运营技术支持专员
Operations Technical Support Associate
Signers National 是一家领先的保险平台，为各类规模的组织提供广泛的经纪和承保服务。自 2008 年作为一家专注于非营利和人道服务组织的小型零售经纪公司起步以来，Signers 已扩展其业务组合，涵盖商业地产和交通运输领域。Signers 是一家具有社会责任感的组织，拥有令人惊叹的文化，强调不懈的毅力和持续改进。我们每天努力积极影响人们的生活，并致力于为员工也做到这一点。
运营技术支持专员在 Applied EPIC 的保单生命周期内执行基础的运营流程。该职位通过处理新业务、续保、批改、审计、取消、恢复、证明文件、承保人文件接收和账单交易，支持服务团队，这些交易针对特定收入区间的账户进行。
在高吞吐量、注重细节的环境中，运营技术支持专员确保数据完整性和一致的工作流程执行，同时在既定标准下与服务团队紧密合作。
运营技术支持专员可能包括初次接触商业保险的人员，以及具有保险经验但刚接触运营（OTech）职能和工作流程标准的专业人士。该职位重点是培养在 EPIC 数据完整性、文档标准、账单基础和结构化流程执行方面的熟练技能。
此职位的表现通过准确性（工作质量）、生产跟踪器、遵守服务级别协议（SLA）的完成时间，以及在收入区间内实现的业务量目标来衡量。
主要职责
- 处理账户的新业务、续保、批改、审计、取消和恢复。
- 支持直接账单和所有代理账单类型的账单结构；按分配任务执行。
- 根据 OTech 标准，在 Applied EPIC 中维护准确的保单记录、文档和活动。
- 审核承保人发布的保单、发票和通知，以确保准确及时的数据录入。
- 使用 CSR24 和 EPIC 签发保险证明、财产证据（EOPs）和汽车身份证件。
- 遵循既定的文档标准、命名规范和附件协议（“EPIC 就是文件”）。
- 在生产跟踪器中录入每日工作。
- 参与流程文档更新和运营赋能。
查看英文原文
Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. Starting in 2008 as a small retail broker focused on nonprofit & human service organizations, Signers has since expanded its portfolio to include commercial real estate and transportation. Signers is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees.
The Operations Technical Support Associate executes foundational operational workflows across the policy lifecycle within Applied EPIC. This role supports the Service organization by processing new business, renewals, endorsements, audits, cancellations, reinstatements, certificates, carrier document intake, and billing transactions for accounts within defined revenue bands.
Working in a high-volume, detail-driven environment, the Operations Technical Support Associate ensures data integrity and consistent workflow execution while partnering closely with Service teams under established standards.
Operation Technical Support Associate may include individuals new to commercial insurance as well as experienced insurance professionals who are new to the Operations (OTech) function and workflow standards. The role focuses on developing proficiency in EPIC data integrity, documentation standards, billing fundamentals, and structured workflow execution.
Performance in this role is measured by accuracy (quality of work), production tracker, adherence to turnaround Service Level Agreements (SLAs), and achievement of volume goals within revenue bands.
Primary Responsibilities
- Process new business, renewals, endorsements, audits, cancellations, and reinstatements for accounts.
- Support direct bill and all agency bill types of billing structures; as assigned.
- Maintain accurate policy records, documentation, and activities in Applied EPIC in accordance with OTech standards.
- Review carrier-issued policies, invoices, and notices to ensure accurate and timely data entry.
- Issue Certificates of Insurance, Evidence of Property (EOPs), and Auto ID cards using CSR24 and EPIC.
- Follow established documentation standards, naming conventions, and attachment protocols (“EPIC is the file”).
- Enter Daily work on a Production Tracker
- Participate in workflow documentation updates and operational enablement initiatives as assigned.
- Meet established quality & production standards, maintaining high levels of data accuracy and documentation integrity.
- Adhere to defined turnaround SLAs for assigned workflows.
- Achieve assigned volume goals for all accounts assigned to work.
Qualifications
- Commercial insurance experience is not required; prior insurance experience may be considered for candidates transitioning into Operations.
- Proficiency in Microsoft Office (Outlook, Excel, Word).
- Strong technical aptitude and ability to learn Applied EPIC and internal workflow systems.
- Ability to follow structured processes and maintain high data accuracy.
- Comfort working in a high-volume, deadline-driven environment.
Preferred Soft Skills
- Strong attention to detail and commitment to data integrity.
- Coachable and receptive to feedback.
- Organized and dependable.
- Ability to work within defined guidelines and escalate appropriately.
- Collaborative, team-oriented mindset.
- Strong time management and personal accountability.
Performance Expectations
- Accuracy (Quality): Data integrity, documentation compliance, and low error rates.
- Turnaround Service Level Agreements (SLAs): Timely completion of assigned workflows within established service standards.
- Volume (Capacity): Ability to meet production expectations
- Production: Ability to meet or exceed production expectations
Signers is a proud Equal Opportunity Employer. Signers is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Signers will not tolerate discrimination or harassment based on any of these characteristics. We believe that variety in experience makes us stronger as individuals, as communities, and as a company. Fostering an environment where all employees feel empowered to bring their authentic self to work is our priority
Originally posted on Himalayas