Operations Specialist (Accelerant Unit)

Department: Claims Administration & Adjusting

Employment Type: Permanent - Full Time

Location: Home United States

Reporting To: Krystal Mutschler

Compensation: $50,000 - $65,000 / year

Description

Key Responsibilities

• Serve as a primary operational point of contact for carrier representatives, underwriters, and other program stakeholders.
• Coordinate with the carrier’s underwriting teams to obtain risk codes, policy information, classifications, bordereau data, and other information required for accurate claim reporting.
• Communicate with the coverholder as claims are received and follow up promptly when information or documentation is incomplete.
• Facilitate timely communication among the carrier, management, and claim handlers regarding program requirements, data needs, and operational issues.

• Review newly received claims and ensure required claim information is obtained and accurately entered into the claims management system. This is integral for the bordereaux preparation.
• Communications with the carrier through the carrier’s claim system, VCA, and provide the carrier’s comments and approvals to the Accelerant team.  
• Organize, upload, and maintain documents within the claims management system in a clear and consistent manner.
• Monitor claim data for accuracy and completeness and follow up on missing or inconsistent information.

• Maintain and update program guidelines, workflows, reference materials, and operating procedures.
• Work with the carrier, coverholder, and claim handlers to ensure carrier requirements and procedural updates are clearly communicated and consistently implemented.
• Identify operational issues, coordinate with appropriate stakeholders, and assist in developing practical solutions.
• Support the implementation of new reporting requirements, process changes, and program enhancements.
• Handle collections and documentation of payments within the insured’s retentions and deductibles. Including maintaining reserves within retentions and posting for carrier information. We note this program involves many large retentions, such as retentions of up to $250,000 or more. This will include communications with the insureds, vendors, and the carriers.
• Handle and comply with the carrier’s Escheat policy, including tracking stale checks and communications regarding same.

• Maintain and support key performance indicator (KPI), bordereau, and other carrier reporting requirements.
• Monitor performance against applicable reporting standards, service expectations, and program requirements.
• Identify deficiencies, trends, or recurring issues and communicate them to management in a timely manner.
• Assist management in implementing training, updated procedures, or corrective actions when necessary.

• Provide day-to-day operational assistance to claim handlers and management.
• Assist with special projects, audits, file reviews, data validation, and program-related initiatives.
• Support workflow management and process improvement efforts designed to enhance service delivery, data quality, and claim handler efficiency.
• Perform other duties and provide additional support as needed to meet program and business requirements.
• Handle Medicare and Medicaid compliance within the unit.  

Skills, knowledge & expertise

• Experience in insurance, claims administration, underwriting support, program operations, or a related field.
• Working knowledge of insurance terminology, policy information, and claims processes.
• Excellent organizational skills, with the ability to manage multiple priorities and meet deadlines in a high-volume environment.
• Strong verbal and written communication skills, including the ability to communicate professionally with clients, underwriters, claim handlers, and management.
• High level of attention to detail and commitment to data accuracy and complete documentation.
• Proficiency with claims management systems, Microsoft Office applications, carrier portals, and related business tools.

• Experience working with delegated authority, third-party administrator (TPA), managing general agent (MGA), or carrier program business.
• Familiarity with bordereau reporting, KPI monitoring, and insurance data management.
• Experience working directly with underwriting and claims teams.
• Experience supporting specialty insurance programs or transportation and environmental claims operations.

Equal Employment Opportunity & Legal Notices

• Medical, dental, and vision plans to support your health and that of your family
• A 401(k) plan with employer matching
• Time‑off policies, including Discretionary Time Off (DTO) for exempt employees and Paid Time Off (PTO) for non‑exempt employees
• Paid holidays
• Life insurance and short‑term and long‑term disability coverage

• Maintain regular and dependable attendance.
• Be available and able to perform job responsibilities during established work hours.