[Hiring] Insurance Operations Broker Support Specialist @PuzzleHR

Role Description

The Insurance Operations & Broker Support Specialist plays a critical role in supporting the agency’s sales and operational functions. This position partners with insurance producers, General Agent (GA) partners, and carrier representatives to deliver accurate quotes, maintain compliance with licensing requirements, and ensure seamless carrier appointment, access, and commission processes.

Operating in a hypergrowth environment, this role plays a critical part in executing day-to-day operations while building the processes and standards needed to support rapid and sustainable scale. The ideal candidate is highly organized, proactive, and capable of operating independently to drive outcomes in a fast-paced, evolving environment.

Qualifications

• Proficiency in CRM systems and Excel (advanced skills preferred).
• Strong ability to work independently, prioritize effectively, and deliver results with minimal oversight.
• Strong understanding of insurance products, quoting processes, and carrier structures.
• Demonstrated ability to build and implement processes in a startup or evolving environment.
• Possess a builder mindset: Creates structure where none exists; thrives in ambiguity.
• Ability to manage multiple workflows with precision and accountability.
• Takes initiative and drives outcomes without reliance on established processes.
• Ability to communicate clearly and professionally across internal teams, partners, and carriers.
• Analytical thinker: Interprets commission data and identifies discrepancies.
• Builds and maintains strong partnerships with carriers and GA partners.

Requirements

• 3–6+ years of experience in insurance operations, brokerage support, or agency administration preferred.
• Experience managing licensing and compliance across multiple states.
• Familiarity with commission structures, reconciliation, and reporting.
• Experience onboarding users to carrier portals, quoting tools, and internal systems.
• Preferred experience with Zywave and Sircon systems.

Benefits

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to move up to 15 pounds at times.
• Must be able to participate in or facilitate video conferences and virtual meetings.