Operations Specialist II

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Grapevine, TX, USA
In-Office
Mid level
Agriculture • Industrial • Manufacturing
The Role
Supports claims operations through payment reconciliation, salvage and recovery tracking, dealer licensing audits, commission processing, reporting, claims administration, correspondence management, and SOP development. Resolves operational and customer issues, maintains claims and agreement records, assists with compliance activities, and supports employee training and workflow improvements.
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For Earth For Life

JOB OVERVIEW

The Operations Specialist II supports the KTAC Claims team by ensuring accuracy in financial, licensing, salvage, and claims processes. Working with the Senior Business Specialist, this role reviews data, prepares routine reports, documents procedures, and assists with system and process improvements. The position helps resolve operational issues, contributes to training materials, and provides day‑to‑day support to maintain smooth claims workflow.

 

KEY RESPONSIBILITIES

This position does the following in accordance with all applicable Federal, State and local laws / regulations and the Company’s policies, procedures and guidelines:

  • Assists the Senior Operations Specialist in daily payment reconciliation activities and resolves policy activation errors to ensure accurate and timely financial processing.
  • Assists the Senior Operations Specialist with salvage and recovery activities, including identifying eligible items, logging and tracking salvage assets, coordinating auction listings, and ensuring timely collection of recovered funds.
  • Assist the Senior Operations Specialist in preparing and delivering monthly, quarterly, and ad hoc operational and financial reports for the accounting department.
  • Assists the Senior Operations Specialist with maintaining accurate dealer licensing records and conducting routine audits to ensure compliance with regulatory and internal requirements.
  • Process monthly dealer commission statements, including validation, reporting, and issuance of manual checks as needed.
  • Provide backup support in preparing and issuing dealer collection notices for outstanding licensing fees in alignment with departmental policies.
  • Maintain and update the sub‑producer agreement log to ensure accuracy, completeness, and compliance with regulatory guidelines.
  • Provide backup support in managing inbound mail and coordinating the distribution of department email and physical correspondence.
  • Maintain and update daily claims call reports to support operational tracking and performance metrics.
  • Provide backup support to Claims Administrators by processing daily claims during peak periods or staff absences.
  • Provide backup support to the Senior Operations Specialist in serving as an escalation point for complex customer and dealer claims inquiries, providing timely and professional resolution.
  • Assist the Senior Operations Specialist to develop, document, and maintain comprehensive process guides, workflows, and standard operating procedures (SOPs) for all KTAC claims processes, including training of new employees.

QUALIFICATIONS

  • HS Diploma/ GED with at least 3 years of claims administration of office administration duties required.
  • Bachelor’s degree preferred:
    • With a degree, at least 1 year of insurance claim administration or office administration experience required.
  • 2+ year(s) of insurance claim processing and sales or financial reporting
  • 2+ years of administrative experience
  • Experience with Microsoft Office Suite (Excel proficiency a plus)
  • Extensive interpersonal communication and telephone skills - must be friendly and responsive
  • Strong analytical and problem-solving skills
  • Ability to communicate diplomatically and with tact to a diverse audience at varying levels both within and outside of the organization
  • Report building skills
  • Experience in insurance license and appointment process is a plus
  • Must be able to multitask and solve problems by reviewing data and/or situations and making recommendations for solutions to the issues.
  • Computers including Microsoft Office Suite (Word, Excel, PowerPoint)
  • Copier, Printer, Scanner, Fax
  • General office equipment

 

PHYSICAL REQUIREMENTS

  • Typical office environment. The position will require walking, standing, and sitting at a computer.

 

DISCLAIMER:

The information provided in the description has been designed to indicate the general nature and level of work performed by incumbents within the classification.  This description is not intended to be a comprehensive inventory of all duties, responsibilities, qualifications and working conditions required of employees assigned to this job/classification.  This job is intended to include the current essential functions of the job.  Management reserves the right to add or modify the duties and responsibilities and to designate other functions as essential at any time.

 Kubota is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.

Skills Required

  • High school diploma or GED with at least 3 years of claims administration or office administration experience
  • At least 1 year of insurance claims administration or office administration experience if holding a bachelor's degree
  • At least 2 years of insurance claim processing and sales or financial reporting experience
  • At least 2 years of administrative experience
  • Experience with Microsoft Office Suite
  • Microsoft Excel proficiency
  • Interpersonal communication and telephone skills
  • Analytical and problem-solving skills
  • Ability to communicate diplomatically with diverse audiences
  • Report-building skills
  • Experience with insurance licensing and appointment processes
  • Ability to multitask, review data or situations, and recommend solutions
  • Experience using office equipment including copiers, printers, scanners, and fax machines

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The Company
4,448 Employees
Year Founded: 1972

What We Do

Kubota Tractor Corporation supplies agricultural, construction, turf, and utility equipment across North America. Its portfolio includes compact tractors, lawn mowers, utility vehicles, construction equipment, agricultural tractors, and hay equipment. The company emphasizes engineering quality, product durability, and support for customers and communities. Its Product Support organization also provides dealers with accurate, timely reference materials to help resolve customer issues effectively.

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