Lamb

Overview

The Operations Technical Support Associate executes foundational operational workflows across the policy lifecycle within Applied EPIC, supporting the Service organization by processing new business, renewals, endorsements, audits, cancellations, reinstatements, certificates, carrier document intake, and billing transactions.

About Lamb

Lamb is the leading commercial insurance broker dedicated to non-profits and social services organizations nationwide. Lamb is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement.

Requirements & Eligibility

• Commercial insurance experience is not required; prior insurance experience may be considered for candidates transitioning into Operations.
• Proficiency in Microsoft Office (Outlook, Excel, Word).
• Strong technical aptitude and ability to learn Applied EPIC and internal workflow systems.
• Ability to follow structured processes and maintain high data accuracy.
• Comfort working in a high-volume, deadline-driven environment.

Key Responsibilities

• Process new business, renewals, endorsements, audits, cancellations, and reinstatements for accounts.
• Support direct bill and all agency bill types of billing structures as assigned.
• Maintain accurate policy records, documentation, and activities in Applied EPIC in accordance with OTech standards.
• Review carrier-issued policies, invoices, and notices to ensure accurate and timely data entry.
• Issue Certificates of Insurance, Evidence of Property (EOPs), and Auto ID cards using CSR24 and EPIC.
• Follow established documentation standards, naming conventions, and attachment protocols.
• Enter Daily work on a Production Tracker.
• Participate in workflow documentation updates and operational enablement initiatives as assigned.