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Date Added: Tue 24/08/2021

Operations Specialist

Mason, OH, US
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Company: NESCO RESOURCE

Job Type: Permanent, FullTime

**** We require someone with excel skills as well as some accounting aptitude*****

Job Summary:
This position is responsible for nearly all things Broker. Works directly with brokers to promote business by addressing any commission related challenges. Responsible for broker account data accuracy within salesforce.com, including appointment records, tax ID's and commission records.

Key Responsibilities:
Maintains proper internal controls with respect to current broker data
1. Maintains the integrity of current broker data in the salesforce.com environment
2. Develop, maintain, monitor and report against department standards/results

JOB DUTIES:
Drive service results by closely monitoring work queues and promptly responding to internal and external customers to drive satisfaction
1. Build, enhance and maintain all current broker information including appointment status, Commission payment information, contact information, etc.
2. Continue to improve the quality, breadth and depth of the Broker information in salesforce.com and the Broker experience.
Maintains effective and on-going communication with key customer interfaces, including Sales and Account Management and Broker representatives
1. Effectively manages multiple lines of communication including face-to-face, email and phone interactions.
2. Has a working knowledge of interface systems that include Salesforce.com CRM and SAP.
Identify and recommend systems and process modifications necessary to effectively and efficiently support the needs of the service organization
1. Maintains a detailed knowledge of the salesforce.com CRM system/capabilities, and applies knowledge to improving the service to EyeMed's Sales and Service teams
2. Analyzes and evaluates issue trends to ensure continuous improvement
Support projects and initiatives as needed

Minimum (Required) Qualifications:
Bachelor's Degree or equivalent business experience required
1-3 years of experience in business operations
Strong attention to detail is essential
Advanced computer skills and knowledge of Microsoft Office Suite, especially Excel

Preferred Qualifications:
Advanced knowledge of Sales and Account Management processes, specifically with regards to Broker involvement and requirements.
Ability to research and analyze financial data.
Strong customer service focus. Must be able to work efficiently with strong personalities dealing with issues often related to earned commissions.
Experience working in salesforce or similar CRM platforms a significant plus.
Working experience with SAP.


Nesco Resource and affiliates (Lehigh G.I.T Inc, and Callos Resource, LLC) is an equal employment opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or veteran status, or any other legally protected characteristics with respect to employment opportunities.
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