[Hiring] Operations Technical Support Specialist @Lamb Insurance Services

Role Description

The Operations Technical Support Specialists will assist with executing foundational operational workflows across the policy lifecycle within Applied EPIC. This role assists in processing:

• New business
• Renewals
• Endorsements
• Audits
• Cancellations
• Reinstatements
• Certificates
• Carrier document intake
• Billing transactions for accounts within defined revenue bands

Working in a high-volume, detail-driven environment, the Operations Technical Support Specialists will ensure:

• Data integrity
• Consistent workflow execution
• Close partnership with internal teams under established standards

Performance in this role is measured by:

• Accuracy (quality of work)
• Production tracker
• Adherence to turnaround Service Level Agreements (SLAs)
• Achievement of volume goals (capacity) within revenue bands

Qualifications

• Commercial insurance experience is required
• Proficiency in Microsoft Office (Outlook, Excel, Word)
• Strong technical aptitude and ability to learn Applied EPIC and internal workflow systems
• Ability to follow structured processes and maintain high data accuracy
• Comfort working in a high-volume, deadline-driven environment

Requirements

• Maintain accurate policy records, documentation, and activities in Applied EPIC in accordance with OTech standards
• Process new business, renewals, endorsements, audits, cancellations, and reinstatements for accounts
• Support direct bill and all agency bill types of billing structures as assigned
• Review carrier-issued policies, invoices, and notices to ensure accurate and timely data entry
• Issue Certificates of Insurance, Evidence of Property (EOPs), and Auto ID cards using CSR24 and EPIC
• Follow established documentation standards, naming conventions, and attachment protocols (“EPIC is the file”)
• Enter Daily work on a Production Tracker
• Participate in workflow documentation updates and operational enablement initiatives as assigned
• Meet established quality & production standards, maintaining high levels of data accuracy and documentation integrity
• Adhere to defined turnaround SLAs for assigned workflows
• Achieve assigned volume goals for all accounts assigned to work

Benefits

• Equal Opportunity Employer
• Commitment to a work environment free of discrimination and harassment
• Fostering an environment where all employees feel empowered to bring their authentic self to work