Insurance Operations Specialist

Posted Yesterday
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02110, Boston, MA, USA
In-Office
65K-75K Annually
Junior
Insurance • Financial Services
The Role
Trains insurance operations employees across billing, service center, CRM, underwriting, and customer service functions. Designs and updates training programs, delivers in-person and virtual sessions, monitors RingCentral reports, assesses department training needs, coordinates external soft-skills training, supports onboarding, and promotes productivity best practices. The role is full-time in office and requires collaboration with underwriting, operations management, and Human Resources.
Summary Generated by Built In
Benefits of Working for Safety

Safety Insurance is proud to be one of the leading property and casualty insurance providers in Massachusetts. We are committed to supporting independent agents and their customers through our unwavering dedication to excellence.  Our success is built on a simple philosophy: deliver the highest quality insurance products at competitive rates while providing exceptional service at every step. 

At Safety Insurance, we don’t just offer jobs – we offer careers that are challenging, fulfilling, and designed to grow with you.

Our people are our greatest asset. A diverse workforce makes us stronger, more innovative, and better equipped to serve our customers. At Safety, we empower our employees to be their best by fostering an inclusive environment and offering resources that support their careers, education, and families. We also understand the importance of work-life balance. That’s why we offer hybrid work options, flexible schedules, and a 37.5-hour workweek.  Conveniently located in the heart of Boston’s financial district, our downtown office is a positive space where employees can stay connected to both each other and the pulse of the city.

Safety’s benefits go beyond the basics. In addition to competitive salaries, our comprehensive benefits package includes:


  • 3 weeks accrued paid time off + paid holidays each year
  • Health insurance (medical, dental, vision)
  • Annual 401(k) Employer Contribution (up to 8% of your base salary)
  • 100% tuition reimbursement
  • Free on-site fitness center
  • Complimentary coffee and breakfast service
  • Hybrid work schedules
  • Working Advantage Discount Program
  • Employee Assistance Program
  • …and much more!

Job Summary

Under the direction of the Insurance Operations training manager, trains all Insurance Operations staff, which includes Billing, Service Center, CRM, and Insurance Operations/Underwriting Training. Assists with training in other departments and participates in the administration of the internship program. This position will require you to work full-time in office.

Responsibilities

  • Works closely with other functional areas to ensure training meets expectations.
  • Ensures completion and accuracy of various projects.
  • Design and implement formal training programs to introduce new staff members to Underwriting, Billing, Service Center, and CRM policies and procedures.
  • Creates and updates training modules for presentation to the staff.
  • Conduct engaging in-person and virtual training sessions.
  • Provide ongoing customer service training to current staff.
  • Train new and current staff on the RingCentral phone system.
  • Monitor RingCentral Dashboards and evaluate RingCentral reports.
  • Collaborates with Underwriting and Insurance Operations management to assess individual and department wide training needs and provide recommendations on what training can be offered to the entire department.
  • Coordinates external training for “soft skills” and other specific training opportunities with Human Resources.
  • Coordinates a best practices approach to desk management and productivity.
  • Evaluates new products or services that may improve training and skill development within the Underwriting and Insurance Operations Departments.
  • Assists with onboarding new hires
  • Performs other activities as required.
Qualifications
  • Bachelor’s Degree required.
  • CPCU preferred.
  • Minimum of 2 years of insurance experience.
  • Knowledge of all lines of business
  • Ability to prioritize training needs for the department.
  • Excellent time management, communication, and organizational skills.
  • Experience with delivering oral presentations in front of large and small groups.
  • Knowledge of appropriate training methodologies to accommodate a variety of learning styles.

Skills Required

  • Bachelor's degree
  • CPCU designation
  • At least 2 years of insurance experience
  • Knowledge of all lines of insurance business
  • Ability to prioritize departmental training needs
  • Excellent time management, communication, and organizational skills
  • Experience delivering oral presentations to large and small groups
  • Knowledge of training methodologies accommodating varied learning styles
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The Company
HQ: Boston, MA
568 Employees
Year Founded: 1979

What We Do

Safety Insurance Company is a premier provider of auto, home, and business owners insurance operating in Massachusetts, Maine, and New Hampshire. It offers a range of property and casualty insurance products, including private passenger and commercial automobile, homeowners, dwelling fire, umbrella, and business owner policies. The company distributes its products exclusively through a network of independent insurance agents and is headquartered in Boston, Massachusetts.

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