Operations Specialist
- Location
- Philadelphia, PA
- Listed
- Today
Job Description Summary
- The Operations Specialist's focus is providing a high level of administrative support by coordinating and producing reports, investigating audit outliers, and recommending corrective actions.
Primary Responsibilities
- Runs standard and ad hoc reports in AMS systems on a scheduled and as needed basis.
- Solves technical support issues for the internal and external users of various Platform tools.
- Manages system access requests, which may include insurance company partner portal administration, access to AMS systems, or other Platform tools.
- Manages download interactions, troubleshoots, and creates related reports.
- Assists with data conversions and migrations between systems.
- Audits data entry and makes changes/modifications as required.
- Assists with special projects
Knowledge, Skills & Abilities
- Must be detail-oriented Must be a hands-on, 'get it done' problem solver
- Must possess strong interpersonal, relationship management and communication skills
- Must be tactful and persuasive
- Advanced knowledge in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with an emphasis in Excel Ability to learn any other appropriate program or software system used by the firm as necessary
- Demonstrates the firm's core values, exuding behavior that is aligned with the firm's culture.
Education & Experience
- Undergraduate degree in business, accounting, economics, or finance strongly preferred
- 3 years of industry experience
Important Notice
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization.
Click here for some insight into our culture!
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Equal opportunity and legal notices
All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
From The Baldwin Group's careers page, first listed on Rolev.ai on November 15, 2026. Rolev.ai is not the employer.
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Common questions
Where is the Operations Specialist job at The Baldwin Group located?
This Operations Specialist position at The Baldwin Group is located in Philadelphia, PA. Always check The Baldwin Group's application page for specific state eligibility or relocation policies.
How do I apply for the Operations Specialist position at The Baldwin Group?
This listing links directly to The Baldwin Group's Workday application page. You can apply directly on The Baldwin Group's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.