Insurance Operations Specialist ?? WA-Based, Remote Option

Benefits:
?? Flexible schedule
?? Paid time off
?? Training & development

At the Cisneros Agency, LLC of American Family Insurance, we do things differently. We don't just sell insurance; we partner with our customers to deliver peace of mind. We innovate together, win together, and have fun together.
We're growing our team and looking for another A-player! Consistently one of the top 5 performing teams in Washington, we're seeking self-driven individuals who are "A" players and want to make a great living. Insurance experience is NOT necessary. Our training is top-notch and personalized to get you up to speed. Let's talk to ensure we can offer you what you want.

Compensation & Benefits:
?? Salary range during the first year: $20-$25 per hour
?? Paid Time Off (PTO)
?? Sick Time Off (VTO)
?? Flexible work schedule
?? Continuous growth and learning

Primary Job Functions & Activities:
In this role, you will gather and analyze client data to provide accurate insurance quotes and recommendations. You??ll respond to client inquiries, assist in gathering agency notices, and help with policy updates. Your ability to conduct thorough client research and deliver excellent customer service will ensure smooth operations and client satisfaction.

Roles and Responsibilities: ?? Data Collection ?? Collaborate with the team to collect accurate, up-to-date information for quoting purposes. Utilize various tools and systems to gather relevant data for creating insurance quotes. ?? Policy Analysis ?? Analyze client information to determine appropriate coverage options and policy details. Ensure compliance with underwriting guidelines and regulations while tailoring policies to meet client needs. ?? Quote Preparation ?? Provide detailed explanations of coverage options, premiums, and any additional information relevant to the agent. ?? Client Requests ?? Provide prompt, accurate, and friendly customer service through email and text. This includes responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. ?? Filter Work ?? Gather and distribute agency notices and text messages to the Agency Email platform. ?? Client Research ?? Investigate client requests to gather relevant information and insights for the servicing team.

Requirements: ?? The Cisneros Agency's core values are Commitment, Dependability, Integrity, and Achievement. We lead with these values daily, allowing our team to enjoy being part of the agency and providing excellence for our clients and each other.

Why You Might Like Working Here:
?? Collaborative Environment: Join a supportive team that works together, innovates together, and celebrates successes together.
?? Professional Growth: Benefit from continuous growth and learning opportunities, with top-notch training personalized to get you up to speed quickly.
?? Work-Life Balance: Enjoy a flexible work schedule, with a focus on maintaining a healthy work-life balance.
?? Impactful Work: Make a difference by helping clients find peace of mind through personalized insurance solutions and excellent customer service.

Work Environment:
As an Operations Specialist, you??ll thrive in a fast-paced environment where strong organizational skills and teamwork are key. Success in this role requires:
?? Multitasking: Managing multiple tasks, prioritizing effectively, and meeting deadlines.
?? Attention to Detail: Ensuring all work, communication, and records are accurate and complete.
?? Task Management: Scheduling meetings, setting reminders, and keeping track of deadlines.
?? Problem-Solving: Identifying issues early and finding practical solutions.
?? Collaboration: Working closely with team members and other departments to achieve goals.

You??ll play an important role in keeping operations running smoothly and providing great service to our clients.
Experience:
?? 1-2 years of administrative or operations support experience.
?? Prior experience in an office environment or a customer-facing role is a plus.
?? Familiarity with office productivity tools (Google Workspace, Microsoft Office Suite).

Schedule:
?? Monday??Friday, 11:00 AM??3:00 PM (Preferred time, flexibility if needed)
(This position is currently part-time, but as the company continues to grow and expand, there may be opportunities to transition into a full-time role. We??re looking for someone eager to grow with us and contribute to our success.)
?? This Position can by in-office or remote, but only open to candidates who reside in Washington State.

This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.

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