Broker Operations Specialist

Job Title:

Broker Operations Specialist

Location:

Mason, OH
Duration: 3+ Months
Pay Rate: $21.43/hr.

Start Date:

Immediate

• Maintains proper internal controls with respect to current broker data.
• Maintains the integrity of current broker data in the CRM environment.
• Develop, maintain, monitor, and report against department standards/results.

• Build, enhance and maintain all current broker information including appointment status, commission payment information, contact information, etc.
• Continuously improve the quality, breadth, and depth of the Broker information in SAP-CRM and the Broker experience.

• Maintain effective and ongoing communication with key customer interfaces, including Sales and Account Management and Broker representatives.
• Effectively manage multiple lines of communication (cases, email, Teams chat).
• Possess 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.
• Maintain detailed knowledge of CRM system/capabilities and apply knowledge to improve service to Sales and Service teams.
• Analyze and evaluate issue trends to ensure continuous improvement.
• Extract, analyze and deliver concise financial data, requiring extensive Excel skills.

Belcan is an equal opportunity employer. Your application and candidacy will not be considered based on race, colour, sex, religion, creed, sexual orientation, gender identity, national origin, disability, genetic information, pregnancy, veteran status or any other characteristic protected by federal, state or local laws.