Operational Specialist

Russell Tobin's client is hiring an Operation Specialist in Mason, OH Employment Type: Contract Location: Hybrid (Tue-Thu onsite) - Mason, OH 45040 Schedule: 8am - 5pm Pay rate: $20-$21.42/hr 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. Requirements: 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. Nice to have: Experience in a financial or benefits-related operations environment. Previous experience supporting brokers or CRM-driven operations. Benefits that Russell Tobin offers: Russell Tobin offers eligible employees 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, and employee discounts with some preferred vendors.

Created: 2026-03-05