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Title: Insurance Operations Broker Support Specialist Location: Fully Remote Remote Worker - United States Job Description: Job Type Full-time Description Job Title: Insurance Operations & Broker Support Specialist Department: Insurance Operations Location: Remote Revised: 4-28-26 Job Summary The Insurance Operations & Broker Support Specialist plays a critical role in supporting the agency’s sales and operational functions. This position partners with insurance producers, General Agent (GA) partners, and carrier representatives to deliver accurate quotes, maintain compliance with licensing requirements, and ensure seamless carrier appointment, access, and commission processes. Operating in a hypergrowth environment, this role plays a critical part in executing day-to-day operations while building the processes and standards needed to support rapid and sustainable scale. The ideal candidate is highly organized, proactive, and capable of operating independently to drive outcomes in a fast-paced, evolving environment. Why This Role Matters This role sits at the center of sales enablement and operational execution—ensuring producers have the tools, access, and infrastructure needed to succeed, while building processes that will allow the agency to scale efficiently and compliantly. Job Duties Broker & Proposal Support - Collaborate with insurance producers and General Agent partners to generate accurate insurance quotes, plan comparisons, and client-ready proposals. - Assist in preparing and delivering proposal materials, ensuring alignment with carrier guidelines and client needs. - Support pre-sale and renewal processes by coordinating data collection and submission timelines. Licensing, Access & Compliance Management - Monitor and track agency and producer licensing across multiple states. - Coordinate licensing applications, renewals, and continuing education requirements. - Support producers through licensing exam preparation and scheduling. - Ensure producers have proper system and carrier access, including onboarding to carrier portals, quoting tools, and internal systems. - Maintain accurate licensing and access records while ensuring ongoing compliance with state and carrier requirements. Carrier Relationship & Appointment Management - Establish and maintain relationships with insurance carriers and partners. - Manage carrier appointment processes, including submissions, follow-ups, and approvals. - Coordinate carrier onboarding requirements, including contracting, portal access, and documentation. - Serve as a point of contact for carrier-related operational inquiries. Commission Management & Reporting - Track and maintain carrier commission structures and payment schedules. - Develop and manage commission projections and reporting. - Reconcile commission payments to ensure accuracy and resolve discrepancies with carriers. - Support internal stakeholders with commission-related insights and reporting. Process Development & Operational Governance - Design, document, and implement scalable workflows across licensing, quoting support, carrier management, and commissions. - Establish standard operating procedures (SOPs) and ensure adherence across the agency. - Identify gaps, inefficiencies, and risks; proactively implement solutions to improve accuracy and scalability. - Operate with a high degree of autonomy to build structure, drive accountability, and deliver consistent outcomes. Required Skills - Proficiency in CRM systems and Excel (advanced skills preferred). - Strong ability to work independently, prioritize effectively, and deliver results with minimal oversight. - Strong understanding of insurance products, quoting processes, and carrier structures. - Demonstrated ability to build and implement processes in a startup or evolving environment. - Possess a builder mindset: Creates structure where none exists; thrives in ambiguity. - Ability to manage multiple workflows with precision and accountability. - Takes initiative and drives outcomes without reliance on established processes. - Ability to communicate clearly and professionally across internal teams, partners, and carriers. - Analytical thinker: Interprets commission data and identifies discrepancies. - Builds and maintains strong partnerships with carriers and GA partners. Education and Experience - 3–6+ years of experience in insurance operations, brokerage support, or agency administration preferred. - Experience managing licensing and compliance across multiple states. - Familiarity with commission structures, reconciliation, and reporting. - Experience onboarding users to carrier portals, quoting tools, and internal systems. - Preferred experience with Zywave and Sircon systems. Physical Requirements - Prolonged periods of sitting at a desk and working on a computer. - Must be able to move up to 15 pounds at times. - Must be able to participate in or facilitate video conferences and virtual meetings We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, or any other protected status under applicable law. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this role. Salary Description $40,635.00 - $61,000.00

