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Insurance Operations Jobs in Philadelphia, PA (NOW HIRING)

Record renewal, sales, and insurance operations compliance documents into the agency management database, as directed. * Follow agency guidelines, policies and procedures. * Promote teamwork, support ...

Insurance Assistant

Marlton, NJ ยท On-site

$23.50 - $24.50/hr

Record renewal, sales, and insurance operations compliance documents into the agency management database, as directed. * Follow agency guidelines, policies and procedures. * Promote teamwork, support ...

Insurance Assistant

Marlton, NJ ยท On-site

$23.50 - $24.50/hr

Record renewal, sales, and insurance operations compliance documents into the agency management database, as directed. * Follow agency guidelines, policies and procedures. * Promote teamwork, support ...

Insurance Analyst

Ambler, PA ยท Hybrid

$19.25 - $26.25/hr

The Insurance Analyst at Berkadia is integral to managing the insurance operations for the company's real estate portfolio. This position entails ensuring compliance with insurance regulations ...

Insurance Analyst

Ambler, PA ยท On-site

$19.25 - $26.25/hr

The Insurance Analyst at Berkadia is integral to managing the insurance operations for the company's real estate portfolio. This position entails ensuring compliance with insurance regulations ...

Insurance Analyst

Ambler, PA ยท On-site

$19.25 - $26.25/hr

The Insurance Analyst at Berkadia is integral to managing the insurance operations for the company's real estate portfolio. This position entails ensuring compliance with insurance regulations ...

Strong understanding of healthcare provider credentialing and insurance operations. * Proficiency in Microsoft Office (Excel, Word, PowerPoint). * Excellent organizational, communication, and problem ...

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Insurance Operations information

What are the key skills and qualifications needed to thrive in insurance operations?

To excel in Insurance Operations, you typically need a background in insurance processes, strong analytical abilities, and attention to detail, often supported by a relevant degree or industry certifications such as AINS or CPCU. Familiarity with insurance management systems, claims processing software, and regulatory compliance tools is important. Excellent communication, organizational, and problem-solving skills help individuals collaborate across departments and handle complex tasks. These competencies ensure seamless policy administration, regulatory adherence, and effective service delivery in a dynamic insurance environment.

What does an insurance operations do?

Professionals in Insurance Operations are responsible for overseeing policy administration, managing claims processing, ensuring regulatory compliance, and coordinating workflow between underwriters, agents, and clients. Daily tasks can include reviewing insurance applications, updating policy information, reconciling data, generating reports, and resolving operational issues. The role often involves cross-department collaboration to streamline procedures and improve customer service standards. If you enjoy working in a process-driven environment and contributing to team efficiency, Insurance Operations offers a dynamic and rewarding career path.

What is an insurance operations?

An Insurance Operations job involves managing and optimizing the processes that support an insurance company's daily functions. This includes underwriting, claims processing, policy administration, compliance, and customer service. Professionals in this role ensure efficiency, accuracy, and regulatory adherence in handling policies and claims. They may also work on process improvements, technology integration, and risk management to enhance operational performance. Strong analytical, problem-solving, and communication skills are essential for success in this field.

What are the most commonly searched types of Insurance Operations jobs in Philadelphia, PA? The most popular types of Insurance Operations jobs in Philadelphia, PA are:
What are popular job titles related to Insurance Operations jobs in Philadelphia, PA? For Insurance Operations jobs in Philadelphia, PA, the most frequently searched job titles are:
What job categories do people searching Insurance Operations jobs in Philadelphia, PA look for? The top searched job categories for Insurance Operations jobs in Philadelphia, PA are:
What cities near Philadelphia, PA are hiring for Insurance Operations jobs? Cities near Philadelphia, PA with the most Insurance Operations job openings:
Infographic showing various Insurance Operations job openings in Philadelphia, PA as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 20% Part Time, and 5% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution.

Insurance Operations Specialist

North Mill Equipment Fi

Voorhees Township, NJ โ€ข On-site

$55K - $70K/yr

Full-time

Posted 15 days ago


Job description

Insurance Operations Specialist $55,000-$70,000 annually – NJ Location

Position Overview

The Insurance Operations Specialist is responsible for administering all aspects of NMEF’s insurance program, including data entry, customer and agent communications, claims processing, certificate and policy review, and reporting. This role sits within the Insurance & Operations team and reports directly to the Director of Insurance & Operations, supporting a seamless and compliant experience for customers, vendors, brokers, and internal stakeholders.

Key Responsibilities

Customer & Agent Communications

· Answer inbound phone calls and emails from customers, agents, brokers, and NMEF employees to explain insurance requirements and assist in obtaining appropriate documentation to fulfill lease agreement obligations.

· Communicate NMEF’s equipment insurance policy coverage, including coverage terms, exclusions, fee quotes, refunds, and claims procedures, in a clear and professional manner.

· Contact customers, vendors, brokers, insurance agents, and other individuals or organizations to validate insurance claims and investigate circumstances surrounding coverage determinations.

Certificate & Policy Administration

· Review all insurance certificates and policies to determine whether coverage meets NMEF’s requirements; enter insurance information into the loan origination system or respond to customers and agents when documentation is insufficient or incomplete.

· Maintain accurate and up-to-date insurance files in accordance with company policy and regulatory requirements.

Reporting & Program Accuracy

· Generate weekly reports to verify the accuracy of customers placed on NMEF’s insurance program and produce notification letters to customers regarding placement status and obligations.

· Monitor insurance program activity for accuracy, including placement reconciliation, premium tracking, and reinsurer reporting.

Claims Processing

· Process claims for covered equipment, including initiating the claim report from customers, preparing claim packets, evaluating submissions for completeness and validity, and preparing files for management review.

· Submit claims to the insurance company, process and track vendor and insurance company payments, and monitor and maintain files in accordance with company policy.

Account Management & Documentation

· Review customer accounts in the loan origination and servicing system, including payment histories, coverage histories, charge logs, and adjustments, to deliver exceptional service across all customers.

· Document all verbal and written correspondence in the company’s systems of record, maintaining complete and audit-ready account notes.

· Perform other duties and special projects as assigned by the Director of Insurance & Operations.

Required Qualifications

Education & Experience

· High school diploma required; associate’s or bachelor’s degree in Business, Finance, or a related field preferred.

· Minimum of five (5) years of related experience in insurance operations, equipment finance, leasing, or a comparable customer-facing role.

· Prior experience in an equipment finance or commercial lending environment a plus.

Technical & Professional Competencies

· Proficiency in Microsoft Office Suite (Excel, Word, Outlook) required

· Strong detail orientation and commitment to data accuracy

· Experience with loan origination or servicing platforms preferred

· Excellent written and verbal communication skills

· P&C Insurance Producer License preferred, not required

· Ability to manage multiple priorities in a fast-paced environment

· Familiarity with insurance certificate review and claims processing

· Customer-oriented professional with strong problem-solving skills