Russell Tobin · 16 hours ago
Operational Specialist
Russell Tobin is seeking a detail-oriented Broker Operations Specialist to support broker data management and operational processes. This role is responsible for maintaining data integrity within CRM systems and delivering accurate reporting and analysis.
Responsibilities
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
Qualification
Required
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
Preferred
Experience supporting broker, agent, or insurance-related operations preferred
Company
Russell Tobin
Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.