Role Description The Insurance Operations & Broker Support Specialist plays a critical role in supporting the agency’s sales and operational functions. This position partners with insurance producers, General Agent (GA) partners, and carrier representatives to deliver accurate quotes, maintain compliance with licensing requirements, and ensure seamless carrier appointment, access, and commission processes. Operating in a hypergrowth environment, this role plays a critical part in executing day-to-day operations while building the processes and standards needed to support rapid and sustainable scale. The ideal candidate is highly organized, proactive, and capable of operating independently to drive outcomes in a fast-paced, evolving environment. Qualifications - Proficiency in CRM systems and Excel (advanced skills preferred). - Strong ability to work independently, prioritize effectively, and deliver results with minimal oversight. - Strong understanding of insurance products, quoting processes, and carrier structures. - Demonstrated ability to build and implement processes in a startup or evolving environment. - Possess a builder mindset: Creates structure where none exists; thrives in ambiguity. - Ability to manage multiple workflows with precision and accountability. - Takes initiative and drives outcomes without reliance on established processes. - Ability to communicate clearly and professionally across internal teams, partners, and carriers. - Analytical thinker: Interprets commission data and identifies discrepancies. - Builds and maintains strong partnerships with carriers and GA partners. Requirements - 3–6+ years of experience in insurance operations, brokerage support, or agency administration preferred. - Experience managing licensing and compliance across multiple states. - Familiarity with commission structures, reconciliation, and reporting. - Experience onboarding users to carrier portals, quoting tools, and internal systems. - Preferred experience with Zywave and Sircon systems. Benefits - Prolonged periods of sitting at a desk and working on a computer. - Must be able to move up to 15 pounds at times. - Must be able to participate in or facilitate video conferences and virtual meetings.

• Managing product, pricing, and availability updates across multiple systems • Maintaining accurate product content, descriptions, meeting points, and inclusions • Coordinating new product launches, updates, activations, and removals • Investigating pricing discrepancies and resolving operational issues • Partnering with internal teams to troubleshoot technical and supplier-related challenges • Building strong relationships with Tour Operator partners through regular communication • Maintaining supplier accounts, CRM records, commissions, and contact information • Supporting compliance efforts, insurance tracking, and payment reconciliations • Preparing operational reports and identifying process improvement opportunities • Leveraging AI tools to streamline workflows and automate repetitive operational tasks

• Develop and execute strategic sales plans targeting importers, exporters, manufacturers, and shippers moving freight between North America, Europe, and the India Subcontinent. • Prospect, qualify, and close new business opportunities for FCL, LCL, and project cargo services. • Build long-term relationships with BCOs (Beneficial Cargo Owners), carriers, and strategic partners. • Collaborate with pricing, operations, and procurement teams to develop competitive freight solutions. • Manage a healthy sales pipeline while accurately forecasting revenue and meeting or exceeding sales goals. • Stay informed on carrier capacity, freight rates, and market trends to identify new growth opportunities. • Represent the company professionally at customer meetings, industry events, and networking opportunities.

• Serve as the first point of contact for CFMA members, prospects, and customers via phone, email, and online chat (Connection Café). • Provide accurate and timely information related to CFMA membership, renewals, events, online education, and the CCIFP certification program. • Process membership applications, renewals, event registrations, and payments in CFMA’s association management system. • Uphold high standards of accuracy and completeness across all member data. • Troubleshoot member access issues, such as login problems, course enrollment, and account updates. • Maintain accurate and organized records of member interactions, ensuring follow-up and resolution in a timely manner. • Collaborate with the Marketing, Education, and IT teams to ensure smooth customer experiences across all CFMA programs and platforms. • Identify trends and recurring issues to recommend process improvements and enhance member satisfaction. • Assist with special projects and outreach initiatives to promote engagement and retention. • Assist in onboarding new members and execution of outreach efforts. • Represent CFMA’s values of professionalism, responsiveness, and member focus in every interaction.

