Trellis Financial is hiring Producer Services Specialists—the front line of our producer experience and a critical part... Trellis again and again. This is a service-oriented role at its core, requiring strong product knowledge, a commitment...
Trellis Financial is hiring Operations Specialists, New Business - the backbone of eApplication processing..., New Business, play a critical role in the policyholder's first impression of Trellis. From the moment an application...
Trellis Financial is hiring Producer Services Specialists—the front line of our producer experience and a critical part... Trellis again and again. This is a service-oriented role at its core, requiring strong product knowledge, a commitment...
, and post the deposit confirmation back to the Trellis Admin System (TAS) Prepare and meter all Trellis outbound mail through... QUALIFICATIONS — PREFERRED Prior experience in annuity, life insurance, or retirement plan operations Familiarity...
to “how it’s always been done.” You’ll also do your work in a technology-forward environment, leveraging Trellis’ proprietary... center of the decisions that keep Trellis fast, accurate, and regulator-ready. CORE RESPONSIBILITIES Escalations...
operational link between inbound mail and the Trellis Admin System (TAS). You will handle the daily intake, scanning... area, working in dual control with the Correspondence Coordinator Scan documents at production quality, apply Trellis...
Trellis Financial is hiring Operations Specialists, Policyholder Services - the human voice of Trellis for our in-force... in our growing in-house operations team. As Trellis grows, this role offers a clear path into senior roles within the organization...