Patriot Growth Insurance Services, LLC

Operations

• Identify opportunities to optimize operational processes and present data-driven recommendations to leadership.
• Develop, manage, and continuously improve Excel-based dashboards and reports to track key performance indicators, member engagement, and internal operational efficiency.
• Own the data lifecycle: collect, validate, organize, and analyze data using advanced Excel functions (e.g., pivot tables, VLOOKUP, INDEX/MATCH, conditional formatting, charts/graphs, macros) and translate findings into actionable insights.
• Continuously evaluate and apply AI-driven solutions to streamline workflows, reduce redundancies, and improve decision-making processes.
• Integrate AI tools into daily team operations.
• Support all aspects of TRUE Network events, both virtual and in-person.
• Maintain and refine distribution lists; manage bulk emails to ensure timely, accurate delivery to target audience.
• Collaborate with the team to manage TRUE calendar content on the company website.
• Generate and distribute company invoices, track payments, and maintain accurate financial records.
• Assist in developing presentation materials, including data visualizations and performance summaries.
• Provide general administrative and operational support as needed.

Operations Specialist