Commercial Operations Support Analyst chez Equal Parts

Description

Centralized Shared Services • Full-Time & Part-Time Options Available

About the Role

The Commercial Operations Support Analyst plays a key role on Equal Parts’ centralized shared-services team. This position owns the end-to-end renewal workflow and day-to-day policy servicing for commercial P&C accounts across all Equal Parts sub-agencies.

You’ll act as an individual contributor while also coordinating work across our BPO partners to ensure high-quality, on-time execution. Success in this role directly improves retention, client satisfaction, and operational leverage across our agency network.

Requirements

Commercial Renewals (Primary Ownership)

• Own the full renewal lifecycle for commercial accounts, including data gathering, marketing prep, quoting, proposal assembly, and binding.
• Review expiring policies for accuracy, gaps, and market placement opportunities.
• Coordinate with producers and account managers to confirm renewal strategy and appetite.
• Manage carrier submissions, follow-ups, and documentation through completion.
• Prepare renewal proposals, coverage comparisons, and summaries for client delivery.
• Track and report renewal status KPIs across all sub-agencies.
  

Policy Servicing & Support

• Process endorsements, certificates, evidences of insurance, auto ID cards, and other routine service requests.
• Handle mid-term policy updates, document management, and coverage questions.
• Maintain data accuracy across AMS, carrier portals, and internal systems.
• Support new business onboarding tasks that require accuracy or repeatability.
• Triage and escalate complex service issues to the appropriate producer or manager.
  

BPO Coordination

• Assign, QA, and manage workflows with BPO teams supporting renewals and service tasks.
• Serve as the internal point of contact for BPO escalations, questions, and clarifications.
• Own process documentation and updates to ensure BPO partners execute consistently.
• Monitor turnaround times, accuracy rates, and capacity utilization across BPO workstreams.
• Identify opportunities to automate or offshore recurring tasks.

Success Metrics

• Renewal timeliness and completion rate
• Net dollar retention & account retention
• Accuracy/QA scores on BPO work
• SLA adherence for service tasks
• Reduction in producer/admin time spent on renewals or routine servicing

Benefits

For eligible employees - Equal Parts offers a comprehensive benefits package designed to support your health, well-being, and financial stability.

• Major Medical Health Insurance – Robust medical coverage with employer contributions toward premiums.

• Voluntary Benefits – Access to dental, vision, supplemental life, disability, accident, and other optional coverages.