Operations Specialist
Swyfft is reshaping the way home insurance and commercial package products are priced and bound. They are seeking an Operations Specialist to generate and manage renewal quotes for their agent network, ensuring accurate and competitive information is provided to agents throughout the renewal process.
Responsibilities
- Generate and manage alternative renewal quotes for Personal Lines policies in accordance with established pricing guidelines
- Experience navigating insurance quoting systems and portals to produce accurate, comparable quotes for agent review and make appropriate adjustments as needed
- Proactively communicate with agents regarding the status of their renewal quotes and provide guidance on next steps via phone and email
- Maintain accurate records of all quotes, adjustments, and correspondence in the agency management system
- Escalate quoting discrepancies, system issues, or pricing questions to the appropriate team member
- Support continuous process improvement by identifying and flagging inefficiencies in the quoting workflow
- Work closely with our sales team to build, manage, and grow relationships with new and existing agency partners
- Manage and resolve a high volume of Zendesk tickets and online requests from our agents
- Assist in facilitating book rolls, policy transfers, and agent reporting processes
- Provide general administrative and ad hoc project support for the operations and sales team
- Manage agent credentials and licensing in multiple systems including the Swyfft web portal, IMS (agency management system), and Hubspot
Skills
- 1-3 years of experience working in the P&C, commercial or other insurance businesses
- Tech savvy – you are able to pick up on internal systems and programs quickly
- High school diploma or equivalent
- Exceptional attention to detail and ability to multitask
- Excellent written and verbal communication skills
- Ability to work well in a fast-paced, team-oriented environment
- Enjoy taking initiative and rarely have to be asked to complete a task
- Experience navigating insurance quoting systems and portals to produce accurate, comparable quotes for agent review and make appropriate adjustments as needed
- Proactively communicate with agents regarding the status of their renewal quotes and provide guidance on next steps via phone and email
- Maintain accurate records of all quotes, adjustments, and correspondence in the agency management system
- Escalate quoting discrepancies, system issues, or pricing questions to the appropriate team member
- Support continuous process improvement by identifying and flagging inefficiencies in the quoting workflow
- Work closely with our sales team to build, manage, and grow relationships with new and existing agency partners
- Manage and resolve a high volume of Zendesk tickets and online requests from our agents
- Assist in facilitating book rolls, policy transfers, and agent reporting processes
- Provide general administrative and ad hoc project support for the operations and sales team
- Manage agent credentials and licensing in multiple systems including the Swyfft web portal, IMS (agency management system), and Hubspot
- Reliable high-speed internet connectivity required
- Designated quiet work from home space
- Associate's or Bachelor's degree preferred
- Experience using video and chat technology (MSTeams & Slack)
- Hubspot, IMS, or related CRM and policy management systems
Benefits
- Medical, Dental, and Vision
- Short- and Long-Term Disability (Company Paid)
- Voluntary Long-Term Disability
- Employee Life & AD&D (Company Paid)
- Voluntary Employee, Spouse, and Child Life & AD&D
- Healthcare, Dependent Care and Transit FSA, and Healthcare Savings Account (HSA)
- 401K with a generous matching contribution and no vesting schedule
- 20 days of PTO annually (prorated based on hire date)
- Company Paid Holidays and 2 “Choose Your Own Holidays”
Company Overview