Role Description In this unique and rewarding position, the Payroll Specialist supports and oversees payroll operations for assigned clients utilizing a vendor-specific platform. This role is responsible for processing accurate and timely payroll, maintaining payroll data integrity, and executing payroll transactions in alignment with established processes and service expectations. The Payroll Specialist applies payroll expertise to recommend process enhancements, implement best practices, and support continuous improvement efforts. This position serves as a liaison between clients and their payroll technology, executing payroll tasks, system updates, and client requests while delivering a high-quality service experience. Job Duties - Process end-to-end payrolls for multiple clients using the vendor-specific platform. - Audit payroll data for accuracy, including earnings, deductions, and accruals. - Perform payroll balancing to ensure precise and error-free processing. - Manage payroll changes such as new hires, terminations, compensation updates, and earnings/deduction changes within the vendor's system. - Process off-cycle payrolls, bonuses, commissions, and retroactive adjustments. - Support payroll imports, integrations, and timekeeping data reviews within the vendor-specific system. - Partner with clients to collect, validate, and process payroll inputs. - Identify and implement payroll process improvements to enhance efficiency and accuracy. - Research and resolve payroll discrepancies and client payroll inquiries. - Maintain payroll documentation and support creation and updates of SOPs. - Participate in payroll projects, system optimizations, and client onboarding activities as needed. - Collaborate cross-functionally with internal teams to support payroll processing, data accuracy, and timely resolution of payroll-related items. - Other duties as assigned. Qualifications - Hands-on payroll processing experience in the vendor-specific system. - Advanced Microsoft Excel proficiency required, including the ability to audit, manipulate, and reconcile large payroll data sets. - Experience using Excel for payroll balancing, variance analysis, retro calculations, and data validation. - Strong working knowledge of formulas such as VLOOKUP/XLOOKUP, SUMIF(S), COUNTIF(S), IF statements, and pivot tables. - Ability to import/export payroll files and review data feeds using Excel. - Experience managing client-facing payroll communications. - Strong verbal and written communication skills. - Excellent customer service and interpersonal skills. - Strong attention to detail and organizational skills. - Ability to manage multiple payrolls in a deadline-driven environment. - Proven problem-solving skills with the ability to navigate complex payroll scenarios. - Ability to work independently and collaboratively in a fast-paced environment. Requirements - Bachelor’s degree in Human Resources, Business, Finance, or related field — or equivalent experience. - 5+ years of payroll processing experience. - 2-4 years direct experience processing payroll in a vendor-specific system required. - Working knowledge of payroll principles, practices, and procedures. - Benefits and earnings/deduction configuration experience preferred. - Client payroll onboarding or implementation experience a plus. Physical Requirements - Prolonged periods of sitting at a desk and working on a computer. - Must be able to move up to 15 pounds at times. - Must be able to participate in video conferences/meetings.

