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ATX Venture Partners
ATX Venture Partners
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Processor II, Insurance Operations



New York, NY, USA
Posted on Wednesday, August 16, 2023

Processor II, Insurance Operations

Remote  / Austin, TX  /  Full-time

As a Processor II, Insurance Operations at Assurely, you will perform administrative and underwriting support functions for the organization, reporting directly to the Manager, Insurance Operations. Your role will work closely with the Client / Advisory team to achieve and sustain the production, quality, and service goals of the department. Other primary responsibilities include project work.

This is an intermediate operation position that offers a unique opportunity for continued growth and insurance skill development, specifically in the start-up space. You'll be an integral part of our team, handling a variety of tasks that require attention to detail, strong organizational skills, and a passion for providing exceptional service to our clients and business partners.    

What we offer is a collaborative and inclusive work environment where ideas are sought for and valued. Are you a highly motivated individual? Do you seek a fast-paced environment and want to be a part of an exciting team that's making a significant industry impact? If so, please read on.

We are a group that is relentlessly resourceful with strong subject-matter expertise.  We are building the new normal for how insurance needs to adapt to the modern realities of today’s economy. Our team must trust you and you must trust them.  


  • Insurance Solution Placement (in collaboration with Client / Advisory team):

    • Application Review: Assist in reviewing insurance applications to ensure completeness and accuracy of information provided.

    • Risk Assessment: Assist in gathering and preparing relevant risk information, including financial and other pertinent documents.

    • Communication: Communicate with clients, agents, or carriers via phone or email to request additional information, clarify details, and resolve any discrepancies.

    • Documentation: Generate and distribute quotes, binders, policies, certificates, and endorsements, ensuring quality, accuracy, and timeliness.

  • Escalation Customer Service Support: Handle more complex inquiries from clients, agents, or other departments via phone or email, providing detailed information and resolution.

  • Claims Handling: Assist in the claims handling process, including receipt of first-notice of claim, information and documentation collection, coordination with claims adjustors, client communications and expectation, and file management.

  • Billing / Invoicing Monitoring: Provide support for billing and collection activities, including invoicing and payment processing of more complex accounts and issues. 

  • Process Improvement: Actively participant in ongoing efforts to create new operational processes and efficiencies and suggest improvements of pre-existing ones. 

  • Support: Provide guidance and support to junior processors and other team members.

  • Other tasks as assigned.


  • Bachelor’s degree in Business, Finance, Insurance, or another related field; or equivalent work experience.

  • 2+ years of experience in the insurance sector, in operations, claims, customer service, or sales.  

  • Familiarity with insurance products, terminology, and regulations.

  • Strong attention to detail and ability to work with precision through transactional tasks. 

  • Demonstrated organizational and time management skills; shown obsession with hitting deadlines and goals. 

  • Effective communication skills, both written and verbal. 

  • Enthusiasm for the insurance industry and willingness to learn and grow. 

  • Ability to work independently with direction as well as part of a diverse team. Demonstrated ability to lead or mentor junior processors or other team members.   

  • Customer-centric. 

  • Advanced proficiency in Microsoft Office Suite, Adobe Acrobat, and insurance-specific software with a willingness to learn.


Assurely creates and distributes insurance for changing industries and innovative companies. Assurely’s technology and data-driven platform offers both new, custom-built, and traditional insurance products designed to be embedded into marketplaces and SaaS platforms, or accessed directly by end insurance customers.  

The team has successfully been founders and/or key leadership at other successful InsurTechs before Assurely (Coterie, Lemonade, Pie Insurance, CoverWallet, Esurance, Intego) as well as held leadership roles at the incumbents (AIG, SwissRe, AXA XL, Aon, USI, Hartford, Chubb/Westchester, USAA) and is complimented from talent outside the industry (Google, Gusto, DoD Contractor, NerdWallet, among others). 

Insurance needs to adapt to changing industries, changing customers, and changing risks. Assurely was built specifically for this need.  

Assurely is the next generation of insurance.


People that do not see life and business as a zero-sum game will fit our culture.

Assurely is a collection of high-performing do-ers that strive to create value for every single stakeholder in the communities where we participate and in the industries where we operate.  

Our culture looks for fresh ideas, is not okay with the status quo, asks ‘why’, and relishes in helping others succeed. 


The compensation package is a combination of salary, business development-based compensation, equity, health insurance, and being part of the mission to create the future norm of the insurance industry.

Applicants must be authorized to work in the US as we are unable to sponsor.  

Assurely is an equal opportunity organization.


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