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Operations Coordinator

Operations Coordinator

Relation Insurance ServicesGreensboro, NC, US
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Operations Analyst

The Operations Analyst plays a vital role in optimizing the operational efficiency and effectiveness for their assigned Region. The Operations Analyst works closely with the Regional Operational Leaders team to identify opportunities for process improvement, streamline workflows, and enhance overall productivity. The person in this position will act as a change champion, quickly adapting to changing circumstances and helping implement and support change amongst the Sales and Service departments.

A Glimpse Into Your Day

  • Identifies inefficiencies and bottlenecks in current processes, recommends and implements solutions to streamline workflows and enhance overall operational efficiencies.
  • Maintains open and effective communication with team members to ensure operational changes are effectively implemented and consistent within both the assigned Region, as well as companywide.
  • Quickly learns new technology initiatives offered by Relation and helps train team members to incorporate and effectively utilize these initiatives.
  • Addresses customer complaints in a timely manner and focuses on improving the overall customer experience.
  • Monitors expenses and revenue to ensure financial targets are met for assigned offices. Updates vendor invoices and other documents from former agency / former owner names / information to Relation Select, including appropriate addresses and tax ID.
  • Generates regular reports and dashboards that provide insights into operational performance and key metrics, enabling informed decision-making by Regional Leadership.
  • Efficiently manages resources, including equipment and facilities. Works with the Procurement team to ensure allocated resources effectively meet operational demands.
  • Stays up to date and informed about industry trends and best practices. Ensures all operational processes and procedures adhere to industry regulations, compliance standards, and best practices.
  • Performs other projects, duties, and tasks, as assigned.

What Success Looks Like In This Role

  • A Property and Casualty License in the state of domicile is required and must be maintained.
  • Minimum of 10 years' experience in the insurance industry with a focus on Commercial and Personal Lines of coverage.
  • Excellent communication and interpersonal abilities for effective collaboration and to handle sensitive and confidential situations.
  • Strong technical ability. Must be computer literate with the ability to learn new software applications.
  • Excellent mathematical and analytical skills.
  • Self-directed and organized with strong attention to detail, follow-through, critical thinking, and innovative problem-solving skills.
  • BA in related field preferred; or equivalent of education and experience.
  • CPCU, CISR, CIC, AIS and / or AFIS, a plus.
  • Knowledge of Agency Management Systems (ex : AMS, Agency Zoom).
  • Why Choose Relation?

  • Competitive pay.
  • A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
  • Paid training and continuing education to obtain / maintain your insurance license.
  • Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

    The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.

    You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

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    Operation Coordinator • Greensboro, NC, US

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