Careers

Location: Mountain View, CA or Remote

About Flow Specialty

At Flow, AI isn't just a feature—it's the core of everything we do. We are transforming the wholesale insurance industry by building a futuristic insurance brokerage where AI powers every aspect of the experience. With advanced AI features already live in production and actively used by our brokers, we are pioneering Wholesale 3.0, equipping brokers with cutting-edge tools to provide unparalleled service.

We are creating an ecosystem of AI agents designed to streamline processes and enhance decision-making in the insurance landscape. The industry relies heavily on text—emails, files, and documents—making Generative AI a perfect fit for solving its challenges. Flow leverages AI to deliver meaningful insights, deep analysis, and white-glove support for every transaction, no matter the deal size. By combining human expertise with Platformless AI, we are bringing back the art of wholesale insurance while eliminating the need for outdated portals.

In the past seven months, we’ve grown 250% month-over-month(!) and are forecasting even more massive growth.

We’re a Series A startup with over $20M raised from top investors like Lightspeed, MunichRe Ventures, and industry angels.

The Role

As our Brokerage Operations Associate, you'll be at the forefront of building and shaping the success of our team. Acting as a key liaison between accounting, production, and leadership, you'll help create seamless billing processes, streamline payment reconciliation, and ensure compliance with surplus lines filing requirements. You'll take ownership of managing in-force policy operations, including document processing, policy issuance, and service requests, while actively identifying and driving process automation initiatives to establish a more efficient, producer-centric workflow.

With your strong organizational skills, attention to detail, and collaborative approach, you'll play a critical role in building and enhancing our operational framework, ensuring both regulatory compliance and operational efficiency.

Qualifications and Skills

Experience and Knowledge:

• Minimum of 4 years of proven experience in accounting, billing, or production support roles within the insurance industry
• Familiarity with surplus lines filing requirements and state-level insurance regulations is a strong plus.

Technical Proficiency:

• Competency with accounting systems, billing software, and general office tools.
• Ability to manage and process policy-related documents accurately and efficiently.

Organizational and Project Management Skills:

• Strong organizational skills, with the ability to prioritize and manage multiple tasks and projects simultaneously.
• Experience identifying opportunities for automation and implementing process improvements.

Collaboration and Communication:

• Strong interpersonal skills, with a proven ability to work effectively in a team-oriented environment.
• Excellent communication skills for engaging with internal teams, external customers, and third-party vendors.

Detail Orientation:

• Meticulous attention to detail, particularly when handling financial records, state filing documents, and policy-related tasks.

Problem-Solving and Adaptability:

• Capacity to address and resolve billing, payment, and policy-related inquiries.
• Flexibility to adapt to evolving state regulations and workflow updates.

What you’ll get:

• Thrive in an exciting hyper-growth startup where your contributions shape the future of insurance
• If located in the area, you have the opportunity to work in the heart of innovation at our vibrant office in Mountain View, CA
• Unlimited PTO
• Comprehensive Health, Dental and Medical Benefits
• Option Grants

At Flow Specialty, your experience is rewarded with a competitive annual base determined by a variety of factors including: years of experience, market data, location and domain knowledge. Our commitment to recognizing your hard work extends to providing you valuable option grants that contribute to your overall success.