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 tot his job Apply To this Job