Operational Specialist

We are seeking a detail-oriented Broker Operations Specialist to support broker data management and operational processes during a temporary assignment. This role is responsible for maintaining data integrity within CRM systems, supporting internal stakeholders, monitoring service queues, and delivering accurate reporting and analysis. The ideal candidate has strong SAP/SAP-CRM experience, advanced Excel skills, and experience supporting broker or agent-related operations.

• Maintain accurate and up-to-date broker data, including appointments, commission‑related information, and contact details
• Ensure data integrity and compliance within SAP / SAP-CRM environments
• Monitor work queues and respond promptly to internal and external inquiries
• Support Sales and Account Management teams through effective communication and timely issue resolution
• Manage multiple communication channels, including case systems, email, and collaboration tools
• Analyze issue trends and recommend process or system improvements
• Extract, analyze, and deliver concise financial and operational reports using Excel
• Apply system knowledge to enhance service efficiency and operational effectiveness

• Hands‑on experience with SAP and/or SAP-CRM
• Strong Excel skills
  , including data analysis and reporting (pivot tables, formulas, etc.)
• Experience managing large volumes of data with a high level of accuracy
• Ability to manage multiple priorities and communication channels simultaneously
• Strong written and verbal communication skills
• Experience supporting broker, agent, or insurance‑related operations preferred

• Position requires onsite presence three days per week (Tuesday–Thursday)
• Candidates must be able to meet standard compliance, background check, and training requirements