Agency Operations Coordinator

**Role Overview** Insurability is seeking a highly organized and execution\-focused Agency Operations Coordinator to support and coordinate day\-to\-day agency operations. This is a hands\-on, entry\-level operations support role responsible for helping keep the agency organized across client servicing, intake, quoting support, billing support, internal workflows, and remote team coordination. The position plays an important role in keeping tasks moving, maintaining follow\-up, and supporting the structure of a growing insurance agency. This is not a passive administrative role. The ideal candidate is proactive, detail\-oriented, dependable, and capable of maintaining organization in a fast\-paced environment. **Key Responsibilities** **1\. Operational Coordination \& Workflow Control** * Coordinate and track daily agency operations across servicing, intake, billing, quoting support, and administrative workflows. * Ensure tasks are completed accurately and on time across internal team members and systems. * Maintain visibility on open items, follow\-ups, pending actions, and incomplete tasks. **2\. Client Servicing \& Policy Support** * Process endorsements, policy updates, and client requests. * Assist with billing inquiries, payment processing, payment follow\-up, and account updates. * Maintain accurate and organized policy records within the agency management system. **3\. Intake \& Quoting Support** * Collect and verify required information for new business submissions. * Prepare complete and accurate submission packages for quoting. * Follow up with clients, carriers, MGAs, and internal team members to ensure timely processing. **4\. Process Support \& SOP Assistance** * Assist in documenting workflows, checklists, and standard operating procedures. * Identify inefficiencies and communicate process gaps. * Support the organization and structure of internal systems and files. **5\. Team Coordination / Remote Support Staff** * Help assign, organize, and track tasks for remote team members as directed. * Follow up on task completion and escalate issues as needed. * Help maintain accountability and workflow consistency across the team. **6\. Office Presence \& Administrative Support** * Serve as the onsite point of contact for daily agency operations. * Manage communication flow including calls, emails, scheduling, and follow\-ups. * Support general office organization and administrative needs. **Systems \& Training** This role requires use of the agency management system for client servicing, workflow tracking, policy records, and daily agency operations. AMS training will be required, and successful completion/pass of required training must be completed before beginning live work in the system. **Qualifications** * 5\+ years of experience in insurance, office operations, or administrative coordination. * Strong understanding of insurance policy servicing and client support. * Highly organized with strong attention to deta