Operations Lead - Insurance

Role overview

Our client is  seeking Operations Lead to own and grow relationships between distribution partners (agents, agencies) and managing carriers within a fast-growing travel Insurtech organization.

This role is accountable for executing & continuously improving a scalable external partner operating model across onboarding, documentation handoffs, communications, escalations, and feedback loops—so partner work is consistent, fast, and not dependent on individual people.

This is a hands-on, execution-focused role for someone who is proactive, decisive, and comfortable working independently while managing multiple stakeholder relationships.

You’ll work closely with internal teams (Operations, Support, Sales/Marketing, Product, and Implementation) and external partners to ensure carrier launches, product/plan updates, and agent onboarding run smoothly—without requiring executive involvement for everyday decisions.

Required skills & qualifications:

Required skills:

·         Ability to communicate clearly across email, meetings, and in-person settings, and to produce high-quality playbooks, guides, and partner-facing documentation.

·         Strong stakeholder management; able to influence without authority internally and externally.

·         Sound judgment: able to summarize risks, tradeoffs, and decisions when escalating is needed.

·         Ownership mindset and bias for action; comfortable operating under ambiguity and iterating toward scalable processes.

·         Demonstrated ability to effectively manage multiple concurrent tasks and competing priorities in fast-paced environments while maintaining accuracy and attention to detail.

·         Highly organized professionals with strong workflow management skills, capable of executing assignments efficiently and delivering high-quality work under tight deadlines.

Required qualifications:

·         4–6 years of professional experience in operations, account management, partnerships, implementation operations, or similar cross-functional roles involving external partners.

·         Experience working with agents, carriers, or other regulated partners (insurance or Insurtech environment preferred).

·         Proven exposure to structured onboarding processes, partner lifecycle management, and cross-functional coordination.

·         Excellent written and verbal communication skills.

·         Strong execution mindset with ability to work independently.

·         Proactive, solution-oriented, and relationship-driven approach.

·         Ability to work onsite in Santa Clara, CA.

·         4–6 years of relevant experience.

Technical & Systems Proficiency:

·         Hands-on experience using CRM platforms such as HubSpot (or similar systems) for tracking communications, KPIs, and partner activity.

·         Experience building dashboards, tracking performance metrics, and driving process improvements based on data.

Preferred qualifications:

·         Insurance/Insurtech experience strongly preferred, active insurance license a plus.