Operations Specialist
Amwins
| Company | Amwins |
| Category | Operations & Admin |
| Location | 18700 North Hayden Road Suite 405 Scottsdale |
| Remote | On-site (inferred) |
| Employment | Not stated |
| Level | Not stated |
| Salary | Not stated by the employer |
| Posted | 13 Jul 2026 |
| Last verified | 30 Jul 2026 |
| Source | Employer career page (greenhouse) |
Description
Join Our Team as an Operations Specialist at Amwins Self-Funded!
Are you ready to take the next step in your career? Join Amwins Self-Funded as an Operations Specialist. Operation Specialists ensure accurate and comprehensive data entry, including all financial configurations. You’ll serve as a liaison between the Sales team and the Premium Department to ensure proper setup for premium processing, compensation, and overall payment readiness. Based in Scottsdale, AZ, this in-office position offers flexibility to work from home up to 2 days a week, after completing training.
Why Choose Amwins?
At Amwins, we value our team members and offer a range of benefits to enhance your work experience:
Flexibility: Enjoy a hybrid work environment with flexible scheduling options.
Comprehensive Benefits: Access a competitive benefits package from day one, including generous Paid Time Off (PTO) and paid holidays.
Continual Learning: Thrive in a collaborative, education-focused work environment.
Annual Bonus Program: Earn incentives through our performance-based bonus program, designed to reward you for achieving key goals and contributing to the company's success.
Learn more about us at amwins.com/benefits.
Responsibilities:
As an Operations Specialist within our Account Management department, you will:
Workflow Coordination: Support Account Management by overseeing the final implementation of sold cases within the Account Management department.
Data Integrity Oversight: Maintain and audit internal systems to ensure data accuracy across client records, contracts, and reporting tools.
Sold Forms: Log all sold forms for entry into Amlink & Compass App, including New Cases, Renewals, and updates .
Implementation: Complete implementation by entering information found on sold forms into the system.
Quality Assurance: Review sold form data against information entered into the system to identify discrepancies and escalate to internal parties for resolution.
Process Optimization: Identify opportunities to streamline operational processes and implement improvements.
Document Management: Organize and maintain electronic files, including maintaining accurate records of operational procedures and ensuring compliance with internal policies and external regulations.
Premium File Management: Manage all premium files, including online and manual file set-up by the client and the plan year.
Operational Support: Act as a liaison between Account Managers and internal teams to ensure client case is built and bound correctly.
Reporting & Analytics: Maintain operational dashboards and performance metrics for client accounts.
Cross-Functional Coordination: Collaborate with Finance and Account Management to resolve operational issues. Ensuring alignment between cross-functional teams.
Issue Resolution: Triage, track and resolve implementation documents and system entry issues quickly and efficiently.
Escalations: Escalate complex issues to appropriate stakeholders with clear documentation.
Adaptability and Team Collaboration: Handle other projects and duties as assigned, displaying adaptability and strong collaboration skills.
Qualifications:
To excel in this role, you'll need:
Relevant Experience: At least 1 year of experience in operations, client services, or administrative support is required.
Education: A Bachelor’s Degree in Business Administration, Operations Management, or a related field is strongly preferred.
Industry Knowledge: Experience working in the insurance industry and/or at a Carrier or Third-Party Administrator is a plus.
Eagerness to Learn: A passion for learning our business model and understanding the products we work with is a necessity.
Organization and Attention to Detail: Excellent organization skills and attention to detail are required.
Teamwork Skil
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