Operations Technical Support Specialist
Signers National
WorldwideremotePosted 7 days ago
Skill Required
Bus-OperationsInsurance-OperationsTechnical-SupportPolicy-AdministrationOperations-SpecialistOperations-Support-SpecialistSupport-Operations-SpecialistTechnical-Operations-SpecialistTechnical-Support-SpecialistTechnical-Operations-AnalystClient-Support-Operations-SpecialistOperations-Support-AssociateOperational-Support-AnalystTechnical-Support-OperationsSupport-Operations-EngineerTechnical LeadandGoFulltime
Key highlights
- Commercial insurance experience required
- 2 years of commercial insurance experience including policy review and insurance terms
- High-volume, detail-driven environment with defined revenue bands
- Applied EPIC and CSR24 systems experience preferred
- Equal Opportunity Employer with diversity and inclusion commitment
Role overview
Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. Starting in 2008 as a small retail broker focused on nonprofit & human service organizations, Signers has since expanded its portfolio to include commercial real estate and transportation. Signers is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. The Operations Technical Support Specialists will assist with executing foundational operational workflows across the policy lifecycle within Applied EPIC. This role assists in processing new business, renewals, endorsements, audits, cancellations, reinstatements, certificates, carrier document intake, and billing transactions for accounts within defined revenue bands. Working in a high-volume, detail-driven environment, the Operations Technical Support Specialists will ensure data integrity and consistent workflow execution while partnering closely with internal teams under established standards.
Responsibilities
- Maintain accurate policy records, documentation, and activities in Applied EPIC in accordance with OTech standards.
- Process new business, renewals, endorsements, audits, cancellations, and reinstatements for accounts
- Support direct bill and all agency bill types of billing structures as assigned.
- Review carrier-issued policies, invoices, and notices to ensure accurate and timely data entry.
- Issue Certificates of Insurance, Evidence of Property (EOPs), and Auto ID cards using CSR24 and EPIC.
- Follow established documentation standards, naming conventions, and attachment protocols ("EPIC is the file").
- Enter Daily work on a Production Tracker
- Participate in workflow documentation updates and operational enablement initiatives as assigned.
- Meet established quality & production standards, maintaining high levels of data accuracy and documentation integrity.
- Adhere to defined turnaround SLAs for assigned workflows.
- Achieve assigned volume goals for all accounts assigned to work.
- Any other duties that may be assigned by supervisor
Requirements
- Commercial insurance experience is required
- At least 2 years of commercial insurance experience including policy review and insurance terms
- Proficiency in Microsoft Office (Outlook, Excel, Word)
- Strong technical aptitude and ability to learn Applied EPIC and internal workflow systems
- Ability to follow structured processes and maintain high data accuracy
- Comfort working in a high-volume, deadline-driven environment
Nice to have
- Strong attention to detail and commitment to data integrity
- Coachable and receptive to feedback
- Organized and dependable
- Ability to work within defined guidelines and escalate appropriately
- Collaborative, team-oriented mindset
- Strong time management and personal accountability
Additional details
- Performance in this role is measured by accuracy (quality of work), production tracker, adherence to turnaround Service Level Agreements (SLAs), and achievement of volume goals (capacity) within revenue bands.
- The role focuses on learning major tasks for each team and assist each team on a weekly basis with their workload.
- Signers is a proud Equal Opportunity Employer.
- Signers is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment.
- All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate.
- Signers will not tolerate discrimination or harassment based on any of these characteristics.
- We believe that variety in experience makes us stronger as individuals, as communities, and as a company.
- Fostering an environment where all employees feel empowered to bring their authentic self to work is our priority