Operations Associate Annuity New Business

Job Summary

Under limited supervision, the employee is responsible for effectively managing workload, including customer service requests from financial professionals, Broker-Dealers, RIAs, Registered Reps, and IARs. Provide proactive communication by applying knowledge of carriers' websites, products, and procedures. Successfully influences business results by establishing and maintaining effective relationships, ensuring a high degree of productivity and quality. Accountable for accurately applying knowledge of all carriers' websites, products, procedures, and resources while adhering to established metrics, guidelines, procedures, and regulations.

Uses sound judgment to make the appropriate decisions for the financial professionals, customers, and Tru Choice.

• Responds to and process requests by applying department knowledge.
• Follows established practices and standards while meeting or exceeding quality and service levels.
• (70%) Builds and maintains customer relationships by demonstrating effective communication and interactions.
• (25%) Influences business results by providing proactive customer service, education, and communication.
• Provide customized service and take ownership as needed.
• Responsible for ensuring that all producers are aware of operational processes and changes.
• Deepening knowledge of carrier processes, procedures, and resources.
• Understand third-party vendors including but not limited to Fire Light, SureLC, and Reg Ed.

• Ability to adapt to changes in priorities
• High level of accountability
• Problem Solving & Analysis
• Influence Knowledge of Operations, Insurance and Financial Services
• Strong decision-making skills
• Business Acumen
• Controls Knowledge

Some experience required, 1-2 years of experience preferred:
Operations, Insurance or Financial Industry, in various customer service-focused areas. Four-year degree preferred, two-year degree required (or equivalent work experience). Starting pay $22.50, based on experience, education, skills, and training.

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law.

We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law.

We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be…