Claims & Operations Representative

Job description

Will you be our next Claims & Operations Representative?


Do you have a passion for working in the insurance industry? Do you have experience collecting and submitting claims with insurance carriers? Do you like working with numbers and have a grasp on financing works? Are you that super organized person who loves to keep everything in order and help keep all the details in order? Do you work in an insurance agency where they do everything “just like everyone else” and wish you could think outside the box? We may have the perfect opportunity for you!


What will the Expectations of this Role be?

Blue Lime Insurance Group has created a NEW position in our agency for someone to manage the claims for our accounts. You will be tasked with creating a seamless experience for our customers, as well as the carriers when submitting a claim, communicating before, during and after a claim, and following the strict guidelines our customers expect when it comes to this process. As an independent commercial agency, we do not do the claims adjusting or determining a claim’s outcome, so we can be an advocate for our customer, making it easy and understandable for them. This position will also carry some other minor tasks within out agency and be somewhat of a “swiss army knife” of our office. We also have an in-hour premium finance operation that you would be tasked with managing the processing of finance agreements, applying and collecting payments, and fulfilling reporting needs. This part of the job should be no more than 1/3 of your time each day. In addition to claims processing and financing operations, you will also be tasked with various other minor administrative tasks such as certificate orders, customer service, document management, among other tasks as workload permits. 

  What Qualities will the best candidates have for this position?

  • An amazing team-oriented attitude! Egos, negative-nellies or debbie-downers need not apply!
  • 1-2 years’ experience managing claims at an agency or insurance company.
  • Strong ability to find solutions autonomously. Self-starter.
  • Solution focused attitude and great communication skills as you would be working with both internal and external customers.
  • Experience in premium financing not required, but you would need great working knowledge of how loans and financing works and great statistical and data entry skills
  • The ability to explain complex insurance processes such as how claims work and how premium financing works, to small and large groups of customers in both technical and non-technical fashion.
  • Experience working in agency management systems like EPIC, TAM or AMS360 and good skills with Microsoft Excel.
  • Valid Texas Property & Casualty General Lines license will be required or must be immediately acquired.


Who is Blue Lime Insurance Group?

Blue Lime Insurance Group is a niche commercial insurance agency that does only one thing – and does it well! – homeowners association insurance. The company was launched by professionals in the HOA industry because of the need for more expertise and more options. We now need a leader to take this challenge and bring the company to the next level. Additionally, we operate our own premium finance business in house, which would also fall under this position’s leadership. Blue Lime is operated by OrangeBox Enterprises, an executive management group that oversees the operation of a number of HOA-related businesses.


Why are OrangeBox’s companies becoming the next destination workplace for highly motivated professionals?

  • Best Places to Work Award winner for the past 12 years!
  • Full suite of benefits, PTO, 401k, etc.
  • Fanatic focus on an employee-centric culture
  • Growth opportunities with Career Track program
  • Fun, engaging, challenging and rewarding environment

Compensation: $36,000 to $40,000 annually - determined by experience 

Benefits include a competitive medical, dental and vision plan in addition to an in-office company paid medical clinic for our employees.


Please visit for a description of the benefits and more about our being a part of our team!