Operations Specialist

Join a growing financial services organization as an Operations Specialist. This role is ideal for someone who is detail-oriented, persistent, and enjoys solving problems while working directly with clients and business partners.Compensation: $50,000 + bonusSchedule: Hybrid – North Charlotte

Key Responsibilities

Review applications for accuracy and completeness prior to carrier submission.Coordinate with insurance carriers and financial institutions to facilitate case completion.Partner with internal operations teams to deliver exceptional service and streamline workflows.Identify process improvements and implement efficiencies to enhance operational effectiveness.Resolve complex issues through critical thinking and collaboration.Utilize reporting and analytics to monitor performance and drive continuous improvement.Contribute to a culture of teamwork, growth, and operational excellence.

Qualifications

Strong written and verbal communication skillsExcellent attention to detail and organizational skillsNatural curiosity and ability to investigate issues independentlyComfortable in a process-driven, desk-based environmentCustomer service, administrative, operations, or account support experience is a plusNo insurance or financial services experience requiredNo degree required; recent graduates encouraged to apply