Operations Specialist

Posted 2026-05-06
Remote, USA Full-time Immediate Start

Next Insurance is a technology-led provider of small business insurance, dedicated to helping entrepreneurs thrive. They are seeking an Operations Specialist to provide operational support, manage client accounts, and ensure a high-quality customer experience.


Responsibilities

  • Set up new Workers’ Compensation and Disability policies
  • Utilize multiple computer software applications in conjunction with carrier and bureau web-sites, along with internal systems (e.g., Epic, Zendesk, Agency Dashboard, Salesforce, Docusign, and reports)
  • Place outbound calls and assist with/receive inbound calls for customer support
  • Maintain accurate recording of all internal and external communication (customers/insured’s, insurance partners, payroll partners, etc.)
  • Provide phenomenal customer service while assisting with policy, payroll, and billing management
  • Timely and accurately address assigned tickets in ZenDesk for customer support
  • Provide necessary documentation to state and federal insurance agencies as well as our insurance partners
  • Perform data input, maintain strong prioritization and organizational skills, and professional communications
  • Maintain strong problem resolution techniques and recommend changes to staff and management
  • Stay abreast of all changes pertaining to various product offerings, regulatory changes, policy changes, and insurance industry developments
  • Other duties as assigned

Skills

  • 1+ years of experience working in a customer service environment
  • Excellent verbal, written and interpersonal communication skills
  • Detail-oriented and high level of accuracy
  • Aware of deadlines and dedication to meet them for our clients/partners
  • Must be self-motivator and self-starter
  • Good communicator in a close team environment
  • Positive 'can-do' attitude and a desire to contribute to a growing, energetic work environment
  • Strong organizational skills and ability to prioritize workflow
  • Willingness to transition from task to task along with taking on last-minute projects
  • Experience working in the insurance industry – it's viewed as a huge plus

Benefits

  • Partially subsidized medical plan
  • Fully subsidized vision/dental options
  • Life insurance
  • Disability insurance
  • 401(k)
  • Flexible paid time off
  • Parental leave

Company Overview

  • Next Insurance is a financial service firm that offers insurance coverage to entrepreneurs and small businesses. It was founded in 2016, and is headquartered in Palo Alto, California, USA, with a workforce of 501-1000 employees. Its website is https://www.nextinsurance.com.

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