Operations Specialist, Policyholder Services

Trellis Financial is hiring Operations Specialists, Policyholder Services - the human voice of Trellis for our in-force policyholders. From the day a contract is issued through the rest of the policyholder relationship, this role is responsible for taking care of our customers, answering questions, processing service requests, and making sure every interaction reflects the trust our policyholders have placed in us.

This is an entry-level role that serves as a foundational seat in our growing in-house operations team. As Trellis grows, this role offers a clear path into senior roles within the organization.

POSITION SUMMARY

In-Force Policyholder Servicing

• Process non-financial transactions across the in-force annuity book, including address changes, beneficiary changes, payment frequency changes, and banking updates
• Process financial disbursements using the Trellis Financial procedures
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