
Operations Analyst
4 weeks ago
Prepare and process insurance binders, contracts, endorsements, and related documents. Draft, type, and proofread correspondence, ensuring accuracy in spelling and grammar.
- Process insurance contract invoices and assist with ongoing invoice and expense processing.
- Manage the CEO’s calendar, coordinating meetings with clients, internal teams, and external partners.
- Arrange travel logistics for the CEO, including air transportation, hotel accommodations, and rental cars.
- Coordinate events, including scheduling meeting rooms and ensuring all logístical arrangements are made.
- Provide exceptional administrative support to underwriters, preparing quotes, policies, binders, and other key documents as needed.
- Actively participate in resolving technical queries from brokers and internal departments promptly.
- Oversee data capture in internal underwriting systems and loss modeling tools. Enter data into spreadsheets and databases, ensuring accuracy and proper documentation.
- Produce ad-hoc internal and external reports, utilizing analytical skills to provide valuable insights for decision-making.
- Assist with managing the invoicing and payment process, tracking progress, and ensuring timely receipt. Process travel reimbursements, invoice payments, and other expenses.
- Track and reconcile expenses, ensuring compliance with budgets and internal policies.
- Manage account clearance and KYC processes, ensuring compliance with regulatory requirements and internal standards.
- Ensure strict adherence to internal process documentation, mitigating risks and promoting best practices in operations.
- Lead assigned projects and change management initiatives, demonstrating a proactive approach in driving successful outcomes.
- Collaborate with teams to ensure smooth execution of process improvements and operational projects.
- Scan and file administrative documents, such as insurance policies, licenses, audit documentation, and other critical records.
- Maintain accurate and up-to-date records, ensuring compliance with company standards and regulatory requirements.
- Participate in meetings with the CEO and other key stakeholders, preparing meeting notes and action items.
- Coordinate administrative activities as needed, ensuring all tasks are completed in a timely and organized manner.
- Act as the go-to person for office management and procurement, including overseeing office supplies, managing inventory, coordinating office equipment maintenance, and liaising with vendors for necessary purchases.
- Ensure timely ordering of office materials and maintain relationships with suppliers to ensure cost-effective procurement solutions.
- Embrace additional ad-hoc duties and special projects as assigned, demonstrating flexibility and a willingness to contribute to the team’s success.
- Work independently and as part of a team to meet organizational goals
**Requirements**:
- Minimum of 3 years of experience in a hybrid role combining operations analysis and administrative assistance, preferably in the insurance or financial services industry.
- Bachelor’s degree in Business Administration, Operations Management, or a related field.
- Strong analytical skills with the ability to interpret data and generate actionable insights.
- Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and other relevant tools (e.g., CRM systems, project management software).
- Excellent organizational and time management skills, with the ability to prioritize and handle multiple tasks effectively.
- Attention to detail and the ability to work under pressure while maintaining accuracy.
- Strong written and verbal communication skills in English.
- Ability to maintain confidentiality and handle sensitive information with professionalism and discretion.
- Comfortable working in a hybrid environment, balancing both remote and in-office work as required.
- Knowledge of insurance operations and industry-specific software is a plus.
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