Service Operations Associate - Phoenix

Embroker is the radically simple destination for industry-tailored commercial insurance. Our mission is to make it radically easier for businesses to get the right coverage at the best price. With a technology-first, customer-centric approach, Embroker is changing how businesses protect themselves, their staff, and their customers. In 2025, Embroker has raised over $150M in funding from leading fintech investors.

This is a fully remote position unless otherwise noted. We welcome applicants from across the U.S., with preference for candidates located in the Midwest, Southeast, Southwest, and Mountain West regions. A full list of preferred states is included at the bottom of this posting.

$40,000 - $67,000 annually (non-exempt; overtime eligible)
This range represents annualized compensation based on a full-time (40 hours/week) schedule. Overtime is paid in accordance with applicable law.

Eligible for an annual performance-based bonus and participation in the company’s equity incentive plan, subject to applicable plan terms.

The initial start date for this hiring group is Monday, February 9, 2026
. New hires are required to complete two weeks of in-person training at a local office. Following training, the role includes ongoing in-office team meetings and periodic in-person training sessions
, at a minimum on a monthly basis.

Candidates must be available to start on February 9, 2026, and attend the full two weeks of in-person training. Applicants who do not meet this requirement will not be considered for this role, but are encouraged to apply for future hiring waves as they become available.

Service Operations Associate is responsible for managing and fulfilling insurance policy lifecycle cases while providing excellent client care. This role will execute all Standard Operating Procedures (SOPs) outlined in Embroker's Operations Manual while supporting various operations teams including Customer Success, Sales, Underwriting, and Compliance. This role requires strong attention to detail, highly accurate data entry skills, a friendly and approachable attitude, and a bias to action for rapidly responding and successfully closing the loop on all open service cases.

• Conduct policy administration tasks, including processing policy changes, endorsements, renewals, and carrier notices; generating and managing insurance documents; and reviewing premiums, commissions, fees, and related policy information for accuracy
• Respond to clients, partners, carriers, and internal inquiries clearly and professionally via phone, email, or chat
• Manage client support cases efficiently, ensuring all requests are tracked, resolved, and closed promptly
• Coordinate with insurance carriers and underwriters to obtain quotes, documentation, and resolve issues
• Support billing and payment processes, including addressing questions, entering data, and assisting with audits or collections
• Support compliance processes, including audits and surplus lines filing
• Ensure all activities comply with company policies and regulatory standards
• Perform other duties as assigned

• High school diploma or equivalent required; college degree or relevant insurance coursework is a plus.
• Customer service or administrative experience preferred (including internships, part-time roles, or volunteer work); experience in commercial insurance is a bonus.
• Strong written and verbal communication and interpersonal skills
• Comfortable using G-Mail, Google Docs & Sheets,or Microsoft Office; experience with Salesforce and Adobe Acrobat is a plus
• Excellent organizational and time-management skills
• Ability to work independently and collaboratively as part of a team
• Detail-oriented, proactive, and able to follow established processes
• Basic knowledge of insurance products and terminology is preferred but not required
• Prolonged periods of time sitting at a desk and working on a computer
• Ability to work cross-culturally on a global team
• Ability to perform effectively in a remote work environment

Arizona, Alabama, Alaska, Arkansas, Delaware,…