Job Title: Operations Specialist

Job Description

We are seeking a highly organized, detail-oriented, and tech-savvy Operations & Project Support Specialist to join our team in Airmont, NY. This is a full-time, in-office role supporting the internal operations of a growing life insurance agency. You will help manage workflows, support key projects, maintain system accuracy, and assist with light executive-level administrative support.

Responsibilities

• Track and manage operational tasks using project management tools like Asana.
• Maintain CRM and internal systems (e.g., SmartOffice, Asana) with accurate and updated information.
• Coordinate cross-departmental projects and timelines.
• Help build and maintain SOPs and internal process documentation.
• Provide light executive support including calendar organization, meeting preparation, and follow-up tracking.
• Support general office organization and day-to-day team coordination.

Essential Skills

• Operations planning
• Reporting
• Administrative support
• Proficiency in Microsoft Office Suite, including Excel
• Multitasking abilities
• Accounting knowledge

Additional Skills & Qualifications

• Degree in business administration, finance, or a related field
• 3+ years of operations experience

Work Environment

The work schedule is Monday through Friday, 8 AM to 5 PM, with an early finish at 3 PM on Fridays for religious observance. The company is a mid-size insurance brokerage with approximately 10 people in the office and over 30 salespeople in the field. The organization promotes a supportive company culture, with potential for career advancement to roles such as COO over time. Benefits include health, dental, disability, and life insurance, 28 PTO days, and an education/professional development allowance. Employees are also paid for religious holidays when the business is closed for observance.