Trucordia
Insurance Brokerage
OperationsSpecialist
Neural analysis suggests this role is
optimal for not-applicable candidates.
“Operations Specialist at Trucordia. Skills: Client inquiries, Operational workflows, Process gaps. Serve as primary contact for client inquiries. Resolve customer issues efficiently”
What You'll Achieve.
Ensure service delivery meets SLA; Ensure service delivery meets quality standards; Enhance efficiency; Enhance client satisfaction; Improve performance; Improve client experience
Industry & Context.
Problem-solving
What They're Looking For.
Must Have
2-4+ years operations experience, 2-4+ years customer support experience, 2-4+ years client services experience, Problem-solving skills, Ability to manage multiple priorities, Excellent verbal communication skills, Excellent written communication skills, High attention to detail, Organizational skills
Nice to Have
ASO experience, HR outsourcing experience, Related environment experience, HRIS familiarity, CRM familiarity, Case management systems familiarity, Payroll administration understanding, Benefits administration understanding, Employment practices understanding
What You'll Do.
Serve as primary contact for client inquiries
Resolve customer issues efficiently
Deliver high-quality service experience
Escalate complex cases appropriately
Maintain ownership through resolution
Partner with internal teams
Ensure timely responses
Ensure accurate responses
Support day-to-day operational workflows
Ensure service delivery meets SLA
Ensure service delivery meets quality standards
Identify process gaps
Recommend improvements to enhance efficiency
Recommend improvements to enhance client satisfaction
Maintain accurate documentation
Maintain system records
Identify trends in customer inquiries
Recommend scalable solutions
Contribute to continuous improvement initiatives
Contribute to SOP development
Contribute to knowledge base updates
Assist in testing new tools
Assist in testing new workflows
Assist in testing new process enhancements
Assist in implementing new tools
Assist in implementing new workflows
Assist in implementing new process enhancements
Work closely with Payroll
Work closely with Benefits
Work closely with Compliance
Work closely with other internal teams
Ensure seamless service delivery
Act as liaison between clients and internal departments
Drive resolution and clarity
Support internal training efforts
Share insights and best practices
Track customer service metrics
Analyze customer service metrics
Provide insights to improve performance
Provide insights to improve client experience
Provide recommendations to improve performance
Provide recommendations to improve client experience
How You'll Work.
Team & Collaboration
Internal teams; Clients and internal departments
Communication Scope
Verbal communication; Written communication
Full Job Description
Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. Trucordia Values 1. We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. 2. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company. 3. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”? 4. We are RESULT-ORIENTED , growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. 5. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. We are a payroll system provider that takes great pride in client relationships and service. The 30+ p
Applying for this Operations Specialist role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on SmartRecruiters
- SmartRecruiters often includes a video screening step — check camera and mic permissions.
- Link your GitHub or portfolio directly in the profile section for technical roles.
- Applications may be reviewed by AI scoring before reaching a recruiter — use keywords from the job description.
ANONYMOUS · UNFILTERED
What do employees actually say about Trucordia?
Real rants from real employees. Read before you apply.