Business Operations Specialist

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Beacon Hill’s client is seeking a Business Operations Specialist to support end‑to‑end client implementations across credit insurance and property & casualty products. This role sits within a client operations administration and documentation team and plays a key role in ensuring accurate system setup, document production, and cross‑functional coordination.

This position is ideal for someone who enjoys variety, thrives in a fast‑paced and regulated environment, and can balance technical system work with detailed document editing and quality assurance.

Life insurance policy drafting, contract drafting, or legal writing (paralegal, etc.) experience preferred.

Key Responsibilities

• Provide quality assurance for new client setup, including system configuration, testing, and administration of insurance product programs
• Ensure premium remittance and claims systems are set up accurately with appropriate policy numbers
• Serve as a primary point of contact for clients, distribution partners, third‑party vendors, and internal teams regarding system and setup questions
• Partner with sales, underwriting, and implementation teams to ensure program details are complete and accurate prior to system setup
• Produce and review client-facing output to ensure quality and timely delivery of product documentation
• Coordinate with external forms vendors to ensure accurate reproduction, programming, and testing of documents

Required Qualifications

• Strong attention to detail and organizational skills
• Ability to manage multiple priorities and meet deadlines independently in a fast‑paced environment
• Strong customer service mindset with clear verbal and written communication skills
• Proficiency in Microsoft Excel; working knowledge of Word, PowerPoint, Outlook, and Adobe Acrobat
• Strong analytical and critical thinking skills with a high level of accuracy

Preferred Qualifications

• Experience with life insurance policy drafting, contract drafting, legal writing, or paralegal work
• Knowledge of insurance products and insurance administrative functions
• Experience in financial institution or regulated operations environments
• Familiarity with specialized document creation software (e.g., Liquid Office)

Technical & Professional Skills

• Strong problem‑solving skills and willingness to continuously learn
• Ability to take initiative, maintain a strong sense of urgency, and handle a broad range of responsibilities
• Comfortable learning new systems and software as needed

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