Operations Specialist (Remote)

Operations Specialist

About TRUE Network of Advisors : TRUE Network of Advisors is a nationwide, exclusive group of employee benefit firms with a dynamic and forward-thinking approach to employee benefits consulting. Our members receive a unique, collaborative experience, allowing them to share their best practices in all aspects of their agency. TRUE membership also provides distinct advantages for its members with our national strategic partners. Currently made up of 93 member firms, over 30,000 nationwide employers receive sound employee benefits advice from the Network. TRUE's mission is to help our agencies and their people grow, develop, and prosper.

Position Overview : The Operations Specialist plays a key role in ensuring smooth and efficient day-to-day business operations at TRUE Network of Advisors. This position provides critical administrative and process support across the organization, helping teams stay organized, on track, and focused on strategic priorities. While the role is primarily operations-focused, strong Excel and data management skills are essential. The ability to collect, validate, and organize data will support accurate reporting, process improvements, and better decision-making. Candidates with experience building reports, tracking performance, and identifying operational efficiencies will be well-suited for this position.

This role is ideal for someone who enjoys being the backbone of business operations while applying analytical skills to improve accuracy, efficiency, and overall effectiveness.

Work Location : This is a full time, fully remote position, with a preference for candidates residing outside the U.S. Pacific Time zone.

Professional Responsibilities :

• 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.

Qualifications and Requirements :

About Patriot Growth Insurance Services : Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across 48 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide continual learning and enhanced career opportunities for our dedicated, professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members, and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer :

Compensation Range : A starting base salary in the $65,000 to $85,000 range, depending on the candidate's experience.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes its hiring decisions based solely on qualifications, merit, and business needs at the time.