[Hiring] Insurance Operations Specialist @Outmarket AI

Role Description

We are hiring an Insurance Operations Specialist to help our clients get real, practical value from the platform in the context of how their agencies actually operate. This is a client-facing role for someone who already understands how insurance agencies and brokerages work.

• Learn each client’s workflows, where their teams lose time, what creates friction, and what prevents adoption.
• Help solve those problems through workflow redesign, training, enablement, issue triage, and day-to-day operational partnership.
• Act as an extension of your client’s operations team from our side of the table.
• Partner closely with a CSM on a portfolio of accounts, own adoption and enablement work within those accounts.
• This is an associate-level role with a direct path to Client Success Manager.

Qualifications

• 3+ years of experience in an insurance agency, brokerage, or carrier environment across account management, client service, operations, underwriting support, claims, or similar roles.
• Strong working knowledge of how agencies actually run, including submissions, certificates, endorsements, renewals, and the systems that support them.
• Familiarity with platforms such as AMS360, Applied Epic, HawkSoft, Nexsure, or similar agency management systems.
• Demonstrated ability to change how people work, whether by rolling out a new process, improving adoption of a tool, or rebuilding a broken workflow.
• Strong written and verbal communication skills, including comfort working with senior stakeholders.
• Strong judgment and comfort operating in ambiguity without waiting for perfect information.
• A proactive mindset and willingness to identify problems before clients explicitly ask for help.

Requirements

• A P&C license and/or designations such as CISR, CIC, CPCU, or similar (bonus).
• Experience training, teaching, or facilitating enablement in either a formal or informal capacity (bonus).
• Exposure to employee benefits in addition to commercial lines (bonus).
• Experience working in fast-moving startup or high-change environments (bonus).

Benefits

• A direct path to growth into a Client Success Manager role.
• The opportunity to help build the adoption, training, and enablement foundation for a growing client success organization.
• Meaningful ownership and visibility across client outcomes and internal operations.
• Close partnership with experienced client-facing teammates and cross-functional exposure across the company.
• The chance to bring deep insurance knowledge into a modern, AI-first platform built specifically for the industry.

What This Role Isn’t

This is an early-stage company. The pace is fast, priorities shift, and the work is not built around a predictable nine to five rhythm. There is no finished training curriculum waiting for you. You will help build it.

• No one will hand you a fully defined checklist every morning; you will be expected to look at your accounts, identify what needs attention, and move.
• This is not a role for someone who wants tightly defined lanes, a highly scripted playbook, or a steady stream of inbound requests to manage.
• It is a role for someone who finds energy in ownership, problem-solving, and helping clients work better in ways that are often not obvious at first.