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Job Requirements of Broker Operations Specialist:
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Employment Type:
Contractor
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Location:
Mason, OH (Onsite)
Do you meet the requirements for this job?
Broker Operations Specialist
Careers Integrated Resources Inc
Mason, OH (Onsite)
Contractor
Job Title: Broker Operations Specialist
Location: Mason, OH 45040
Duration: 3+ months (Possible extensions)
Pay Rate: $22/hr. On W2
Work Hours: 8 - 5 pm (40 hours per week).
Job Summary:
Communication and Collaboration:
Systems and Process Improvement:
Location: Mason, OH 45040
Duration: 3+ months (Possible extensions)
Pay Rate: $22/hr. On W2
Work Hours: 8 - 5 pm (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.
Communication and Collaboration:
- 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.
Systems and Process Improvement:
- Identify and recommend systems and process modifications necessary to support the needs of the service organization effectively and efficiently.
- Maintains a detailed knowledge of Client’s CRM system/capabilities, and applies knowledge to improving the service to Client’s 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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