Operations Support Specialist - Remote

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If you are looking for a career where you are helping people and businesses thrive, even during times of uncertainty, OneDigital is the right career for you.

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Summary: 

The Operations Specialist plays a crucial role in supporting the P&C Practice’s operational efficiency, ensuring smooth process and procedures, responsible for assisting the team with data management, and supporting end users.  The Specialist will help the National P&C Team be more productive and effective by maintaining responsibility for key assignments, projects, planning, and support.  This role requires a solution-oriented mindset, strong initiative, and the ability to take an idea from initial concept through to delivery. The ideal candidate is a strategic thinker, natural builder, and proactive problem-solver who thrives in a fast-paced environment and is committed to operational excellence. 

Essential Duties and Responsibilities: 

• Complete regular audits of workflows, best practices, and standard processes; update as needed, document findings, and maintain a regular audit cadence. 

• Create and distribute reports to local and national teams; analyze data to determine accuracy, consistency, and actionable insights. 

• Serve as a subject matter expert for questions related to systems, procedures, workflows, and operational resources. 

• Cultivate and deepen relationships with internal and external stakeholders, cross-departmentally and with vendors and carrier partners. 

• Ensure compliance with industry regulations and OneDigital Best Practices; champion data integrity and quality control standards. 

• Engage in operational efficiency initiatives at varying levels — leading projects end-to-end, contributing as a project team member, or owning the operational handoff from project management to ensure successful implementation and sustainment. 

• Provide administrative coordination and project support to the P&C national leadership team. 

• Review data and take actionable steps to maintain accurate records in Applied Epic, including data entry and data clean-up. 

• Own and manage operational tools such as Ennabl; serve as a go-to resource for system fluency, troubleshooting, and team enablement. 

• Lead and manage the consolidation process, ensuring accuracy and efficiency across workflows. 

• Support and coordinate Business Process Outsourcing (BPO) functions, including oversight of outsourced workflows and quality review. 

• Monitor adherence to established procedures and standards; identify line-of-business challenges and follow through to resolution. 

• Identify