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Broker Operations Specialist Job in Mason, Ohio US

Broker Operations Specialist

Belcan Services Group Ltd Partnership - Mason, OH

Posted: 1/21/2026 - Expires: 4/21/2026

Job ID: 293113740

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Job Description

Job Description

Job Title: Broker Operations Specialist
Location: Mason, OH
Zip Code: 45040
Duration: 3+ Months
Pay Rate: $21.43/hr.
Keyword's: #Masonjobs; #OperationsSpecialistjobs;
Start Date: Immediate

Job Summary:
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

Drive service results by closely monitoring work queues and promptly responding to internal and external customers to drive satisfaction
* Build, enhance and maintain all current broker information including appointment status, commission payment information, contact information, etc.
* Continue to improve the quality, breadth, and depth of the Broker information in SAP-CRM and the Broker experience.

Maintains effective and on-going communication with key customer interfaces, including Sales and Account Management and Broker representatives
* Effectively manages multiple lines of communication (cases, email, and Teams chat)
* Has a 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
* Maintains a detailed knowledge of CRM system/capabilities, and applies knowledge to improving the service to Sales and Service teams
* Analyzes and evaluates issue trends to ensure continuous improvement
* Extract, analyze and deliver financial 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.

Belcan is an equal opportunity employer. EOE/M/F/D/V

Job Summary

Employment Type:
Full Time Employee
Job type:
Federal Contractor
Skill Based Partner:
No
Education Level:
No school grade completed
Work Days:
Mon, Tue, Wed, Thu, Fri
Job Reference Code
86041690
Salary
N/A
Licenses / Certifications:
N/A
Display Recommended WorkKeys®Recommended WorkKeys®:
Applied Math: 4
Graphic Literacy: 5

Workplace Documentation: 5