Puzzle 🧩🚀 logo
Puzzle 🧩🚀

Real-time accounting software that puts founders in control, designed to help startups succeed.

Insurance Operations – Broker Support Specialist

Customer SupportCustomer SupportFull TimeRemoteSeniorTeam 11-50H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

25 days ago

Salary

$51.3K - $61K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

Insurance Operations – Broker Support Specialist

Puzzle 🧩🚀

• Partner with producers and GA partners to support insurance quotes, plan comparisons, and client-ready proposals. • Manage multi-state licensing, including applications, renewals, and ongoing compliance tracking. • Ensure producers are appropriately onboarded and enabled with required carrier appointments, system access, and operational tools. • Coordinate and manage carrier appointments and onboarding, maintaining strong and professional relationships. • Track, project, and reconcile commissions and payment schedules; research and resolve discrepancies as needed. • Develop, document, and implement standard operating procedures (SOPs) and scalable workflows. • Identify operational gaps and recommend or implement process improvements to enhance efficiency, accuracy, and growth.

Job Requirements

  • 3–6+ years of experience in insurance operations, brokerage support, or agency administration.
  • Proven experience supporting carrier relationships, licensing, and commission processes.
  • Demonstrated ability to work independently and build structure in a fast-paced or growth-oriented environment.
  • Strong organizational skills and attention to detail.
  • Proficiency with CRM systems, Microsoft Excel, and industry platforms such as Sircon, Employee Navigator, and Zywave.
  • Strong communication skills and a high level of professionalism when working with internal and external partners.
  • Ownership mindset—takes initiative, follows through, and drives work to completion.

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