Operations Specialist

JOB DESCRIPTION SUMMARY:

• The Operations Specialist's focus is providing a high level of administrative support by coordinating and producing reports, investigating audit outliers, and recommending corrective actions.

PRIMARY RESPONSIBILITIES:

• Runs standard and ad hoc reports in AMS systems on a scheduled and as needed basis.
• Solves technical support issues for the internal and external users of various Platform tools.
• Manages system access requests, which may include insurance company partner portal administration, access to AMS systems, or other Platform tools.
• Manages download interactions, troubleshoots, and creates related reports.
• Assists with data conversions and migrations between systems.
• Audits data entry and makes changes/modifications as required.
• Assists with special projects

KNOWLEDGE, SKILLS & ABILITIES:

• Must be detail-oriented Must be a hands-on, 'get it done' problem solver
• Must possess strong interpersonal, relationship management and communication skills
• Must be tactful and persuasive
• Advanced knowledge in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with an emphasis in Excel Ability to learn any other appropriate program or software system used by the firm as necessary
• Demonstrates the firm's core values, exuding behavior that is aligned with the firm's culture.

EDUCATION & EXPERIENCE:

• Undergraduate degree in business, accounting, economics, or finance strongly preferred
• 3 years of industry experience

IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

Click here for some insight into our culture!

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

About Us

The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country.

At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible.

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.