Carrier Operations Specialist

The Liberty Company is seeking an experienced Carrier Operations Specialist to join our team. This is a fully remote role. The Liberty Company Insurance Brokers was established in 1987. We pride ourselves in our award winning culture. If you enjoy wellness programs, work/ life balance and a culture that helps others, you would fit right in. 

Position Summary:

This position is responsible for coordinating transactional carrier-related operations for the department. Primary duties include maintaining carrier downloads, managing carrier logins/passwords, managing carrier codes, troubleshooting management system issues, pulling and distributing reports, and other operational duties and special projects as needed.

Essential Duties and Responsibilities:

· Review and become familiar with current workflows and prioritize accordingly.

· Compile any documented policies and procedures (from manuals, memos, Intranet postings, etc.) into single cohesive set of operational guidelines.

· Assist with setup of new appointments including completion of any paperwork required by the carrier.

· Assist in carrier book transfers for newly acquired books.

· Assist with carrier book transfers for existing book to new carrier.

· Coordinate with Operations department to maintain and update Admin Carrier Spreadsheet & database with agency codes and admin logins.

· Update new/existing appointments. For example:

o Adding/Removing DBAs

o Changing entity type from Corp to LLC

· Create Agency Data Sheet for new partnerships.

· Provide and maintain accurate Carrier Appointment and Partnership data in appropriate databases.

· Assist in carrier book transfers for newly acquired partnerships (creating BOR letters, etc)

· Communicate with carriers regarding new partnership and provide requested documents (ex. BORs, Bill of Sale, W9, etc)

· Collaborate with different departments within Liberty Company (Accounting, Operations, Integrations etc). regarding carrier related processes for new partnerships and new producer on-boarding.

· Attach corresponding documents and necessary emails and responses in document management system (ImageRight)

· Send weekly or biweekly follow-ups as needed.

· Participate in bi-weekly department meetings to provide updates on any partner/carrier issues, etc.