Operational Specialist jobs in United States
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Russell Tobin · 8 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.

ConsultingHuman ResourcesLegalStaffing Agency
Hiring Manager
Prathvi Singh
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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

SAPExcelData managementBroker operationsCommunication skills

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

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Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.

Funding

Current Stage
Growth Stage

Leadership Team

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John Woronowich, JD
Vice President - Search, Staffing & Embedded Partnerships
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Ashley Steger
Director of Talent Acquisition and People Operations- Embedded Partnerships
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Company data provided by crunchbase