[Remote] Insurance Agency Operations Specialist at NerdWallet

Los Angeles, California, United States

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$63,000 – $100,000Compensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, Financial ServicesIndustries

Requirements

2–4 years of experience in insurance operations, account management, or administrative support (agency experience preferred)
Solid understanding of insurance policies, renewals, endorsements, and carrier processes
Exceptional communication and customer service skills—you know how to build trust and maintain relationships
Meticulous attention to detail with strong organizational and time management abilities
Skilled with agency management systems and tools like HubSpot, DialPad, and Microsoft Excel
Comfortable analyzing reports, tracking commissions, and spotting trends or potential issues
A natural problem-solver who uses sound judgment when navigating compliance or service challenges
Proven ability to collaborate effectively and juggle multiple priorities in a dynamic, fast-paced environment
Current Property & Casualty (P&C) license in state of residence + willingness to obtain additional licenses
Preferred Qualifications
Experience with carrier onboarding, licensing coordination, or compliance management
Familiarity with agency tech stacks and automation tools (Zapier, Asana)

Responsibilities

Process & Workflow Management: Drive operational excellence by ensuring accurate policy processing, renewals, and claims handling—all while enhancing efficiency and client satisfaction
Data & Reporting: Keep our numbers (and our strategy) sharp. Maintain detailed client records, build reports, and track performance metrics to uncover insights and opportunities for improvement
Compliance & Quality Control: Champion compliance by upholding regulatory and internal standards, minimizing risk, and ensuring every policy and process meets quality expectations
Systems & Technology Support: Be our go-to for system fluency—managing agency tools, troubleshooting issues, and helping the team leverage technology to stay efficient and connected
Cross-Department Collaboration: Partner with agents, underwriters, and service teams to streamline communication, resolve issues quickly, and keep operations running like clockwork
Manage early-stage customer service needs, assist with policy servicing, field inbound calls, and optimize workflows to boost efficiency
Support post-sale relationships, process policy changes, maintain carrier operations, and ensure our systems and data stay sharp
Keep information organized, support agents with licensing and systems access, and proactively resolve customer needs

Skills

Key technologies and capabilities for this role

Insurance OperationsCustomer ServicePolicy ServicingWorkflow ManagementInbound CallsComplianceProcess OptimizationData ManagementCarrier OperationsLicensing Support

Questions & Answers

Common questions about this position

What is the salary range for the Insurance Agency Operations Specialist role?

The salary range is $63K - $100K.

Is this position remote?

Yes, this is a remote position.

What experience is required for this role?

The role requires 2–4 years of experience in insurance operations, account management, or administrative support.

What does the team structure look like for this position?

This role reports to the General Manager, Katie Rickert, and involves cross-department collaboration with agents, underwriters, and service teams.

What makes a strong candidate for this Insurance Operations Specialist role?

Strong candidates will have 2–4 years in insurance operations, account management, or administrative support, with skills in process management, data reporting, compliance, systems support, and cross-team collaboration.

NerdWallet

Financial guidance platform for personal finance

About NerdWallet

NerdWallet helps individuals make informed financial decisions by providing resources and tools for comparing credit cards, mortgages, personal loans, and insurance. The platform is user-friendly, featuring calculators and educational content that simplify complex financial concepts. Unlike competitors, NerdWallet operates on an affiliate marketing model, allowing it to offer services for free while earning revenue through partnerships with financial institutions. The company's goal is to empower consumers to manage their finances better by providing clear and comprehensive information.

San Francisco, CaliforniaHeadquarters

2009Year Founded

$67.1MTotal Funding

IPOCompany Stage

Fintech, Financial ServicesIndustries

501-1,000Employees

Benefits

Health and wellness

Retirement support

True work-life balance

Career development

Employee resource groups

Employee engagement

Risks

Next Door Lending's past compliance issues pose potential regulatory risks for NerdWallet.

Affiliate marketing reliance may be threatened by shifts in financial institutions' budgets.

Intensifying competition in personal finance could erode NerdWallet's market share.

Differentiation

NerdWallet offers personalized, unbiased financial advice to empower consumer decision-making.

The platform integrates financial tools and expert content for comprehensive financial guidance.

NerdWallet's user-friendly design simplifies complex financial concepts for a broad audience.

Upsides

Growing demand for financial literacy tools boosts NerdWallet's user engagement.

Partnerships with fintech firms enhance NerdWallet's comprehensive financial solutions.

Rising interest in ethical investing aligns with NerdWallet's tailored advice offerings.

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