Our client is seeking a detail-oriented Operations Specialist I to support daily insurance operations related to trust-owned assets for financial institutions. This role provides critical administrative and transactional support to internal teams and leadership, ensuring accurate data management, timely communication, and consistent workflow execution. The Operations Specialist I works closely with senior team members and licensed professionals and is ideal for someone who thrives in a structured, service-driven environment.
Key Responsibilities
Enter, review, and maintain property, occupancy, and valuation information within internal systems, ensuring accuracy and completeness in accordance with established procedures
Maintain insurance records and track external policies, including renewals and required documentation
Organize, attach, and index supporting documentation to ensure files are properly maintained and audit-ready
Assist with routine insurance transactions and endorsements under the guidance of senior team members
Prepare and send standard correspondence related to policy follow-ups, renewals, and documentation requests, escalating non-standard matters as needed
Support billing activities by preparing routine entries, assisting with basic discrepancy reviews, and responding to standard inquiries
Provide professional phone support by answering incoming calls, addressing routine questions, documenting interactions, and directing complex inquiries to appropriate personnel
Monitor shared and individual inboxes, prioritize messages, respond using approved templates or professional written responses, and document key communications
Assist with First Notice of Loss (FNOL) by gathering initial claim details, submitting claims through approved processes, and maintaining claim documentation