Agency Operations Specialist at Texas Mutual Insurance Company in Austin, Texas

Job description

• We’re excited you’re considering joining a great place to work!
• Texas Mutual is deeply committed to creating and maintaining an environment of mutual respect and is proud to be an equal opportunity employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to age, race, color, national origin, religion, sex, gender identity, sexual orientation, genetic information, veteran status, or any other basis protected by local, state, or federal law.
• The Agency Operations Specialist is a key member of the centralized Agency Operations team, helping ensure the programs, processes, and day-to-day operations that support Texas Mutual’s agency insurance distribution network run smoothly, accurately, and efficiently.
• This role serves as a trusted operational resource across a broad range of agency management activities, including data integrity, compensation and licensing workflows, agency onboarding and segmentation, agency management systems, events, and field support. By coordinating details, maintaining accurate information, and keeping critical processes moving forward, the Agency Operations Specialist helps create a seamless experience for internal and agency partners.
• Working with the Agency Operations Consultant and partners, you will help strengthen operational consistency, build team capacity, maintain continuity, and reduce risk. It’s an opportunity to make a meaningful impact behind the scenes by connecting people and processes to help Texas Mutual’s agency operations succeed.

Responsibilities

• Maintain accurate agency and producer records across relationship structures, contracts, licensing, compliance, terminations, bankruptcies, exceptions, bonus rules, scoring, and tiering.
• Run routine and ad hoc reports; validate data, coordinate corrections with IT and department administration, and escalate discrepancies or anomalies to the Agency Operations Consultant.
• Support bonus, commission, dividend, and safety group workflows through data preparation, tracking, documentation, reporting, approvals, and processing.
• Maintain compensation plans and records, assist with recommendations, and coordinate with Finance and other internal partners.
• Coordinate licensing applications, renewals, inquiries, files, and compliance reporting following company policy and state requirements.
• Complete onboarding for newly appointed agencies, including documentation, system setup, status communications, timeline tracking, and issue escalation.
• Support agency scoring and tiering cycles by maintaining inputs, monitoring timelines, preparing outcomes and related forms, and communicating changes.
• Be a resource to Territory Managers and field staff by providing process guidance, meeting materials, procedural updates, training resources, and issue escalation.
• Coordinate agency-facing events, tradeshows, calendars, logistics, marketing materials, and work with external vendors and the Creative/Marketing team.
• Document and improve workflows, procedures, and operational tools; support training, special projects, and backup coverage across agency operations.
• Administer safety group programs by tracking participants, managing data, preparing reports, and communicating program requirements and updates.
• Administer dividend programs by preparing workflows, maintaining calculation and approval records, and coordinating with Finance and other internal partners for accurate distributions.

Requirements

• Bachelor's Degree in Business Administration, Insurance, Finance, or a related field or equivalent education, training, or experience.
• At least two years of related experience or equivalent education, training, or experience.
• Experience in a property & casualty insurance environment.
• Familiarity with insurance agency operations, compensation structures, or licensing processes.

Skills

Required

• Data integrity
• Compensation and licensing workflows
• Agency onboarding and segmentation
• Agency management systems
• Events and field support
• Report generation
• Data validation
• Escalation of discrepancies
• Documentation
• Process improvement
• Training support

Benefits

• Annual performance bonus and merit-based pay increase
• Lifestyle Savings Account ($1,000 per year)
• Automatic 4% employer contribution to retirement plan
• 401k plan with 100% employer match up to 6%
• Student loan repayment matching in 401k plan
• Three weeks’ time off for vacation
• Nine paid holidays and two personal days each year
• Day one health, Rx, vision and dental insurance
• Life and disability insurance
• Flexible spending account
• Pet insurance and pet Rx discounts
• Free on-site gym, fitness classes, and health and wellness resources
• Free identity theft protection
• Free student loan repayment and refinancing consultation
• Professional development and tuition reimbursement
• Employee referral bonus
• Free onsite snacks
• The base pay range is based on the market evaluation of the job and may include pay for multiple levels. Individual base pay within the range is determined by a variety of factors, including experience, performance, education, and demonstration of skills and competencies required for each role. Your recruiter can discuss the full value of our total compensation package with you, including our generous bonus plans and flex-hybrid work model.
• Base Pay Range: $37.02 - $45.73 Per Hour
• Texas Mutual’s flex-hybrid schedule allows you to bring your best self to work by working remotely and collaborating in the office based on business needs. All Texas Mutual employees are required to have Texas residency and travel to their designated office as needed.