Operations Specialist

Join Our Team as an Operations Specialist at Amwins Self-Funded, LLC!

 Are you ready to take the next step in your career? Join Amwins Self-Funded, LLC., as an Operations Specialist. Operation Specialists ensure accurate and comprehensive data entry, including all financial configurations. You’ll serve as a liaison between the Sales team and the Premium Department to ensure proper setup for premium processing, compensation, and overall payment readiness. Based in Scottsdale, AZ, this in-office position offers flexibility to work from home up to 2 days a week, after completing training.

Why Choose Amwins?

At Amwins, we value our team members and offer a range of benefits to enhance your work experience:

• Flexibility: Enjoy a hybrid work environment with flexible scheduling options.
• Comprehensive Benefits: Access a competitive benefits package from day one, including generous Paid Time Off (PTO) and paid holidays.
• Continual Learning: Thrive in a collaborative, education-focused work environment.
• Annual Bonus Program: Earn incentives through our performance-based bonus program, designed to reward you for achieving key goals and contributing to the company's success.

Learn more about us at amwins.com/benefits.

 

Responsibilities:

As an Operations Specialist within our Account Management department, you will:

• Workflow Coordination: Support Account Management by overseeing the final implementation of sold cases within the Account Management department.
• Data Integrity Oversight: Maintain and audit internal systems to ensure data accuracy across client records, contracts, and reporting tools.
• Sold Forms: Log all sold forms for entry into Amlink & Stealth App, including New Cases, Renewals, and updates.
• Implementation: Complete implementation by entering information found on sold forms into the system.
• Quality Assurance: Review sold form data against information entered into the system to identify discrepancies and escalate to internal parties for resolution.
• Process Optimization: Identify opportunities to streamline operational processes and implement improvements.
• Document Management: Organize and maintain electronic files, including maintaining accurate records of operational procedures and ensuring compliance with internal policies and external regulations.
• Premium File Management: Manage all premium files, including online and manual file set-up by the client and the plan year.
• Operational Support: Act as a liaison between Account Managers and internal teams to ensure client case is built and bound correctly.
• Reporting & Analytics: Maintain operational dashboards and performance metrics for client accounts.
• Cross-Functional Coordination: Collaborate with Finance and Account Management to resolve operational issues. Ensuring alignment between cross-functional teams.
• Issue Resolution: Triage, track and resolve implementation documents and system entry issues quickly and efficiently.
• Escalations: Escalate complex issues to appropriate stakeholders with clear documentation.
• Adaptability and Team Collaboration: Handle other projects and duties as assigned, displaying adaptability and strong collaboration skills.

 

Qualifications:

To excel in this role, you'll need:

• Relevant Experience: At least 1 year of experience in operations, client services, or administrative support is required.
• Education: A Bachelor’s Degree in Business Administration, Operations Management, or a related field is s