Truist Financial

Operations Manager

Truist Financial$75K — $95K *
US-Anywhere
+ 5 other locationsRemote
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • High School Graduate or equivalent GED
  • Three years of experience in sales, underwriting, case design and/or case management processing
  • Proficient in Excel, Word, Outlook, and Access
  • Excellent interpersonal and communication skills
  • Ability to prioritize and handle multiple tasks effectively
  • Solution-oriented with a proven track record of exceptional customer service

Responsibilities

  • Improve processes for efficiency in placing and tracking business
  • Act as the primary contact for clients to direct case activity and strategies
  • Identify carrier specialties to enhance efficiencies
  • Engage in continual educational development to support initiatives
  • Recommend and implement process improvements for efficiency
  • Provide proactive customer service to meet revenue goals
  • Manage case processing requirements for varying service models
  • Collaborate with Marketing to create targeted campaigns
  • Support service initiatives for the Tellus channel

Benefits

  • Access to medical, dental, vision, life, disability, and AD&D insurance
  • Tax-advantaged savings accounts
  • 401(k) plan with company match
  • Generous paid time off including vacation and sick days
  • New parent leave
  • Potential eligibility for restricted stock units and deferred compensation plan
Full Job Description
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (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:
To effectively manage and direct business activities for direct access and non-direct access of business. The go-to person for day to day to questions, challenges.

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.
1. Improve, identify and implement process for efficiency in placing and tracking business
2. Identified as a "go-to" person for clients to efficiently direct case activity, design, underwriting, sales strategies, etc. for direct access and non-direct access carriers
3. Identify and communicate carrier specialties for greater efficiencies and process development
4. Continual educational development in all aspects of the business to support channel initiatives
5. Instrumental in recommending and suggesting process improvement for identifying issues and developing and recommending solutions for greater efficiency
6. Provide proactive customer service driven to achieve revenue plan
7. Process/complete case management requirements for both light and full service model
8. Work with Marketing to develop campaigns
9. Support service initiatives to Tellus channel

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.
1. High School Graduate or equivalent GED
2. Experience with PCs in a Windows environment
3. Effective interpersonal and written communication skills
4. Ability to provide excellent customer service to both internal and external customers
5. Effective time management skills
6. Ability to prioritize and accomplish multiple tasks simultaneously
7. Capable of working independently as well as in a team environment
8. Ability to work in a self-directed fashion
9. Knowledgeable of all aspects of the business, including case design, underwriting, case management, carriers' niche, advanced sales, licensing and contracting and commissions
10. Three years of experience in sales, underwriting, case design and/or case management processing
11. Proven track record of excellent customer service
12. Solution-oriented, ability to go above and beyond
13. Results-oriented; ability to work creatively within guidelines
14. Excellent computer skills, proficient in Excel, Word, Outlook and Access
15. Excellent interpersonal skills and a collaborative management style

General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

About Truist Financial

Truist Financial Careers

Join the dynamic team at Truist Financial, a leader in the financial services sector, and propel your career to new heights. At Truist Financial, we offer more than just job opportunities; we provide a platform for professional growth and innovation in an environment that values diversity and leadership.

Why Truist Financial?

At Truist Financial, we are committed to building a diverse and inclusive workplace where every team member is empowered to contribute their unique skills and perspectives. We believe that our strength lies in our diversity, and we are dedicated to fostering a culture that embraces the differences that make each of us unique.

Explore a World of Opportunities

Whether you're seeking your first internship or a seasoned professional looking to advance your career, Truist Financial offers a range of employment opportunities across various disciplines. Our team is growing, and we are constantly looking for talented individuals who are eager to make an impact.

Innovate and Lead

Join us and be part of a culture of innovation where your ideas can help shape the future of banking. At Truist Financial, you’ll work alongside industry leaders and have access to cutting-edge resources that foster continuous professional development and innovation.

Develop Your Career

Truist Financial is deeply invested in the career progression of our employees. We offer robust training programs, including leadership development and diversity training, to ensure you have the tools needed to succeed. Our commitment to your growth is reflected in our comprehensive benefits package, designed to support you both professionally and personally.

Networking and Professional Development

Enhance your professional network and connect with like-minded colleagues through our various networking events and community engagement initiatives. At Truist Financial, we believe in the power of connections and the impact they can have on your career.

Join Our Team

Ready to take the next step in your career? Explore the current job openings at Truist Financial. We are hiring across multiple departments, looking for passionate, curious, and innovative individuals to join our team. Check out our available positions and find the one that best matches your skills and interests.

Prepare for Your Interview

Make a great first impression. Visit our Careers page for tips on how to craft a compelling resume and succeed in your interview at Truist Financial. We are excited to see how you can contribute to our team and help us drive the future of banking.

Stay Connected

Don’t miss out on future opportunities or insights into our company culture and industry trends. Subscribe to our job alert emails and stay informed about new positions and career tips directly from our professionals. At Truist Financial, we’re not just offering jobs; we’re building careers. Join us and discover how you can make a difference and fuel your future.

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Learn more about Truist Financial
Size
50,283 employees
Market Cap
$56.6 billion
Industry
5 Year Trend
+14.3%
NASDAQ

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