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.

Role Description We are expanding our remote team and seeking friendly, service-driven individuals who enjoy building relationships and helping others. As a Travel Customer Relations Advisor, you'll serve as a trusted resource for clients by assisting with travel planning, coordinating important trip details, and providing exceptional support throughout the travel experience. This role is ideal for individuals who enjoy communication, problem-solving, and creating positive customer interactions while working in a flexible remote environment. - Connect with clients to understand their travel interests, preferences, and vacation objectives - Assist travelers in exploring destinations, accommodations, cruises, tours, and travel experiences - Provide customized recommendations that align with client needs, expectations, and budgets - Support the coordination of reservations, itineraries, and travel arrangements - Share travel confirmations, schedules, documentation, and trip-related updates - Assist with itinerary modifications, special requests, and travel-related concerns - Review travel plans and booking information to help ensure accuracy and completeness - Monitor active travel arrangements and assist with final preparations before departure - Maintain detailed records of client interactions, preferences, and trip information - Utilize company resources, supplier partnerships, and training materials to support travelers - Participate in ongoing education, destination training, and professional development opportunities Qualifications - Strong written and verbal communication skills - Excellent customer service and relationship-building abilities - Strong organizational skills and attention to detail - Ability to manage multiple client interactions efficiently - Comfortable using web-based systems, online platforms, and communication tools - Professional, dependable, and customer-focused approach - Strong problem-solving and critical-thinking abilities - Self-motivated with the ability to work independently - Reliable internet connection and basic computer proficiency - Must be at least 18 years of age - Must be legally authorized to work and reside in the United States, United Kingdom, Mexico, Australia, Spain, or other approved regions Benefits - Fully remote work opportunity - Flexible scheduling options - Comprehensive onboarding and training program - Ongoing mentorship and team support - Professional growth and advancement opportunities - Performance-based recognition and incentive programs - Travel-related discounts and exclusive industry benefits - Positive and collaborative virtual work culture - Access to continuing education and development resources Who Excels in This Role? - Enjoy helping people plan rewarding travel experiences - Build lasting relationships through professional communication - Thrive in organized and service-oriented environments - Adapt well to changing priorities and traveler requests - Take ownership of responsibilities and consistently follow through - Have an interest in travel, tourism, hospitality, customer relations, client support, or remote professional opportunities

Role Description Do you enjoy helping people find solutions, coordinating details, and creating positive customer experiences? We are growing our remote team and seeking motivated individuals to join us as Travel Customer Solutions Specialists. In this position, you'll assist travelers with planning and coordinating their vacations, provide personalized guidance, and help ensure every stage of the travel experience is handled smoothly. This opportunity is ideal for individuals who are service-driven, detail-oriented, and excited to support clients while working from a flexible remote environment. - Consult with travelers to understand their vacation objectives, interests, and travel preferences - Explore destination options, resorts, cruises, tours, transportation, and unique travel experiences - Recommend travel solutions tailored to individual needs, expectations, and budgets - Assist with coordinating reservations, travel arrangements, and itinerary planning - Communicate important trip information, confirmations, schedules, and travel updates - Provide support for itinerary changes, special accommodations, and travel-related requests - Review bookings and travel documentation to help maintain accuracy - Track active travel plans and assist with completing outstanding travel details - Maintain organized client profiles, trip records, and communication history within company systems - Utilize company resources and supplier partnerships to support client travel needs - Participate in educational programs, team meetings, and ongoing professional development Qualifications - Strong written and verbal communication skills - Excellent customer care and relationship-management abilities - Exceptional organizational skills with attention to detail - Ability to manage multiple priorities in a fast-paced environment - Comfortable using online platforms, booking systems, and digital communication tools - Resourceful problem-solver with a professional attitude - Self-motivated and capable of working independently - Reliable internet access and basic computer proficiency - Must be at least 18 years of age - Must be legally authorized to work and reside in the United States, United Kingdom, Mexico, Australia, Spain, or other approved regions Benefits - Fully remote work opportunity - Flexible scheduling options - Comprehensive onboarding and training program - Ongoing coaching, mentorship, and team support - Advancement opportunities for high-performing team members - Performance-based incentives and recognition programs - Travel-related discounts and exclusive industry perks - Supportive and collaborative virtual workplace - Access to continuing education and skill-building resources

• Using excellent communication and multitasking skills, responds timely to customer inquiries and process requests • Research customer issues and find workable solutions • Provide response to inquiries including scheduling appointments, referral inquiries • Assist with insurance questions, medication requests or general information requests • Identify and understand customer needs; quickly gain customer trust and confidence • Have fun learning new products and projects!