Operations Specialist

Ferretti Search; Cornelius (NC); Hybrid; USD 45,000 - 55,000; Full time

Job summary

Ferretti Search is seeking an Operations Specialist in a hybrid role based around North Charlotte. The position focuses on reviewing applications, coordinating with carriers and institutions, and improving workflows to deliver exceptional service.

The ideal candidate will have strong communication, meticulous attention to detail, and a collaborative mindset to drive process improvements in a client-facing environment.

Qualifications

• Strong written and verbal communication skills.
• Excellent attention to detail and organizational skills.
• Natural curiosity and ability to investigate issues independently.
• Comfortable in a process-driven, desk-based environment.
• Customer service, administrative, operations, or account support experience is a plus.
• No degree required; recent graduates encouraged to apply.

Responsibilities

• Review applications for accuracy and completeness prior to carrier submission.
• Coordinate with insurance carriers and financial institutions to facilitate case completion.
• Partner with internal operations teams to deliver exceptional service and streamline workflows.
• Identify process improvements and implement efficiencies to enhance operational effectiveness.
• Resolve complex issues through critical thinking and collaboration.
• Utilize reporting and analytics to monitor performance and drive continuous improvement.
• Contribute to a culture of teamwork, growth, and operational excellence.

Skills

Communication skills

Attention to detail

Problem solving

Process-driven

Customer service experience

Job description

Join a growing financial services organization as an Operations Specialist. This role is ideal for someone who is detail-oriented, persistent, and enjoys solving problems while working directly with clients and business partners.

Compensation: $50,000 + bonus

Schedule: Hybrid – North Charlotte

Key Responsibilities:

• Review applications for accuracy and completeness prior to carrier submission.
• Coordinate with insurance carriers and financial institutions to facilitate case completion.
• Partner with internal operations teams to deliver exceptional service and streamline workflows.
• Identify process improvements and implement efficiencies to enhance operational effectiveness.
• Resolve complex issues through critical thinking and collaboration.
• Utilize reporting and analytics to monitor performance and drive continuous improvement.
• Contribute to a culture of teamwork, growth, and operational excellence.

Qualifications:

• Strong written and verbal communication skills
• Excellent attention to detail and organizational skills
• Natural curiosity and ability to investigate issues independently
• Comfortable in a process-driven, desk-based environment
• Customer service, administrative, operations, or account support experience is a plus
• No insurance or financial services experience required
• No degree required; recent graduates encouraged to apply