Brief Description
YOUR ROLE The Operational Support Specialist (OSS) Manager is the frontline people leader and operational owner behind Bold Penguin’s agent support experience. The OSS Manager leads and coaches the Operational Support Manager team, ensuring agents receive fast, accurate, and friction-free support while backend operational workflows are executed consistently and to a high standard. This role sits at the intersection of customer support leadership, process optimization, SLA performance ownership, workflow health, quality control, and continuous improvement across the OSS function.
The OSS Manager partners closely with Customer Success, Compliance, Carrier Ops, Product, and Engineering to maintain operational excellence, remove friction, and scale a seamless agent experience.
What You'll Do
Team Support Performance &
Issue Resolution
Lead real-time agent support across live chat, email, and case management
Monitor queues, response times, and backlog health to ensure SLA performance
Coach OSS team members on troubleshooting platform issues, including those related to submissions, logins, integrations, and API errors
Serve as an escalation point for complex technical and operational blockers
Ensure clear documentation and communication standards across all cases
Operational Execution &
Workflow Health
Oversee carrier appointment processing and market access workflows, ensuring accuracy and efficiency
Ensure data corrections and backend fixes are completed promptly and correctly
Proactively identify workflow bottlenecks and redistribute workload as needed, maintaining predictable throughput and low backlog across OSS operations
Workflow Quality &
Continuous Improvement
Audit OSS work for accuracy, completeness, and SOP adherence
Reduce rework, errors, and avoidable escalations through coaching and process refinement
Identify recurring friction points impacting agents or internal teams
Contribute to SOP updates, training materials, and knowledge base improvements
Collaboration &
Service Excellence
Partner with Carrier Ops, Product, and CS to improve workflows, tooling, and user experience
Own escalation handoffs and resolution timelines across teams
Ensure service-level goals for responsiveness, accuracy, and resolution are consistently met
Foster a calm, solutions-focused, and customer-first support culture
Represent OSS in operational reviews and cross-team planning sessions
Requirements
YOUR LOCATION
This is a fully remote role, with the exception of onboarding and optional in-office events.
Skills &
Experience
7+ years of experience in a customer support role
3+ years of experience leading support teams in fast-paced environments
Experience in establishing and direct management of support operations using FIN (Intercom) is strongly preferred
Strong people leadership, coaching, and performance management skills
Excellent multitasking, prioritization, and operational problem-solving ability
Proficiency with Google Suite, ticketing systems, CRMs (Salesforce preferred), and chat platforms
Highly detail-oriented with a strong quality control mindset
Comfortable navigating technical issues and backend workflows
Commercial insurance operations and/or SaaS support experience strongly preferred
Self-motivated, action and results-oriented
Exceptional written and verbal communication
Bachelor’s degree or equivalent practical experience
Physical Requirements
Must be able to sit/stand/walk for prolonged periods of time, (up to 8 hours per day) at a desk working on a computer.
Must be able to use standard office equipment for extended periods of time, including but not limited to, a mouse, keyboard, phone and video conferencing.
Must be able to travel to the Bold Penguin office in Dublin, Ohio for New Hire Onboarding &
Orientation (2 days, 2 nights); travel costs are covered by Bold Penguin.
Must be able to travel occasionally for corporate events and team planning sessions.
Summary
Bold Penguin is the premier digital broker for commercial insurance. Their technology expands top-of-funnel demand and increases yield for enterprise partners. Through digital distribution, wholesale capabilities, and AI-driven insights, they transform the lifecycle of both simple and complex risks, from prospecting to placement.
Benefits
We offer competitive compensation and progressive benefits that include:
Medical, Dental, and Vision
Flexible PTO Policy
401(k) with a company match
Employee Assistance Program
Parental Leave
Disability and Life Benefits
Stay connected to the Glacier. We have great SLACK channels for work and play. We also like to video conference and hold all-hands "Waddles" regularly.
Penguin bling. Like swag themed after a certain Antarctic bird? Just. You. Wait.
Bold Penguin believes in inclusion. That’s why we’re proud to be an equal opportunity employer that considers all qualified applicants regardless of race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. To learn more about our results-focused culture and employee-focused perks, read more on our careers page.