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Job Requirements of Broker Operations Specialist:
-
Employment Type:
Contractor
-
Location:
Mason, OH (Onsite)
Do you meet the requirements for this job?
Broker Operations Specialist
Careers Integrated Resources Inc
Mason, OH (Onsite)
Contractor
Title: Broker Operations Specialist
Location: Mason OH - 3x a week (Tuesday - Thursday)
Contract: 3 month(s) - Possibility of extension
Work Hours: 8-5pm (40 hours per week)
Job Summary:
Maintains proper internal controls with respect to current broker data
Maintains the integrity of current broker data in the Client CRM environment
Develop, maintain, monitor, and report a Products department standards/results
Drive service results by closely monitoring work queues and promptly responding to internal and external customers to drive satisfaction
Build, enhance and maintain all current broker information including appointment status, commission payment information, contact information, etc.
Continue to improve the quality, breadth, and depth of the Broker information in SAP-CRM and the Client Broker experience.
Maintains effective and on-going communication with key customer interfaces, including Client Sales and Account Management and Broker representatives
Effectively manages multiple lines of communication (cases, email, and Teams chat)
Has a working knowledge of SAP, SAP-CRM
Identify and recommend systems and process modifications necessary to support the needs of the service organization effectively and efficiently
Maintains a detailed knowledge of Clients CRM system/capabilities, and applies knowledge to improving the service to Clients Sales and Service teams
Analyzes and evaluates issue trends to ensure continuous improvement
Extract, analyze and deliver financial concise financial data, requiring extensive Excel skills
Location: Mason OH - 3x a week (Tuesday - Thursday)
Contract: 3 month(s) - Possibility of extension
Work Hours: 8-5pm (40 hours per week)
Job Summary:
Maintains proper internal controls with respect to current broker data
Maintains the integrity of current broker data in the Client CRM environment
Develop, maintain, monitor, and report a Products department standards/results
Drive service results by closely monitoring work queues and promptly responding to internal and external customers to drive satisfaction
Build, enhance and maintain all current broker information including appointment status, commission payment information, contact information, etc.
Continue to improve the quality, breadth, and depth of the Broker information in SAP-CRM and the Client Broker experience.
Maintains effective and on-going communication with key customer interfaces, including Client Sales and Account Management and Broker representatives
Effectively manages multiple lines of communication (cases, email, and Teams chat)
Has a working knowledge of SAP, SAP-CRM
Identify and recommend systems and process modifications necessary to support the needs of the service organization effectively and efficiently
Maintains a detailed knowledge of Clients CRM system/capabilities, and applies knowledge to improving the service to Clients Sales and Service teams
Analyzes and evaluates issue trends to ensure continuous improvement
Extract, analyze and deliver financial concise financial data, requiring extensive Excel skills
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