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Senior Operations Specialist

Role overview

Qualifications

  • College Degree or equivalent education, training and work-related experience
  • Property Casualty Insurance License
  • Five years of experience within the insurance industry
  • Experience handling Complex Certificates of Insurance

Responsibilities

  • Serve as a subject matter expert for the Certificates of Insurance process and related operational activities
  • Support onshore and offshore teams with COI questions, issue resolution, and process guidance
  • Review certificate requests and help ensure accurate handling of coverage requirements and certificate issuance
  • Help identify process gaps, trends, and improvement opportunities within COI workflows

Key facts

Other skills

  • Microsoft Office
  • Communication
  • Professionalism

About the company

Lippincott logo

Lippincott

Marketing & Advertising

Lippincott is a global creative consultancy. With a passion for solving our client’s toughest challenges, we create, grow and transform brands to define industries and transcend categories. A pioneer since 1943, we have shaped some of the world’s most iconic brands and experiences. From Coca-Cola to Samsung and Starbucks to Delta, our work drives growth and adds meaning to customers’ lives. As the brand and innovation experts of Oliver Wyman, we integrate deep industry, risk and operational expertise to deliver end-to-end solutions. Together, we create new possibilities for our clients to thrive in the future.

Company details

IndustryMarketing & Advertising
Company size51 - 200

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Job description

Company:

Marsh McLennan Agency

Description:

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drives our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Senior Operations Specialist at McGriff, a division of Marsh & McLennan Agency LLC (MMA.)

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH).

A day in the life.

As our Senior Operations Specialist on the McGriff Corporate Operations - Certificate of Insurance team, you will serve as a subject matter expert for the client-facing Certificates of Insurance (COI) process and support the successful execution of offshore operations for this function. You will play a key role in ensuring the COI process is transitioned and executed accurately, consistently, and efficiently by offshore teams.  You will provide day-to-day support and guidance on COI-related activities, including reviewing certificate requests, answering process and coverage questions, supporting implementation efforts, assisting with training and knowledge transfer, and helping maintain service quality and process adherence.

The ideal candidate brings strong Property & Casualty insurance knowledge, hands-on experience with complex Certificates of Insurance, and the ability to read contracts, interpret insurance requirements, and support others through operational and process-related questions.

In this role, you will:

  • Serve as a subject matter expert for the Certificates of Insurance process and related operational activities

  • Support onshore and offshore teams with COI questions, issue resolution, and process guidance

  • Review certificate requests and help ensure accurate handling of coverage requirements and certificate issuance

  • Read and interpret contracts, insurance requirements, and policy language to support compliant COI processing

  • Assist with implementation activities, transition support, and project work related to the offshore COI function

  • Support setup, go-live, and stabilization efforts for transitioned COI work

  • Assist with developing, maintaining, and updating SOPs, job aids, desk procedures, and knowledge articles for COI processes

  • Assist in delivering training and knowledge transfer sessions for offshore and onshore team members

  • Provide ongoing coaching and support to help ensure process consistency, service quality, and operational readiness

  • Help identify process gaps, trends, and improvement opportunities within COI workflows

  • Partner with leadership on standardization, efficiency, and continuous improvement initiatives

  • Collaborate with teammates, servicing teams, and third-party vendors to support client service and operational excellence

  • Help monitor adherence to established processes, service expectations, and quality standards

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

  • College Degree or equivalent education, training and work-related experience

  • Property & Casualty Insurance License

  • Five years of experience within the insurance industry

  • Experience handling Complex Certificates of Insurance

  • Ability to read contracts and insurance policies

  • Highly effective written and verbal communication skills

  • Proven ability to act with responsiveness, urgency and professionalism in all matters while prioritizing responsibilities and proactively accomplishing goals

  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

  • Ability to work without direct supervision

These additional qualifications are a plus, but not required to apply:

  • Knowledge of insurance specific systems and applications

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

  • Generous time off, including personal and volunteering

  • Tuition reimbursement and professional development opportunities

  • Hybrid work

  • Charitable contribution match programs

  • Stock purchase opportunities

To learn more about a career at MMA, check us out our website.

Follow us on social media to meet our colleagues and see what makes us tick:

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

#MMMCG

#LI-Remote

The applicable base salary range for this role is $74,600 to $139,100.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Applications will be accepted until:

September 30, 2026

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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