Role Description The Technology Projects Supervisor is responsible for the operational oversight and frontline leadership of our RPA service delivery and ensuring the successful execution of technical projects from intake through closure. This role ensures high-quality client service delivery by overseeing day-to-day project work, driving team performance, and proactively identifying service gaps or client risks. The Technology Projects Supervisor serves as a key escalation point for client issues, operational challenges, and delivery risks, ensuring a high-quality client experience while driving operational efficiency and continuous improvement. Job Duties - Directly recruit, oversee, coach, and support a team of Intake Specialists (PMs) and RPA Engineers. - Monitor and manage project workload distribution to ensure timely delivery of contracted services while balancing team capacity. - Ensure consistent delivery against SLAs, KPIs and contractual obligations. - Drive accountability and performance management through one-on-ones, progress check-ins, and adherence to KPIs. - Serve as an escalation point for client-related challenges and lead the planning of resolution. - Contribute to process improvement, automation efforts, and SOP development for the team. - Contribute strategic initiatives to improve service delivery, automate repetitive tasks, and enhance client engagement. - Support hiring, onboarding, and development of team members to ensure strong technical and client-facing capabilities. - Build strong client relationships through proactive communication and issue resolution. - Provide insight into team capacity, project forecasting, and resource planning. - Partner with Sales to provide pre-sales support, review ASA scope and ensure projects are priced accurately to maintain project profit-margin. - Foster a team culture of collaboration, accountability, ownership and continuous improvement. - Other duties as assigned. Qualifications - Three (3) + years of experience in an operations, implementation, or client-facing services role. - Proven experience leading project-based teams or managing multiple priorities in a fast-paced, client-facing environment. - Familiarity with project management, process improvement, and the agile methodology. - Experience with resource planning, capacity management, and project forecasting. - Strong communication and problem-solving skills, with the ability to manage escalations calmly and professionally. - Ability to manage competing priorities, coach team members, and enforce standards that ensure client experience consistency. - Excellent written and oral communication skills. - Ability to deliver clear and effective presentations. - Ability to appropriately handle sensitive and confidential information. Requirements - A bachelor's degree and/or a minimum of three (3) years of related experience preferred. - A minimum of one (1) year of supervisory experience in a fast-paced and/or technical environment preferred. - Demonstrated process improvement, design, and application is preferred. Physical Requirements - Prolonged periods of sitting at a desk and working on a computer. - Must be able to move up to 15 pounds at times. - Must be able to participate in video conferences/meetings. Company Description

• Director, Collaboratives & Initiatives, ViaNova will manage a portfolio of approximately 5 to 7 client projects supporting donor collaboratives and complex grantmaking initiatives • Serve as the strategic lead or project manager on a portfolio of 5 to 7 client projects, managing the workplan, conducting research and analysis, leading meeting preparation, and ultimately ensuring the team delivers work products, client meetings, and presentations that meet or exceed client expectations • Ensure that deliverables and presentations are high-quality, clear, and actionable for the client and maintain consistent communication throughout each engagement, managing expectations, surfacing tensions early, and continuously orienting the team toward advancing the client’s impact goals • Develop, manage, and grow relationships with clients, funder networks, grantees, and field leaders • Lead by example in creating an inclusive team dynamic where everyone’s voice is valued, delegate effectively to project team members, and provide support and training to help team members develop their skills and talent • Partner with senior leaders to qualify leads and pitch new opportunities with prospective collaborative and initiative clients • Partner with the Collaboratives & Initiatives Practice Leads to shape the direction and strategy of the practice, lead training and learning activities throughout the year, and actively learn from and support colleagues on relevant engagements across the practice.

Description Job Title: Benefits Coordinator Department: Managed Benefits Location: Remote Job Summary The Benefits Coordinator aids with and facilitates all things benefits for our clients. You’ll apply your already established skillset and knowledge to recommend enhancements to clients’ current practices, implement best practices, and provide clients and employees with a top-notch service experience. You’ll be partnering with clients and brokers, and working inside carrier sites, benefit administration systems, and payroll systems to administer all health insurance changes. This role is client-facing and requires excellent communication, attention to detail, and follow up. Job Duties - Develop and maintain relationships and communications with internal partners, clients, vendors, and our client's employees. - Facilitate our clients’ employee onboarding, offboarding, new hire enrollments, terminations, and qualifying life event changes. - Assist with open enrollment. - Examine existing client systems, interface specifications, and operational needs to consult our clients in the practical system design and/or system configuration of our client’s needs. - Conduct benefit audits. - Perform necessary clerical functions. - Implement solutions that positively impact the entire client organization. - Assist or prepare client and employee correspondence as requested. - Other duties as assigned. Required Skills - Proven verbal and written communications skills. - Interpersonal and customer service skills. - Must be adaptable to change in a growing organization. - Must have exceptional organizational skills and attention to detail. - Experience working with multiple benefits/payroll platforms. - Accustomed to working with clients, brokers, carriers, and third-party vendors. - Excellent time management skills with a proven ability to meet deadlines. - Ability to function well in a fast-paced and at times stressful environment. - Proficient with Zoom platform, Microsoft Office Suite or related software. Education and Experience - Bachelor’s degree in human resources or related field and/or equivalent experience. (Consider Associate degree or higher) - Three (3) plus years payroll and benefits experience required. - Employee onboarding and offboarding experience preferred. - Experience with online project boards preferred (Smartsheet). Physical Requirements - Prolonged periods of sitting at a desk and working on a computer. - Must be able to move up to 15 pounds at times. - Must be able to participate in video conferences/meetings.

