibilitiesManage carrier website access, onboarding and offboarding users, and credentialsHelp set up new carrier relationships and handle carrier documents, audits and compliance requestsManage records, user roles, reassignments and settings in the agency management system, support daily downloads and fix exceptionsAnalyze system data, run regular audits and flag trends or issues for leadershipWork with the technology, accounting and service teams to get more out of our systemsMonitor carrier financial strength ratings and flag potential concernsCoordinate agency and individual insurance licensing and related compliance workHelp prepare for internal audits, manage documentation and respond to regulatory requestsCreate and maintain SOPs, workflow guides and other operations documentsProvide admin and project support to executive leaders, including calendars, meetings, planning sessions, travel and expense reportsQualifications3+ years in insurance operations, agency administration, business operations, systems or data administration, or executive supportInsurance brokerage or professional services experience strongly preferredExperience with an agency management system (Applied Epic preferred) or similar business systemsStrong Excel skills (pivot tables, VLOOKUPs) and advanced Outlook, PowerPoint and TeamsProven ability to manage several priorities and work across departmentsExperience creating or improving processes and documentationOrganized, a strong communicator, discreet and detail-orientedSchedule and LocationHybrid: 2 days work from home 3 days in officeGreenwood Village, CO, with free onsite parking.