Program Operations: Own the daily, weekly, and monthly operating rhythm across onboarding, workshops, content, compliance, reporting, and issue resolution, keeping concurrent workstreams on track to SLA.
Onboarding & Platform Setup: Execute end-to-end onboarding for agents and employer groups: intake surveys, file uploads and handoffs to systems and partners, and email domain configurations.
Workshop Coordination: Manage workshop scheduling and logistics, maintain the workshop tracker and educator locator, and coordinate deck audits ahead of delivery.
Content & Compliance Submissions: Maintain the centralized content library and submission tracker, perform CMS and workshop deck content reviews, and support compliance submissions against filing deadlines.
Reporting & Data Integrity: Produce recurring reporting across agent, licensure, compliance, employer, and workshop views, and ensure process and system integrity through routine auditing.
Issue Resolution: Own the program inbox and issue intake queue, triage and resolve requests to closure, and scale the issues management framework.
Process Documentation & SME: Grow into SME for supported platforms and processes; document processes and SLAs into a single source of truth.
Process Enhancements: Identify automation and efficiency opportunities and support requirements gathering for platform and process improvements.
Requirements:
Minimum 3 years in program operations, project management, or process management role.
Strong project and process management skills, with proven ability to run concurrent recurring deliverables to defined SLAs.
Exceptionally detail-oriented, with strong proofreading and content review skills.
Data-driven mindset as applied to reporting, tracking, and audit of program records.
Demonstrated experience documenting processes and designing workflows.
Strong communication skills.
Preferred Skills:
Highly organized with a bias toward action and a solution-focused approach to problem-solving.
Technologic aptitude to have comfort leveraging operating platforms such as Microsoft Office (advanced Excel), Qualtrics, Calendly, CMS/content platforms, JIRA, and AI tools.
Client-focused communicator able to work across compliance, product, and field-facing teams.
Preference of experience within insurance, financial services, or other regulated industries.
Numbers & Facts
Location
New York, NY
Salary
$40–$45 Per Hour
Skills
Artificial Intelligence (AI)unmatched
Atlassian JIRAunmatched
Auditingunmatched
Automationunmatched
Communication Skillsunmatched
Consultingunmatched
Content Management Systems (CMS)unmatched
Customer Relationsunmatched
Data Qualityunmatched
Detail Orientedunmatched
Documentationunmatched
Email Management/Administrationunmatched
Financial Servicesunmatched
Insuranceunmatched
Licensing Complianceunmatched
Logisticsunmatched
Microsoft Excelunmatched
Microsoft Officeunmatched
Onboardingunmatched
Operations Managementunmatched
Organizational Skillsunmatched
Problem Solving Skillsunmatched
Process Improvementunmatched
Process Managementunmatched
Project/Program Managementunmatched
Proofreadingunmatched
Reporting Skillsunmatched
Requirements Managementunmatched
Schedule Developmentunmatched
Service Level Agreement (SLA)unmatched
Systems Administration/Managementunmatched
Time Managementunmatched
Training/Teachingunmatched
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