[Remote] Service Operations Associate - Phoenix

Note: The job is a remote job and is open to candidates in USA. Embroker is a technology-driven company focused on simplifying commercial insurance for businesses. The Service Operations Associate will manage insurance policy lifecycle cases, ensuring excellent client care and compliance with operational procedures.

Responsibilities

• Conduct policy administration tasks, including processing policy changes, endorsements, renewals, and carrier notices; generating and managing insurance documents; and reviewing premiums, commissions, fees, and related policy information for accuracy
• Respond to clients, partners, carriers, and internal inquiries clearly and professionally via phone, email, or chat
• Manage client support cases efficiently, ensuring all requests are tracked, resolved, and closed promptly
• Coordinate with insurance carriers and underwriters to obtain quotes, documentation, and resolve issues
• Support billing and payment processes, including addressing questions, entering data, and assisting with audits or collections
• Support compliance processes, including audits and surplus lines filing
• Ensure all activities comply with company policies and regulatory standards
• Perform other duties as assigned

Skills

• High school diploma or equivalent required; college degree or relevant insurance coursework is a plus
• Strong written and verbal communication and interpersonal skills
• Excellent organizational and time-management skills
• Ability to work independently and collaboratively as part of a team
• Detail-oriented, proactive, and able to follow established processes
• Prolonged periods of time sitting at a desk and working on a computer
• Ability to work cross-culturally on a global team
• Ability to perform effectively in a remote work environment
• Customer service or administrative experience preferred (including internships, part-time roles, or volunteer work); experience in commercial insurance is a bonus
• Basic knowledge of insurance products and terminology is preferred but not required
• Comfortable using G-Mail, Google Docs & Sheets, or Microsoft Office; experience with Salesforce and Adobe Acrobat is a plus

Benefits

• Medical - 5 plans to choose from including one with an employer funded HSA
• Dental - Employer pays 100% of employee premium
• Vision - Employer pays 100% of employee premium
• Life and AD&D - Employer provided as well as additional voluntary
• Short and Long Term Disability - Employer provided
• Flexible Spending Accounts - Medical and Childcare
• Accident
• Critical Illness
• Employee Assistance Program - Including dependents
• Pet Insurance
• 401(k) with Employer Match
• Unlimited Flexible Time Off (Vacation)
• Sick Time
• 12-Weeks Paid Parental Leave
• Work from Home Office Set-up Stipend
• Paid Subscription for Wellable Wellness
• Stock options

Company Overview