The Operations Specialist will play a crucial role in ensuring the smooth and efficient operation of the insurance agency as we execute on our growth strategy. This position involves managing & enhancing key agency platforms, managing various administrative and technical tasks, providing support to both internal teams and clients, and ensuring compliance with industry regulations. The ideal candidate will have excellent organizational skills, attention to detail, and the ability to handle multiple tasks efficiently.

Key Responsibilities

• Manage Core Agency Systems: Serve as a functional business owner for core agency technology/systems including but not limited to Agency Management System, Salesforce CRM and data/reporting platforms. Work collaboratively with internal & external partners in the continuing development, maintenance and enhancement of technology/system related platforms and functionality. 

• Reporting and Analysis: Analyze agency data and prepare comprehensive reports to support decision-making and strategic planning. 

• Maintain Carrier Appointments: Ensure all carrier appointments are up-to-date and address any administrative issues with insurance carriers.

• Oversee Staff Licensing and Requirements.

• Monitor and ensure compliance with licensing requirements for all agency staff including state specific requests, audit, etc.

• Other duties as assigned: Lead, participate in and/or support other requests as directed

Qualifications:

• Education: Bachelor’s degree in Business Administration, Finance, or a related field is preferred. 

• Experience: Minimum of 2 years of experience in insurance administration or a related field. 

Skills: 

• Excellent verbal and written communication skills.

• Strong organizational and time management abilities.

• Proficiency in using insurance software and CRM platforms (e.g. AMS360, Salesforce)

• Attention to detail and problem-solving skills.

• Ability to work independently and as part of a team.

• Ability to learn new technologies and skills

Integrated Services delivers transaction services designed to support the full real estate lifecycle – title and escrow, mortgage, insurance, and home warranty – to deliver a seamless, compliant transaction from contract to close. It combines national strength with local precision, leveraging deep local expertise while being backed by the scale and resources of Compass International Holdings, enabling streamlined, transparent, and efficient support for homebuyers and sellers.Integrated Services operates across all 50 states and is supported by about 3,000 experts across the country. Integrated Services is a subsidiary of Compass International Holdings.

Compass International Holdings is a global real estate services company empowering real estate professionals with everything they need to realize their entrepreneurial potential. With a presence in every major U.S. city and approximately 120 countries and territories, Compass International Holdings serves millions of buyers and sellers through a portfolio of some of the most recognized and iconic brands: @properties, Better Homes and Gardens® Real Estate, CENTURY 21®, Christie's International Real Estate, Coldwell Banker®, Compass, Corcoran®, ERA®, and Sotheby's International Realty®. In addition to brokerage services, Compass International Holdings offers integrated services, such as mortgage, title, insurance, escrow, and relocation.  

• NYSE: COMP
• 340,000 Real Estate Professionals
• 2,000+ independently owned and operated brokerages
• 120 countries and territories