Job Overview

Our client is looking for a dedicated Insurance Operations Assistant to serve as the operational backbone of a dynamic, growing insurance brokerage. This role is a unique hybrid of high-touch customer service and technical system administration. You will ensure every client receives exceptional post-sale care while simultaneously configuring the agency's core management systems. Working directly with the founder, you will have the opportunity to shape workflows from the ground up and play a pivotal role in scaling a modern insurance business.

Client Overview

A promising, California-based insurance brokerage focused on high-growth and process efficiency. They leverage a modern tech stack—including HawkSoft and IVANS—to streamline carrier integrations and client management. The agency values self-sufficiency, professional communication, and a proactive approach to process documentation.

Schedule

• Monday - Friday, 8:00 AM - 5:00 PM PST, with 1 hour unpaid break (40 work hours per week)

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations

Responsibilities

• Post-Sale Success: Follow up with customers after policy issuance to ensure all required signatures, paperwork, and documentation are 100% complete.
• Quoting & Research: Generate accurate insurance quotes for prospects and existing clients across multiple insurance carriers.
• AMS Administration: Configure and optimize the HawkSoft Agency Management System workflows to improve team efficiency.
• Carrier Integration: Manage account setups and automated communications through the IVANS platform.
• Client Correspondence: Handle professional inquiries via text and email, ensuring timely and helpful responses to policyholders.
• Process Documentation: Support the agency’s growth phase by creating clear documentation for new systems and administrative workflows.
• Data Integrity: Maintain meticulous records of all customer interactions and system improvements within the CRM.

Requirements

• Proven experience working within the US Insurance market.
• Solid understanding of insurance quoting processes and various carrier portals.
• Hands-on experience with HawkSoft AMS or EZLynx.
• Exceptional written communication skills with a focus on professional customer service.
• Ability to work independently and follow complex procedures with high attention to detail.
• High level of comfort with technology and system configurations.

Qualifications

• Familiarity with the IVANS platform or similar carrier integration tools (Highly Regarded).
• Experience using Agency Revolution or similar insurance-specific CRMs (Preferred).
• Previous experience in a "founding team" or early-stage agency environment (Preferred).
• Strong organizational skills and the ability to manage multiple carrier requirements simultaneously.

Why Join This Team?

• Work directly with an experienced founder who values your contributions and growth
• Shape processes and systems from the ground up in a new, growing agency
• Gain comprehensive insurance industry experience across multiple functions
• Enjoy the flexibility and benefits of remote work with clear performance milestones
• Modern technology stack with integrated systems for efficient workflow

Side Note

This is a permanent work-from-home role under an Independent Contractor arrangement. Candidates must have their own computer and reliable internet connection, and are responsible for their own taxes and benefits. Professional hourly fees are established based on your performance in the application process.

Reminder

Please follow the provided link to BruntWork’s Career Site to finish your initial application requirements, including the assessment questions, technical check, and voice recording. Submissions with all requirements fulfilled will receive priority review.