Operations Representative

A company is looking for an Operations Representative. Key Responsibilities Handle various client transactions accurately and timely, including summaries of insurance and endorsements processing Maintain transaction documentation in compliance with Workflow standards Prioritize daily work allocation based on document time sensitivity and assist with special projects as needed Required Qualifications Agency/Broker experience preferred College degree preferred, but not required Knowledge of Personal Risk carrier systems processing Familiarity with Sagitta/WorkSmart preferred, but not required Ability to manage workflow efficiently and work in a team environment

Jun 19, 2025 - 07:00

A company is looking for an Operations Representative. Key Responsibilities Handle various client transactions accurately and timely, including summaries of insurance and endorsements processing Maintain transaction documentation in compliance with Workflow standards Prioritize daily work allocation based on document time sensitivity and assist with special projects as needed Required Qualifications Agency/Broker experience preferred College degree preferred, but not required Knowledge of Personal Risk carrier systems processing Familiarity with Sagitta/WorkSmart preferred, but not required Ability to manage workflow efficiently and work in a team environment