Interim Insurance Operations & Workflow Specialist (Monday CRM + Benefits Admin) - Contract to Hire
We are a U.S.-based insurance and risk advisory firm seeking an interim operations specialist to support day-to-day execution while helping us build scalable workflows for 2026.
This role is systems-focused, client-facing at times, and requires clear, professional spoken English. You will work closely with leadership to organize insurance data, build workflows in Monday CRM, support benefits administration using Ease, and manage calendar coordination tied to renewals, enrollments, and client meetings.
This is not a basic virtual assistant role.
Key Responsibilities
Build and maintain workflows in Monday CRM
Organize and manage insurance policy data, including:
Policy numbers
Effective and expiration dates
Limits, deductibles, and retentions
Track renewal timelines and follow up with carriers and clients
Support benefits administration using Ease
Maintain and reference carrier contacts, client master data, and standardized templates
Follow and improve established file organization and naming conventions
Provide calendar support, including:
Scheduling client calls, renewals, and carrier meetings
Coordinating internal deadlines and follow-ups
Ensuring renewals, enrollments, and key milestones are properly calendared
Document SOPs and workflows as they are executed
Assist with occasional client phone calls or meeting coordination
Act as an operational extension of leadership
Who This Role Is For
This role is ideal for someone who:
Has familiarity with U.S. insurance processes (P&C, benefits, or agency operations)
Understands that insurance policies have:
Policy numbers
Start and end dates
Coverage limits and deductibles/retentions
Enjoys organizing structured, detail-heavy information
Thinks in systems, checklists, and workflows
Is comfortable managing calendars and priorities
Can work independently and communicate clearly with U.S.-based clients
Required Skills
Strong organizational and follow-up skills
Experience with CRMs or workflow tools (Monday preferred)
Comfort working with structured insurance data
Calendar coordination and scheduling experience
Clear, professional written and spoken English
Ability to handle confidential client and carrier information
Availability during U.S. Eastern Time business hours (with overlap)
Nice to Have (Strongly Preferred)
Prior work in:
Insurance agencies
Benefits administration
Legal, financial, or compliance-driven environments
Familiarity with:
Carrier portals
Policy documentation
Benefits enrollment and termination processes
Experience documenting SOPs or operational workflows
Location Requirements (PLEASE READ CAREFULLY)
Due to client-facing responsibilities, calendar coordination, and occasional phone work with U.S.-based clients, we are only considering candidates located in the following countries:
United States
Canada
Costa Rica
Mexico
Colombia
El Salvador
South Africa
Peru (ops-heavy / limited phone work)
Ecuador (ops-heavy / limited phone work)
Argentina (backend operations / limited phone work)
Chile (operations and systems focused)
Australia (systems, documentation, and ops-focused roles)
Applicants located outside of these countries will not be considered.
Engagement Details
Interim / contract role
Remote
20–30 hours per week to start
Potential for extension or longer-term engagement
Hourly rate based on experience and location
How to Apply
Please include:
A brief overview of your experience with insurance, benefits, or professional services operations
An example of a workflow, system, or process you’ve built, supported, or improved
Confirmation that you are comfortable with calendar coordination and occasional client calls in English
Applications without these details will not be considered.
Engagement Details
Interim / contract role
Remote
20–30 hours per week to start
Potential for extension or longer-term engagement
Hourly rate based on experience and location
How to Apply
Please include:
A brief overview of your experience with insurance, benefits, or professional services operations
An example of a workflow, system, or process you’ve supported or improved
Confirmation that you are comfortable with calendar coordination and occasional client calls in English
Applications without these details will not be considered.
Apply Now
Apply Now
This role is systems-focused, client-facing at times, and requires clear, professional spoken English. You will work closely with leadership to organize insurance data, build workflows in Monday CRM, support benefits administration using Ease, and manage calendar coordination tied to renewals, enrollments, and client meetings.
This is not a basic virtual assistant role.
Key Responsibilities
Build and maintain workflows in Monday CRM
Organize and manage insurance policy data, including:
Policy numbers
Effective and expiration dates
Limits, deductibles, and retentions
Track renewal timelines and follow up with carriers and clients
Support benefits administration using Ease
Maintain and reference carrier contacts, client master data, and standardized templates
Follow and improve established file organization and naming conventions
Provide calendar support, including:
Scheduling client calls, renewals, and carrier meetings
Coordinating internal deadlines and follow-ups
Ensuring renewals, enrollments, and key milestones are properly calendared
Document SOPs and workflows as they are executed
Assist with occasional client phone calls or meeting coordination
Act as an operational extension of leadership
Who This Role Is For
This role is ideal for someone who:
Has familiarity with U.S. insurance processes (P&C, benefits, or agency operations)
Understands that insurance policies have:
Policy numbers
Start and end dates
Coverage limits and deductibles/retentions
Enjoys organizing structured, detail-heavy information
Thinks in systems, checklists, and workflows
Is comfortable managing calendars and priorities
Can work independently and communicate clearly with U.S.-based clients
Required Skills
Strong organizational and follow-up skills
Experience with CRMs or workflow tools (Monday preferred)
Comfort working with structured insurance data
Calendar coordination and scheduling experience
Clear, professional written and spoken English
Ability to handle confidential client and carrier information
Availability during U.S. Eastern Time business hours (with overlap)
Nice to Have (Strongly Preferred)
Prior work in:
Insurance agencies
Benefits administration
Legal, financial, or compliance-driven environments
Familiarity with:
Carrier portals
Policy documentation
Benefits enrollment and termination processes
Experience documenting SOPs or operational workflows
Location Requirements (PLEASE READ CAREFULLY)
Due to client-facing responsibilities, calendar coordination, and occasional phone work with U.S.-based clients, we are only considering candidates located in the following countries:
United States
Canada
Costa Rica
Mexico
Colombia
El Salvador
South Africa
Peru (ops-heavy / limited phone work)
Ecuador (ops-heavy / limited phone work)
Argentina (backend operations / limited phone work)
Chile (operations and systems focused)
Australia (systems, documentation, and ops-focused roles)
Applicants located outside of these countries will not be considered.
Engagement Details
Interim / contract role
Remote
20–30 hours per week to start
Potential for extension or longer-term engagement
Hourly rate based on experience and location
How to Apply
Please include:
A brief overview of your experience with insurance, benefits, or professional services operations
An example of a workflow, system, or process you’ve built, supported, or improved
Confirmation that you are comfortable with calendar coordination and occasional client calls in English
Applications without these details will not be considered.
Engagement Details
Interim / contract role
Remote
20–30 hours per week to start
Potential for extension or longer-term engagement
Hourly rate based on experience and location
How to Apply
Please include:
A brief overview of your experience with insurance, benefits, or professional services operations
An example of a workflow, system, or process you’ve supported or improved
Confirmation that you are comfortable with calendar coordination and occasional client calls in English
Applications without these details will not be considered.
Apply Now
Apply Now