Operations Specialist - TruChoice Financial

Allianz Life
  • Job Purpose/ Role

    Under limited supervision, responsible for effectively managing customer service requests and inquiries by accurately applying knowledge of all carriers business, products, customers, and operations. Successfully influences business results by: establishing and maintaining effective customer relationships; ensuring a high degree of productivity and quality; including recommending process improvements and increasing digital adoption. Accountable for adhering to established guidelines, policies and procedures and meeting/exceeding all benchmarks.

  • Key Responsibilities

    * Respond to and process varied customer service requests and inquires by applying foundational department knowledge of business, products and customers. Follow established practices and standards while meeting or exceeding quality and service levels.~crlf~* Build and maintain customer relationships by demonstrating strong interpersonal skills, effective communications and interactions resulting in a positive impact to the business. Influence 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.~crlf~* Coordinate and assist with team and department projects including participating in identifying and implementing process improvement idea. Participate in special assignments as required to meet business needs.

  • Key Requirements/ Skills

    * 1-2 years experience required: Operations, Insurance or Financial Industry, in various customer service focused areas~crlf~* Two-year degree or equivalent work experience required~crlf~* 2-3 years experience preferred: Operation's process, focused on customer relationships

  • Additional Information

    At Allianz, we foster a workplace where every person feels welcome, connected and valued.

  • About Allianz

    Allianz is the home for those who dare – a supportive place where you can take the initiative to grow and to actively strengthen our global leadership position. By truly caring about people – both its 88 million private and corporate customers and more than 140,000 employees – Allianz fosters a culture where its employees are empowered to collaborate, perform, embrace trends and challenge the industry. Our main ambition is to be our customers’ trusted partner, instilling them with the confidence to grow. If you dare, join us at Allianz Group.~crlf~~crlf~Allianz is an equal opportunity employer. Everybody is welcome, regardless of other characteristics such as gender, age, origin, nationality, race or ethnicity, religion, disability, or sexual orientation.

    Retiring with financial security. Living life with confidence. At Allianz Life®, every employee knows these are the things that matter. To do what matters means giving employees the tools and opportunities they need to create innovative, industry-leading products, to discover and embrace new trends, and to strengthen the customer experience. As a company, it means creating a culture that is inclusive, where doing the right thing comes naturally, and promoting an environment that develops talent, seeks excellence, encourages smart risks, and recognizes and rewards people for their performance. Doing what matters for employees helps everyone focus on doing what matters most for our customers. Allianz Life. What you do here matters.

    Why Allianz Life®? Because we hire people who are dedicated to doing what matters and we give you the quality training, support, and advancement opportunities you need to succeed. As a company known for its financial strength, we offer generous benefits, have a strong commitment to community involvement, a collaborative culture, and a unique level of energy. The result is engaged and more productive employees. From the very first day you join our team, you will know that your contributions are valued. We practice True Balance at our campus by providing a fun work environment, an on-site child development center, a fully staffed fitness center, and a variety of meal options in both our full-service cafe and bistro. And all medical, dental, and retirement benefits are effective the first day you join Allianz Life, so you can focus on what truly matters.~crlf~~crlf~An equal opportunity employer.~crlf~~crlf~

Job Purpose/ Role

Under limited supervision, responsible for effectively managing customer service requests and inquiries by accurately applying knowledge of all carriers business, products, customers, and operations. Successfully influences business results by: establishing and maintaining effective customer relationships; ensuring a high degree of productivity and quality; including recommending process improvements and increasing digital adoption. Accountable for adhering to established guidelines, policies and procedures and meeting/exceeding all benchmarks.

Key Responsibilities

* Respond to and process varied customer service requests and inquires by applying foundational department knowledge of business, products and customers. Follow established practices and standards while meeting or exceeding quality and service levels.~crlf~* Build and maintain customer relationships by demonstrating strong interpersonal skills, effective communications and interactions resulting in a positive impact to the business. Influence 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.~crlf~* Coordinate and assist with team and department projects including participating in identifying and implementing process improvement idea. Participate in special assignments as required to meet business needs.

Key Requirements/ Skills

* 1-2 years experience required: Operations, Insurance or Financial Industry, in various customer service focused areas~crlf~* Two-year degree or equivalent work experience required~crlf~* 2-3 years experience preferred: Operation's process, focused on customer relationships

Additional Information

At Allianz, we foster a workplace where every person feels welcome, connected and valued.

About Allianz

Allianz is the home for those who dare – a supportive place where you can take the initiative to grow and to actively strengthen our global leadership position. By truly caring about people – both its 88 million private and corporate customers and more than 140,000 employees – Allianz fosters a culture where its employees are empowered to collaborate, perform, embrace trends and challenge the industry. Our main ambition is to be our customers’ trusted partner, instilling them with the confidence to grow. If you dare, join us at Allianz Group.~crlf~~crlf~Allianz is an equal opportunity employer. Everybody is welcome, regardless of other characteristics such as gender, age, origin, nationality, race or ethnicity, religion, disability, or sexual orientation.

Retiring with financial security. Living life with confidence. At Allianz Life®, every employee knows these are the things that matter. To do what matters means giving employees the tools and opportunities they need to create innovative, industry-leading products, to discover and embrace new trends, and to strengthen the customer experience. As a company, it means creating a culture that is inclusive, where doing the right thing comes naturally, and promoting an environment that develops talent, seeks excellence, encourages smart risks, and recognizes and rewards people for their performance. Doing what matters for employees helps everyone focus on doing what matters most for our customers. Allianz Life. What you do here matters.

Why Allianz Life®? Because we hire people who are dedicated to doing what matters and we give you the quality training, support, and advancement opportunities you need to succeed. As a company known for its financial strength, we offer generous benefits, have a strong commitment to community involvement, a collaborative culture, and a unique level of energy. The result is engaged and more productive employees. From the very first day you join our team, you will know that your contributions are valued. We practice True Balance at our campus by providing a fun work environment, an on-site child development center, a fully staffed fitness center, and a variety of meal options in both our full-service cafe and bistro. And all medical, dental, and retirement benefits are effective the first day you join Allianz Life, so you can focus on what truly matters.~crlf~~crlf~An equal opportunity employer.~crlf~~crlf~


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We build on work time models that give our employees flexibility in planning and arranging their work and leisure time. 
You are encouraged to expand your skills and create a career across functions, countries and Allianz entities.
Access our digital learning programs anytime, anywhere and just as you need them. 
Join a truly global company and explore our international environment.
We care about your health and support you to stay fit and healthy.
Your results will be recognized with attractive rewards.
Nursen, Allianz SE


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"Every day I put myself in the shoes of our customers and thereby dare to not only develop myself but the whole company."


Nursen, Allianz SE

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