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About the Role
The Agency Operations Specialist is a key member of the centralized Agency Operations team, ensuring the smooth, accurate, and efficient operation of programs, processes, and day-to-day activities supporting Texas Mutual’s agency insurance distribution network. This role acts as a trusted operational resource for agency management activities, including data integrity, compensation and licensing, onboarding, agency management systems, events, and field support. By coordinating details, maintaining accurate information, and advancing critical processes, the specialist creates a seamless experience for internal and agency partners, strengthening operational consistency, building team capacity, maintaining continuity, and reducing risk.
Responsibilities
- Maintain accurate agency and producer records across relationship structures, contracts, licensing, compliance, terminations, bankruptcies, exceptions, bonus rules, scoring, and tiering.
- Run routine and ad hoc reports; validate data, coordinate corrections with IT and department administration, and escalate discrepancies or anomalies.
- Support bonus, commission, dividend, and safety group workflows through data preparation, tracking, documentation, reporting, approvals, and processing.
- Maintain compensation plans and records, assist with recommendations, and coordinate with Finance and other internal partners.
- Coordinate licensing applications, renewals, inquiries, files, and compliance reporting.
- Complete onboarding for newly appointed agencies, including documentation, system setup, status communications, timeline tracking, and issue escalation.
- Support agency scoring and tiering cycles by maintaining inputs, monitoring timelines, preparing outcomes and related forms, and communicating changes.
- Provide process guidance, meeting materials, procedural updates, training resources, and issue escalation to Territory Managers and field staff.
- Coordinate agency-facing events, tradeshows, calendars, logistics, marketing materials, and work with external vendors and the Creative/Marketing team.
- Document and improve workflows, procedures, and operational tools; support training, special projects, and backup coverage across agency operations.
- Administer safety group programs by tracking participants, managing data, preparing reports, and communicating program requirements and updates.
- Administer dividend programs by preparing workflows, maintaining calculation and approval records, and coordinating with Finance and other internal partners for accurate distributions.
Requirements
- Bachelor's Degree in Business Administration, Insurance, Finance, or a related field or equivalent education, training, or experience.
- At least two years of related experience or equivalent education, training, or experience.
- Texas residency required.
- Ability to travel to the designated office as needed.
Skills
- Data integrity
- Compensation and licensing workflows
- Agency onboarding and segmentation
- Agency management systems
- Event coordination
- Field support
- Process improvement
- Property & casualty insurance environment experience (preferred)
- Insurance agency operations familiarity (preferred)
- Compensation structures familiarity (preferred)
- Licensing processes familiarity (preferred)
Location
- Remote
- On-site (as needed)
Work Type
- Flex-Hybrid
Experience Level
- Entry Level
- Mid Level
Education Level
- Bachelor's Degree
Salary/Compensations
- $37.02 - $45.73 Per Hour
Benefits
- Annual performance bonus
- Merit-based pay increase
- Lifestyle Savings Account ($1,000 per year)
- Automatic 4% employer contribution to retirement plan
- 401k plan with 100% employer match up to 6%
- Student loan repayment matching in 401k plan
- Three weeks’ time off for vacation
- Nine paid holidays
- Two personal days
- Day one health, Rx, vision and dental insurance
- Life and disability insurance
- Flexible spending account
- Pet insurance
- Pet Rx discounts
- Free on-site gym
- Fitness classes
- Health and wellness resources
- Free identity theft protection
- Free student loan repayment and refinancing consultation
- Professional development
- Tuition reimbursement
- Employee referral bonus
- Free onsite snacks
About the Company
- Texas Mutual is deeply committed to creating and maintaining an environment of mutual respect.
Equal Opportunity
- All qualified applicants are encouraged to apply and will receive consideration for employment without regard to age, race, color, national origin, religion, sex, gender identity, sexual orientation, genetic information, veteran status, or any other basis protected by local, state, or federal law.