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Insurance Operations Specialist

Job in Houston, Harris County, Texas, 77246, USA
Listing for: NightOwl Consulting
Full Time position
Listed on 2026-10-09
Job specializations:
  • Insurance
Salary/Wage Range or Industry Benchmark: 52000 - 78000 USD Yearly USD 52000.00 78000.00 YEAR
Job Description & How to Apply Below

We are seeking a detail-oriented Insurance Operations Specialist to support our Personal Lines, Commercial Lines, and Account Management teams. This is a non-customer-facing role focused on policy servicing, processing, documentation, and back-office insurance operations. The ideal candidate is organized, process-driven, and comfortable working across multiple insurance workflows while supporting internal stakeholders such as Account Managers, Loan Officers, and Operations.

Key Responsibilities
  • Policy Servicing & CSR Support (Non-Customer Facing)
  • Process mortgagee clause updates
  • Add or remove scheduled coverage
  • Follow up on policy discounts
  • Make policy edits and corrections (e.g., personal contact information)
  • Update billing information, including payment plan changes
  • Process policy cancellations
  • Review and identify policy changes and assigned tasks (e.g., EZL tasks)
  • Add or remove drivers and vehicles
  • Update VINs and correct policy details
  • Add or update loss payee information
  • Account Manager Support
  • Process new insurance requests from Loan Officers
  • Quote new business as requested
  • Assist with policy closing tasks, including:
    Sending applications for signature
  • Auditing accounts for proper signatures and trailing documents
  • Completing endorsement checklists and obtaining required signatures
  • Collecting auto payment information
  • Binding auto, home, and umbrella policies and sending post-bind documentation to insureds
  • Submitting required documents to Loan Officers or Processors for loan closings
  • Administrative & Operations Support
  • Track and monitor insurance licenses
  • Assist with accounting, bank reconciliation, and billing tasks
  • Track and reconcile commissions
  • Commercial Lines Support (Non-Customer Facing)
  • Complete Certificates of Insurance (COIs)
  • Order loss runs
  • Perform policy checking and audits
  • Complete ACORD forms and supplemental applications
  • Update billing information and payment plans
  • Process cancellations
  • Quote new commercial business
  • Audit accounts for proper signatures and documentation
  • Follow up on trailing documents
  • Perform IVANS download reconciliation
Skills, Knowledge and Expertise
  • Previous experience in insurance operations, policy processing, or account support
  • Familiarity with personal and/or commercial lines insurance
  • Strong attention to detail and ability to follow established workflows
  • Comfortable handling documentation, audits, and data accuracy tasks
  • Ability to manage multiple tasks and prioritize effectively
  • Experience working with agency management systems is a plus (e.g., EZL or similar)
  • Reliable, organized, and able to work independently with minimal supervision
Benefits
  • Above market salary
  • HMO on Day 1 for principal and two dependents
  • Government-mandated benefits
  • Performance-based Incentives Quarterly
  • Company Events
  • In-depth training for career growth
  • Great Company Culture and HR experience
  • 1,000 PHP De Minimis Equipment and software provided
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