Operations Specialist

Overview

We are seeking a detail-oriented and proactive Operations Specialist to join our growing Operations team. This role is critical in ensuring smooth and efficient management of our operational workflows — from onboarding and contract management to bordereaux processing and reporting. The ideal candidate thrives in fast-paced environments, is data-driven, and brings a passion for process improvement and collaboration across teams.

What You’ll Do

• Manage operational workflows across onboarding, policy administration, and bordereaux lifecycle stages to ensure data completeness, timeliness, and accuracy.
• Collaborate with cross-functional teams (Data, Underwriting, Compliance, Finance) to maintain integrity across systems and processes.
• Support the centralization of master/reference data, ensuring consistent and auditable records across all operational systems.
• Monitor and report KPIs such as submission cycle time, processing duration, and SLA adherence.
• Identify and implement process improvements to increase efficiency, reduce manual touchpoints, and enhance the member experience.
• Partner with internal teams to define and document standard operating procedures (SOPs).
• Leverage tools like Snowflake, Power BI, and Excel to create reports and insights that inform business decisions.
• Assist in onboarding new members and contracts, ensuring all documentation, systems, and workflows are aligned before activation.

What You Bring

• Bachelor’s degree (or equivalent) required.
• 5 years of relevant experience within the insurance industry. Experience with specialty insurance a plus.
• Strong understanding of data accuracy, process governance, and operational SLAs.
• Proven ability to work cross-functionally with technical and non-technical teams.
• Proficiency with Power BI, SQL (Snowflake), Excel, and workflow tools such as Jira or ServiceNow.
• Exceptional attention to detail and ability to manage multiple priorities simultaneously.
• Excellent written and verbal communication skills.

Bonus Points For

• Experience with bordereaux processing or insurance data workflows.
• Familiarity with contract lifecycle management or onboarding systems.
• Experience with automation tools (Power Automate, Zapier, or similar).

Pay and benefits

Enjoy our comprehensive benefits package designed to meet your diverse needs and support your well-being:

Work-life balance: We believe that taking time to rest and recharge makes us all better. That’s why we offer flexible time off and encourage our team to take the time they need to prioritize their health and well-being.

Health and wellness: We offer high-quality health, dental, and other benefits to ensure our team members have access to the care they need.

Remote work: Work where you’re most productive and fulfilled. This position is open to remote candidates across the U.S. and Canada. who have the flexibility to work with our teams distributed across Europe and North America. Most cross-team collaboration happens in the mornings of the Eastern Time Zone.

Travel: We value face-to-face connections and believe that in-person interactions can enhance collaboration and build stronger relationships. Travel could be a small part of your role, with opportunities to connect with your team and our members in person.