Operations Specialist

Job Description

Job Description

About ECBM

ECBM is a distinguished, family-owned and privately-operated insurance brokerage and consulting firm that has served clients for over 50 years. Based in Media, PA, with additional Pennsylvania locations, our sole mission is to serve our clients and employees-not shareholders-ensuring a transparent and client-first approach.

We specialize in complex insurance solutions across Commercial Lines, Workers' Compensation, Employee Benefits, and Cyber Liability. ECBM operates on core values of Empathy, Loyalty, Accountability, Tenacity and Energy , which drives our team to provide the highest level of service and problem-solving for client challenges. We are proud to have been a Best Place to Work in Insurance recipient for eight consecutive years.

The Role

The Operations Specialist is an execution-focused role integral to achieving operational excellence, quality control, and streamlined service delivery across ECBM's business units. This position supports the Director of Operations by driving the implementation of efficiency initiatives and ensuring the accurate, timely execution of core brokerage workflows. The Specialist acts as a critical link between the brokerage, service teams, vendors and technology systems, ensuring adherence to internal procedures and regulatory compliance standards.

Key Responsibilities

1. Process Execution and Quality Control

• Daily Workflow Management : Execute and monitor routine operational processes, including daily policy download monitoring, exception reporting, and troubleshooting system issues to maintain continuous workflow.
• Quality Assurance : Perform systematic quality control (QC) checks on policy issuance, client documentation, and internal records to ensure data accuracy and adherence to ECBM's standards.
• Compliance Support : Support efforts to ensure operational procedures comply with all regulatory requirements and internal policy / procedure documents, including assisting with the maintenance of the procedure / how-to manual.

2. Operational Improvement and Technology

3. Special Projects and M&A Support

Qualifications and Experience

Benefits

ECBM offers a competitive total rewards package, reflecting our commitment to our employees :