About this role
Operations Specialist, Policyholder Services at Trellis Insurance Solutions LLC. Location: Charlotte, North Carolina, United States. Role: Process transactions, Answer inquiries, Maintain documentation Requirements: Associate's or Bachelor's degree; 1–3 years in financial services/annuity ops; NC Life license or willing within 90 days; strong communication; detail-oriented; MS Office; experience with annuity systems a plus. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office, Outlook, Excel, Word, Teams, annuity administration systems, contact center telephony, e-signature platforms Certifications: life insurance Commitment: Full Time Workplace: Hybrid Languages: English