Operations Specialist

The Jacobson Group
New Jersey

Job Description:

We are looking for an innovative Operations Specialist to join our client's expanding team. In this role you will be interacting with operations, underwriting, sales and claims teams to review business process and identify opportunities for optimization with focus on driving operational excellence and continuous improvement across the organization. To ensure success as an Operations Specialist you should have detailed knowledge of wholesale and MGA process and workflows, excellent communication skills, and a collaborative approach. A top-class operations specialist can identify bottlenecks and influence teams to adopt re-engineering solutions to optimize process and reduce overall operational throughput.



Responsibilities:

  • Lead operational analysis, process improvement, process optimization and other transformation projects.

  • Interview operations, underwriting, and other expert staff to facilitate the mapping, documenting, and analyzing of current process and business challenges.

  • Organize and plan value stream mapping events to capture process gaps and process flow improvement opportunities.
  • Develop analysis tools to capture process costs, maturity and opportunities for expense reduction.
  • Draft and present insight and guidance on operational improvement recommendations to drive process optimization and increase productivity.
  • Support enterprise re-engineering projects by developing process strategies and future models to improve business performance.
  • Draft and maintain process documentation, job aides, procedure guides and workflow mapping inventory.
  • Maintain project plan, roadmaps and implementation of assigned optimization projects.



Requirements:

  • Ability to lead discovery sessions with businesses and subject matter experts (SMEs) to thoroughly document current business operations
  • Experience producing analysis documents, Visio process maps, matrixes, and presentations to inform leadership and develop integration strategies into standard business processes and systems
  • Strong insurance background
  • Experience in back-end operations, demonstrating hands-on experience with business processes, carriers, or underwriters
  • Experience with agency management systems or document management systems (AIM, ImageRight, AMS360 and EPIC (preferred))
  • Experience leading projects within an organization
  • Ability to conceptually understand and visually create process maps
  • Self-starter and strong communication skills
  • Detail-oriented and organized



Pay Range:

The anticipated pay range for this position is $35.00 - $40.00 per hour. We understand salary is an important factor in a job search, and we encourage you to apply even if you feel that your desired compensation may fall outside of the listed range. The final pay for this position is determined based on several factors including but not limited to, relevant experience, skills and certifications, education and training, geographic location, market conditions, and internal equity. We are committed to finding the right candidate for this role and are open to discussing how your unique qualifications align with our needs.



Benefits:

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(k) retirement savings plan



Contact:

Troy Andrew

IT Recruiter
+1 (646)-285-3723

[email protected]



Equal Opportunity Employer:

The Jacobson Group is committed to fostering an inclusive and equitable workplace that reflects the diverse communities we serve. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status or any other protected characteristic as defined by applicable law. We believe that diversity of thought, background and experience strengthens our team and drives innovation. All employment decisions are based on qualifications, merit and business needs. If you require a reasonable accommodation to complete the application process or participate in an interview, please contact us at [email protected] or +1 (800) 466-1578 to make a request.



Refer a Colleague:

Do you know someone who would be interested in this project? Submit your referral directly by emailing the Jacobson contact listed above or submitting them . If your referral is hired for a contract assignment and meets all other eligibility criteria, you will receive a referral bonus!

Posted 2026-01-22

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