Insurance Operations Specialist

Job Description

Job Description

Insurance Operations Specialist

Location : Houston, TX (On-site)

Company : National Lenders General Agency, LLC

Do you thrive in a fast-paced, detail-driven environment? Are you passionate about delivering exceptional service while managing operational processes? Join the growing team at National Lenders General Agency (NLGA) , a leading General Lines P&C Agency and MGA specializing in Collateral Protection Insurance (CPI), F&I products, and risk management solutions. We're expanding rapidly and are looking for an Insurance Operations Specialist to play a key role in client onboarding, reporting, and policy management.

About Us

National Lenders General Agency is headquartered in Houston (Clear Lake area) and operates in over 26 states. We partner with franchise and independent dealerships and finance companies to provide insurance and risk management tools that protect both their business and their customers. We’re passionate about helping our clients succeed—and we’re looking for dedicated professionals who share our mission.

Position Overview

As an Insurance Operations Specialist, you’ll support operational excellence through onboarding new clients, managing program documentation, and processing business reporting. You’ll work cross-functionally with clients, vendors, and internal teams to ensure data accuracy, compliance, and an outstanding client experience.

Key Responsibilities

Assist with new client onboarding and system setup

Program and update policies in internal and third-party software systems

Prepare onboarding packages and conduct client training on claims and reporting

Manage and process client business reporting (bi-monthly), including formatting Excel data for submission

Troubleshoot and resolve processing errors with vendors

Draft, review, and process policy documents, including agreements, renewals, endorsements, and cancellations

Review and approve CPI placement notification letters

Generate monthly premium statements and assist with client collections

Provide claims support, including initiating payments in QuickBooks

Foster strong client relationships and maintain a high level of service

Qualifications

Minimum 2 years of experience in a fast-paced operations or administrative environment

Proficient in Microsoft Excel and Word; QuickBooks experience preferred

Strong attention to detail and ability to manage multiple priorities

Excellent communication and organizational skills

Able to work independently with minimal supervision

Experience in an insurance agency, carrier, or claims environment is a plus

Bilingual (English / Spanish) is a plus

Requirements

High school diploma or equivalent required; college degree preferred

Must be authorized to work in the U.S.

Background check required

Compensation & Schedule

Hourly Rate : Competitive, based on experience

Schedule : Full-time, Monday–Friday (on-site in Houston)

Benefits

Medical, Dental, Vision, Life Insurance

Short and Long-Term Disability

401(k) with company match

Paid Time Off (PTO)

Paid Holidays

Why Join National Lenders General Agency?

At NLGA, we believe in doing things the right way—with integrity, innovation, and accountability. You’ll be part of a team that values transparency, encourages personal growth, and celebrates success. If you're ready to grow your career in a dynamic, mission-driven company, we’d love to hear from you.

Apply Today

If you’re ready to make an impact and grow with us, apply now. Qualified candidates will be contacted for a phone interview. National Lenders General Agency is proud to be an Equal Opportunity Employer and a drug-free workplace.