Insurance Operations Specialist


National Lenders
Houston, Texas
Locations: Houston
Posted On: August 20, 2025

Insurance Operations Specialist

Location: Houston, Texas, United States (On-site)
Company: National Lenders General Agency, LLC
Pay Range: $24–$28 per hour 


About Us

National Lenders General Agency (NLGA), headquartered in the Clear Lake area of Houston, is a rapidly growing risk management solutions provider. We specialize in Collateral Protection Insurance (CPI) and F&I Products and Services for independent automotive dealerships and finance companies. As part of the MEI Group USA, based in Arlington, TX, we have a strong presence in Texas and offer our services nationwide.

We are passionate about equipping automotive finance providers with smart, cost-effective tools to manage risk. We’re currently looking to add a talented team member to our Operations team in Houston to help continue our growth and deliver exceptional service to our clients.


Position Overview

We are seeking an Insurance Operations Specialist to join our team in Houston. This role is open due to a staff replacement and will be key in managing business reporting, client onboarding, policy documentation, and more.

The ideal candidate is a “go-getter”—someone with a proven track record of thriving in a fast-paced environment, managing multiple priorities efficiently, and contributing positively as both a team player and an independent contributor. Strong time management, communication, and attention to detail are essential.


Key Responsibilities

Client Onboarding & Support

  • Prepare onboarding packages for prospective clients

  • Set up new policies, renewals, and structural changes in internal systems

  • Collaborate with third-party vendors to implement complex client setups

  • Conduct client training on claim filing and reporting processes

  • Build and maintain strong client relationships to ensure high satisfaction

Policy & Program Management

  • Draft and manage client program agreements and policy documents

  • Process renewals, endorsements, and cancellations

  • Review and approve CPI notification letters before they are sent to customers

Reporting & Data Management

  • Process bi-monthly client business reporting files

  • Use Excel to prepare and validate data submissions for software vendors

  • Troubleshoot errors and work with vendors to ensure accurate data processing

Billing & Invoicing

  • Assist with monthly premium statements and follow up on payments as needed

  • Prepare and manage invoices for ancillary services

  • Reconcile and track vendor invoices

Claims Support

  • Assist in processing client claims

  • Initiate payments using QuickBooks


Qualifications

  • Minimum 2 years of experience in a business operations or administrative role

  • Strong proficiency in Microsoft Excel and Word; QuickBooks experience preferred

  • Highly organized, detail-oriented, and capable of managing multiple priorities

  • Strong team player with excellent communication skills

  • Able to work independently and meet deadlines with minimal supervision

  • Experience in insurance operations or claims (carrier or agency) is a plus

  • Bilingual in Spanish is a plus

  • Ability to obtain a Texas claims adjuster license (training & resources provided)


Compensation & Benefits

  • Hourly Pay: $24–$28/hour 

  • Additional benefits and details available during the interview process


If you're a motivated, organized professional looking to make an impact in a growing company, we’d love to hear from you.

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