Job Description
Unitrust Insurance Broker LLC is seeking a detail-oriented and proactive Operations Executive to support daily operations across invoicing, coordination with insurers, and policy documentation. This is an excellent opportunity to join a dynamic team within a fast-growing insurance brokerage firm.
Key Responsibilities:
Prepare and process client invoices and insurer debit/credit notes
Coordinate with insurance providers and internal teams for policy issuance and endorsements
Maintain accurate records of client transactions and policy documentation
Reconcile payments, outstanding premiums, and commissions
Assist with policy renewals and operational reporting
Ensure compliance with internal processes and regulatory requirements
Requirements:
Minimum 2 years of operations experience (preferably in insurance or financial services)
Strong understanding of insurance documentation, invoicing, and policy processes
Excellent coordination and communication skills
High attention to detail with strong time management
Proficiency in MS Office, especially Excel; CRM knowledge is a plusUnitrust Insurance Broker LLC is seeking a detail-oriented and proactive Operations Executive to support daily operations across invoicing, coordination with insurers, and policy documentation. This is an excellent opportunity to join a dynamic team within a fast-growing insurance brokerage firm.
Key Responsibilities:
Prepare and process client invoices and insurer debit/credit notes
Coordinate with insurance providers and internal teams for policy issuance and endorsements
Maintain accurate records of client transactions and policy documentation
Reconcile payments, outstanding premiums, and commissions
Assist with policy renewals and operational reporting
Ensure compliance with internal processes and regulatory requirements
Requirements:
Minimum 2 years of operations experience (preferably in insurance or financial services)
Strong understanding of insurance documentation, invoicing, and policy processes
Excellent coordination and communication skills
High attention to detail with strong time management
Proficiency in MS Office, especially Excel; CRM knowledge is a plus