Patriot Growth Insurance Services, LLC

Operations Specialist

Patriot Growth Insurance Services, LLC

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $65,000 - $85,000 per year

Job Level

JuniorMid-Level

About the role

  • 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.

Requirements

  • High School degree or GED required; Associates degree in business or a related field preferred.
  • 2+ years of experience in a similar operational support role required; experience in the employee benefits industry preferred.
  • Exceptional organizational skills with strong attention to detail.
  • Excellent written and verbal communication skills; ability to effectively convey information clearly to a variety of audiences.
  • Advanced proficiency in Microsoft Excel, including formulas, pivot tables, dashboards, and data visualization tools.
  • Proficient with Microsoft Outlook, Word, and PowerPoint.
  • Strong critical thinking and problem-solving skills; ability to analyze complex scenarios and propose practical solutions.
  • Adaptability to thrive in a fast-paced, dynamic environment while managing multiple priorities.
  • Strong work ethic; results-driven, and self-motivated.
  • Ability to work collaboratively within a team environment.
Benefits
  • Medical, Dental, and Vision Benefits
  • Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
  • Company paid Short-Term Disability, Long-Term Disability and Group Term Life
  • Company paid Employee Assistance Program
  • Paid Parental Leave
  • Paid holidays
  • Personalized PTO
  • 401(k) with employer match

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
data analysisadvanced Excel functionspivot tablesVLOOKUPINDEX/MATCHconditional formattingchartsmacrosdata visualizationfinancial record management
Soft skills
organizational skillsattention to detailwritten communicationverbal communicationcritical thinkingproblem-solvingadaptabilityresults-drivenself-motivatedteam collaboration
Certifications
High School degreeGEDAssociates degree in business
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