Insurance Operations Broker Support Specialist

Responsibilities: Supports insurance producers and partners by generating quotes, managing multi-state licensing, and overseeing carrier appointments. Responsible for commission tracking, reporting, and the development of scalable operational workflows to support agency growth.

Requirements: Requires 3-6+ years of experience in insurance operations or brokerage support with a strong background in compliance and commission management. Candidates should possess a builder mindset and proficiency in CRM tools, Excel, and ideally Zywave or Sircon.

Key skills: CRM Systems, Advanced Excel, Insurance Quoting, Licensing Compliance, Carrier Relationship Management, Commission Reconciliation, Process Development, SOP Implementation, Analytical Thinking, Professional Communication, Zywave, Sircon

Keywords: Insurance Operations, Broker Support, General Agent, Carrier Appointments, Licensing, Compliance, Commission Management, SOP, Zywave, Sircon, CRM, Excel, Insurance Quotes, Plan Comparisons, Sales Enablement, Multi-state Licensing