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Senior Operations Specialist - Insurance
Senior Operations Specialist - Insurance-March 2024
Charlotte
Mar 29, 2026
About Senior Operations Specialist - Insurance

  The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

  Need Help? (https://www.brainshark.com/bbandt/careers-site-faq)

  If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ([email protected]?subject=Accommodation%20request)

  (accommodation requests only; other inquiries won't receive a response).

  Regular or Temporary:

  Regular

  Language Fluency: English (Required)

  Work Shift:

  1st shift (United States of America)

  Please review the following job description:

  Provide guidance to teammates across the retail insurance organization, and to 3rd party vendors, in order to support firm growth and success. Manage projects geared toward meeting operational goals, adding efficiency, and driving excellence in client service and agency operations.

  ESSENTIAL DUTIES AND RESPONSIBILITIES

  Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  Serve as subject matter expert for questions related to systems, procedures, workflows, and resources.

  Develop, maintain, and monitor adherence to procedures, standards, and workflows.

  Build and maintain relationships across business units, carriers, vendors, and outsourcing partners.

  Proactively identify and generate efficiencies and cost savings.

  Identify line of business challenges, provide support, and follow through to resolution.

  Lead and participate in project groups, and collaborate with team members.

  Complete workload assessments for branch locations or third party partners to provide guidance and recommendations.

  Remain abreast of current trends in insurance client service operations, standards, applications, workflows, and tools in order to support creation of an evolving and future focused delivery of client service.

  QUALIFICATIONS

  Required Qualifications:

  The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  College Degree or equivalent education, training and work-related experience

  Five years of experience within the insurance industry

  Highly effective written and verbal communication skills

  Proven ability to act with responsiveness, urgency and professionalism in all matters while prioritizing responsibilities and proactively accomplishing goals

  Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

  Ability to work without direct supervision

  Preferred Qualifications:

  Knowledge of insurance specific systems and applicationsGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site (https://benefits.truist.com/)

  . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

  Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

  EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

  Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

  E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)

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