Note: The job is a remote job and is open to candidates in USA. Alliant Insurance Services is seeking an Operations Specialist I to provide administrative and transactional support to SES leadership and internal teams. The role focuses on accurate data entry, communication support, and processing insurance for Financial Institutions' trust-owned assets.

Responsibilities

• Enter, update, and maintain property insurance, occupancy, and valuation data in SES systems
• Ensure records are accurate, complete, and audit-ready in accordance with established workflows
• Set up and maintain standard internal coverage records and external policy tracking. This includes renewal status updates and required documentation
• Attach, index, and organize supporting documentation to ensure complete files and proper system records
• Process routine endorsements and submit completed insurance transactions through defined SES workflows under senior supervision
• Send pre-defined correspondence related to external policy follow-ups and renewals
• Escalate exceptions or non-standard issues to senior staff
• Prepare and validate routine billing entries
• Assist with basic discrepancy reviews and respond to routine billing, reporting, documentation, and system-related inquiries within defined scope
• Route complex items appropriately
• Answer incoming calls professionally, handle routine inquiries, and document call activity in SES systems
• Route non-standard or coverage-related questions to licensed or senior personnel
• Monitor assigned individual and shared Trust team inboxes
• Categorize and prioritize messages, respond using approved templates or professional ad-hoc communication as needed, and document key communications in SES systems
• Escalate complex or non-standard inquiries received via phone or email to senior or licensed personnel in accordance with established procedures
• Assist with First Notice of Loss (FNOL) by collecting initial claim details, submitting FNOL through approved workflows or carrier portals, and maintaining claim documentation
• Follow up on claim status with carriers or adjusters
• Request loss runs using standard procedures and maintain accurate, up-to-date claim records
• Handle assigned workflow queues to meet service-level expectations
• Escalate unclear or unusual items, provide feedback on recurring issues to support process improvement, and assist with basic analysis and special projects
• Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates
• Performs other duties as assigned

Skills

• Bachelor's Degree or equivalent combination of education and experience
• Excellent verbal and written communication skills, including strong telephone, listening, and email communication skills
• Excellent interpersonal and customer service skills
• Strong attention to detail and accuracy
• Highly organized with the ability to prioritize multiple tasks
• Ability to work effectively within a team and foster a collaborative environment
• Demonstrated ability to adapt and remain effective in a dynamic, changing environment
• Proficient in Microsoft Office Suite (Outlook, Excel, Word)
• One (1) or more years in insurance operations, trust administration, financial services, or customer service preferred

Company Overview