Insurance Operations Specialist / Agency Service Coordinator

IMPORTANT: READ ENTIRE JOB POST BEFORE APPLYING

To prove you pay attention to details, include the word:

PROTECTION

as the first word of your application.

Applications that do not follow this instruction will not be considered.

About OnePoint Insurance Agency

OnePoint Insurance Agency is a growing U.S.-based independent insurance brokerage helping individuals, families, and businesses protect what matters most.

We provide:

Health Insurance
Auto Insurance
Homeowners Insurance
Life Insurance
Dental Insurance
Vision Insurance
Disability Income Insurance
A ---------- Insurance
Critical Illness Insurance
General Liability
Workers Compensation
Commercial Auto
Professional Liability
Business Owner Policies (BOP)
Other Commercial Insurance Solutions

We are seeking a highly organized, detail-oriented, and experienced Insurance Operations Specialist to support our agency's servicing, policy management, quoting support, and operational excellence.

This is not an entry-level position.

We are looking for someone who understands insurance operations, takes ownership of their work, and can help protect both our clients and our agency.

Your Mission

Your primary responsibility is to help keep policies active, prevent cancellations, maintain accurate records, support the sales team, and ensure our clients receive outstanding service.

This position directly impacts:

Client Retention
Policy Persistency
Compliance
Agency Reputation
Customer Satisfaction
Operational Efficiency
Key Responsibilities
Policy Servicing & Monitoring
Review policy status daily
Monitor cancellations, lapses, and payment issues
Track underwriting requirements
Follow up with insurance carriers
Assist with reinstatements
Process policy service requests
Verify effective dates and renewal dates
Monitor policy changes and endorsements
Client Communication
Contact clients regarding outstanding requirements
Request missing documents
Send professional emails and text messages
Follow up on underwriting conditions
Help prevent policy cancellations and lapses
Maintain excellent documentation standards
Sales Team Support
Create follow-up tasks for agents
Escalate urgent issues
Coordinate communication between carriers, agents, and clients
Support quoting and policy servicing workflows
Quoting Support

Assist with:

Health Insurance
Auto Insurance
Homeowners Insurance
Life Insurance
Dental Insurance
Vision Insurance
Disability Insurance
A ---------- Insurance
Critical Illness Insurance
Business Insurance
CRM & Documentation
Maintain accurate CRM records
Verify client information
Audit files for completeness
Document all client interactions
Maintain agency compliance standards
Insurance Experience Preferred

Experience with one or more of the following:

Personal Lines
Auto Insurance
Homeowners Insurance
Renters Insurance
Health & Benefits
Health Insurance
ACA Marketplace Plans
Dental Insurance
Vision Insurance
Life & Supplemental
Life Insurance
Disability Income Insurance
A ---------- Insurance
Critical Illness Insurance
Commercial Insurance
General Liability
Workers Compensation
Commercial Auto
Professional Liability
Business Owner Policies (BOP)

Applicants with prior experience working for an insurance agency, brokerage, carrier, marketplace enrollment agency, or servicing department will receive priority consideration.

Skills & Qualifications

We are looking for someone who:

? Has strong insurance knowledge

? Pays attention to detail

? Has excellent written and verbal English

? Communicates professionally

? Is highly organized

? Follows through on tasks

? Takes ownership of outcomes

? Can work independently

? Learns quickly

? Wants a long-term opportunity

Technology Experience

Experience with any of the following is a plus:

GoHighLevel (GHL)
HealthSherpa
----------
Google Workspace
Microsoft Office
Agency Management Systems
CRM Platforms
Insurance Carrier Portals
Accuracy & Ownership Standards

At OnePoint Insurance Agency, we do not evaluate employees based solely on activity.

We evaluate tea ---------- mbers based on:

Accuracy
Ownership
Problem Solving
Follow-Up Discipline
Documentation Quality
Operational Thinking

Our goal is 99.9% data accuracy.

We are looking for someone who identifies problems, proposes solutions, and takes responsibility for outcomes.

Work Schedule
Monday – Friday

9:00 AM Eastern Time (USA) to 7:00 PM Eastern Time (USA)

Includes one (1) hour unpaid lunch break.

You must be available and responsive during scheduled work hours.

Compensation
$450–$600 USD Per Month

Compensation will be based on:

Insurance Experience
Servicing Experience
Communication Skills
Attention to Detail
Accuracy
Overall Performance

Top performers may receive:

Performance Bonuses
Leadership Opportunities
Increased Responsibilities
Future Compensation Increases
Application Requirements

Please submit:

1. Resume
2. Insurance Experience Summary
3. List of Insurance Products You Have Worked With
4. CRM Systems You Have Used
5. Internet Speed Test Screenshot
6. Computer Specifications
7. Expected Monthly Salary
8. Written Response

Please describe:

Your experience with policy servicing
Your experience handling cancellations
Your experience handling reinstatements
Your experience following up with clients and carriers
3–5 Minute Video Submission (Required)

To help us evaluate communication skills, insurance knowledge, critical thinking, and professionalism, all applicants must submit a 3–5 minute video answering the following:

Tell us:
About your insurance experience.
Which insurance products you have worked with.
A difficult insurance-related issue you solved and how you handled it.
How you stay organized when managing multiple client requests.
How you use AI tools such as ChatGPT in your work.

Important:

We are not looking for perfect English.

We are looking for:

Understanding
Communication
Ownership
Professionalism
Critical Thinking
Problem-Solving Ability

Applications submitted without the required video may not be considered.

Why Join OnePoint Insurance Agency?

We are building a world-class insurance brokerage and are looking for long-term tea ---------- mbers who want to grow with us.

The person we hire will play a critical role in helping clients maintain active coverage, preventing policy cancellations, supporting our sales team, maintaining accurate records, and ensuring operational excellence.

If you take pride in accuracy, service, ownership, and helping protect clients, we would love to hear from you.

OnePoint Insurance Agency