Insurance Support Specialist Job Beavercreek area,Ohio USA,Administrative/Clerical

CoverPoint Insurance Solutions is Hiring an Insurance Operations Support Specialist.

The Insurance Operations Support Specialist provides administrative, data entry, and transactional support to the insurance operations team. This role focuses on executing defined workflows, maintaining accurate records, and supporting licensed service and sales staff by handling routine back-office tasks under established procedures.

Responsibilities

Policy and System Support (70%)

Enter and update insurance policy, account, and transaction data accurately in agency management and carrier systems.
Process daily downloads and complete assigned system maintenance tasks following documented procedures.
Upload and organize applications, endorsements, billing documents, renewal materials, and other policy-related records.
Verify records for completeness and accuracy using established checklists and elevate discrepancies for review.
Enter claim information and update payment records based on carrier documentation or supervisor instructions.
Prepare renewal records and route renewal documentation to licensed staff for review and follow‑up.
Perform basic data reconciliation and report discrepancies to operations leadership.
Ensure proper policies, procedures, risk mitigation activities, and operating controls are followed. Report gaps in policies, procedures, and operating controls to leadership to mitigate member impact and risk.

Carrier Portal Support (15%)

Access insurance carrier websites to retrieve policy documents, endorsements, billing statements, and claim status information as directed.
Download and upload carrier forms and documentation into internal systems.
Escalate questions, exceptions, or inconsistencies to licensed staff or management.

Team and Operational Support (15%)

Provide backup administrative support to other team members as needed.
Complete assigned tasks accurately and within established time frames.
Follow documented workflows and internal controls to support consistency and compliance.
Communicate clearly with internal team members regarding task status, questions, or delays.
Demonstrate a willingness to learn, ask questions, and follow guidance.

Required Skills

Must have a high school diploma or equivalent or ten (10) years equivalent work experience.
Prior experience in an administrative, clerical, or office support role preferred.
Familiarity with property and casualty insurance terminology is helpful but not required and can be learned on the job.
Ability to perform high-volume, detail-oriented data entry with accuracy.
Strong organizational skills and ability to manage multiple routine tasks.
Comfort working within defined processes and escalating issues appropriately.
Professional written and verbal communication skills for internal coordination.
Proficiency in Microsoft Office applications, including Word, Excel, and Teams.
Ability to navigate web-based systems and internal agency platforms with training.

Required Experience

Must have a high school diploma or equivalent or ten (10) years equivalent work experience.
Prior experience in an administrative, clerical, or office support role preferred.
Familiarity with property and casualty insurance terminology is helpful but not required and can be learned on the job.
Ability to perform high-volume, detail-oriented data entry with accuracy.
Strong organizational skills and ability to manage multiple routine tasks.
Comfort working within defined processes and escalating issues appropriately.
Professional written and verbal communication skills for internal coordination.
Proficiency in Microsoft Office applications, including Word, Excel, and Teams.
Ability to navigate web-based systems and internal agency platforms with training.

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