Trucordia

Insurance Brokerage

OperationsSpecialist

$65–95k ~AI est. Lindon, Utah, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for not-applicable candidates.

The Brief

“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.

Insurance Brokerage
Problems you'll solve

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

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