Insurance Operations Specialist
Location: Houston, TX (On-site)
Company: National Lenders General Agency, LLC
Do you thrive in a fast-paced, detail-driven environment? Are you passionate about delivering exceptional service while managing operational processes? Join the growing team at National Lenders General Agency (NLGA), a leading General Lines P&C Agency and MGA specializing in Collateral Protection Insurance (CPI), F&I products, and risk management solutions. We're expanding rapidly and are looking for an Insurance Operations Specialist to play a key role in client onboarding, reporting, and policy management.
About Us
National Lenders General Agency is headquartered in Houston (Clear Lake area) and operates in over 26 states. We partner with franchise and independent dealerships and finance companies to provide insurance and risk management tools that protect both their business and their customers. We’re passionate about helping our clients succeed—and we’re looking for dedicated professionals who share our mission.
Position Overview
As an Insurance Operations Specialist, you’ll support operational excellence through onboarding new clients, managing program documentation, and processing business reporting. You’ll work cross-functionally with clients, vendors, and internal teams to ensure data accuracy, compliance, and an outstanding client experience.
Key Responsibilities
Assist with new client onboarding and system setup
Program and update policies in internal and third-party software systems
Prepare onboarding packages and conduct client training on claims and reporting
Manage and process client business reporting (bi-monthly), including formatting Excel data for submission
Troubleshoot and resolve processing errors with vendors
Draft, review, and process policy documents, including agreements, renewals, endorsements, and cancellations
Review and approve CPI placement notification letters
Generate monthly premium statements and assist with client collections
Provide claims support, including initiating payments in QuickBooks
Foster strong client relationships and maintain a high level of service
Qualifications
Minimum 2 years of experience in a fast-paced operations or administrative environment
Proficient in Microsoft Excel and Word; QuickBooks experience preferred
Strong attention to detail and ability to manage multiple priorities
Excellent communication and organizational skills
Able to work independently with minimal supervision
Experience in an insurance agency, carrier, or claims environment is a plus
Bilingual (English/Spanish) is a plus
Requirements
High school diploma or equivalent required; college degree preferred
Must be authorized to work in the U.S.
Background check required
Compensation & Schedule
Hourly Rate: Competitive, based on experience
Schedule: Full-time, Monday–Friday (on-site in Houston)
Benefits
Medical, Dental, Vision, Life Insurance
Short and Long-Term Disability
401(k) with company match
Paid Time Off (PTO)
Paid Holidays
Why Join National Lenders General Agency?
At NLGA, we believe in doing things the right way—with integrity, innovation, and accountability. You’ll be part of a team that values transparency, encourages personal growth, and celebrates success. If you're ready to grow your career in a dynamic, mission-driven company, we’d love to hear from you.
Apply Today
If you’re ready to make an impact and grow with us, apply now. Qualified candidates will be contacted for a phone interview. National Lenders General Agency is proud to be an Equal Opportunity Employer and a drug-free workplace.