CareerPlan

Operations Specialist

Santa Ana, CA, USFull-time2026-10-24 → 2026-11-09
Based in United States

Core

Client-facing operations specialist supporting claims administration, acting as a liaison between carriers, underwriters, and claim handlers to ensure accurate data exchange and program compliance.

Role type

Operations Specialist (Claims Administration)

Builds

Claims data accuracy, program guideline adherence, and operational efficiency for insurance carriers.

Domain

Insurance / Claims Administration

Deliverable

dashboards & analysis

Required skills

Claims administration, carrier communications, data management, program guideline maintenance, reporting, quality assurance, document management, insurance terminology, claims processes, organizational skills, attention to detail, Microsoft Office proficiency, claims management systems.

Preferred skills

Delegated authority experience, TPA/MGA/Carrier program experience, bordereau reporting, KPI monitoring, specialty insurance programs, transportation/environmental claims.

Responsibilities

Serve as primary operational contact for carriers and stakeholders; coordinate with underwriting teams for risk codes and policy info; review and enter new claims data into management systems; maintain program guidelines and workflows; monitor KPIs and bordereau reporting; support audits, file reviews, and data validation; provide Medicare compliance and OFAC checks; act as file closer for settled claims.

Seniority

Individual Contributor