Russell Tobin · 6 hours ago
Operational Specialist
Mason, OH
Contract
Hybrid
New Grad, Entry Level
$20/hr - $21.42/hrRussell Tobin's client is seeking an Operational Specialist to join their team in Mason, OH. The role involves maintaining broker information in the CRM, responding to customer inquiries, and identifying process improvements to enhance operational efficiency.
ConsultingHuman ResourcesLegalStaffing Agency
Hiring Manager
Jennifer Zabala
Responsibilities
Maintain the integrity and accuracy of broker information in the CRM, including appointment status, commission payment information, and contact details
Develop, maintain, monitor, and report against departmental standards and performance results
Respond promptly to internal and external customer inquiries to ensure satisfaction
Enhance the quality, breadth, and depth of broker data in the CRM system
Manage multiple lines of communication including cases, email, and chat platforms
Identify and recommend system and process improvements to optimize operational efficiency
Analyze and report financial and operational data; generate concise, accurate reports using Excel
Maintain effective communication with Sales, Account Management, and Broker representatives
Qualification
Required
Proven experience in operations or broker management roles
Strong knowledge of CRM systems (SAP experience preferred)
Advanced Microsoft Excel skills (data extraction, analysis, and reporting)
Ability to manage multiple tasks and communications effectively
Strong attention to detail and commitment to data accuracy
Successful completion of background check and drug screening
Preferred
Experience in a financial or benefits-related operations environment
Previous experience supporting brokers or CRM-driven operations
Benefits
Comprehensive healthcare coverage (medical, dental, and vision plans)
Supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity)
A 401(k)-retirement savings
Life & disability insurance
An employee assistance program
Identity theft protection
Legal support
Auto and home insurance
Pet insurance
Employee discounts with some preferred vendors
Company
Russell Tobin
Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.
Founded in 2010
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
John Woronowich, JD
Vice President - Search, Staffing & Embedded Partnerships
Ashley Steger
Director of Talent Acquisition and People Operations- Embedded Partnerships
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