Description Job Title: Leave of Absence Case Manager Department: Leave of Absence Reports to: Leave of Absence Supervisor Location: Remote Revised: 12/12/2025 Job Summary The Leave of Absence Case Manager oversees and administers employee leave requests and accommodations requiring specialized attention for our clients’ employees. You’ll apply your already established skillset and knowledge to administer leave requests arising under FMLA, ADA, state/local laws, Company policies and short- and long-term disability plans. You’ll also work in partnership with our clients following all SOPs while providing them and their employees with top-notch service experience. You’ll be working with various systems to administer employee leave situations. This position works in tandem with internal colleagues across various groups. The role may also require working with 3rd party providers as needed to support our clients and their employees. Job Duties - End-to-end (from initial request/notice to return-to-work) administration of the leave process including documentation, determining eligibility and accounting for intermittent and reduced-schedule leave. - Develop and maintain relationships and communications with internal partners, clients, client?employees and 3rd parties as required. - Communicate with employees regarding their needs and available solutions. - Ensure that employees are aware of their responsibilities and of documentation and notice requirements required in the process of qualifying for and taking leave. - Advise on the interaction of leave laws with paid-time-off and short-term and long-term disability benefits. - Facilitate and coordinate all aspects of the leave (all leave types, ADA, etc.) management process for our clients and their employees. - Maintain complete and accurate records of leave and accommodation requests in accordance with specified legal requirements and best practices. - Maintain knowledge of all applicable leave and accommodation laws including FMLA, ADA, and state/local laws. - Ensure that leave and accommodation request records are complete and accurately maintained, which includes adhering to, creating and updating SOPs. - Timely update Monday.com LOA Board for each client and maintain communications/updates for a real-time leave database. - Maintain SLAs with response times to employees and clients. - Coordinate with payroll and benefits teams to provide applicable leave information and tracking. - Preserve confidentiality of employee medical documentation and files under HIPAA regulations. - Communicate with internal staff, where appropriate, for escalations or assistance with complex situations. - Assist or prepare client and employee correspondence. - Perform other related duties as assigned. Required Skills - Federal and State LOA, STD, and ADA knowledge. - Required state knowledge of three or more of the following state leaves: CA, NY, NJ, MA, OR, MN, RI, CO, DC, & WA. - Experience in high-volume leave case management environment supporting multiple leaves and states at the same time preferred. - Accustomed to working with clients, brokers, and third-party vendors.? - Excellent?verbal and written communication skills.? - Excellent?interpersonal, problem-solving, organizational, and customer service skills.? - Must be detail driven; attention to detail is a must! - Must be adaptable to change in a growing organization.? - Excellent time management skills with a proven ability to meet deadlines.? - Ability to function well in a fast-paced and at times stressful environment.? - Proficient with Microsoft Office Suite and other relevant software.? - Experience working in a document signature system. Education and Experience - Bachelor’s degree in human resources or related field and/or equivalent experience, - Three (3) plus years’ Leave Management experience required. - Experience working with multiple benefits/payroll platforms preferred. - Preferred, completion of specialized training on FMLA/Leave administration is a plus. Physical Requirements - Prolonged periods of sitting at a desk and working on a computer. - Must be able to move up to 15 pounds at times. - Must be able to participate in video conferences/meetings.