Job Description
We are looking for a Broker Assistant to support administrative operations for a health insurance team in Brooklyn, Ohio. This Contract position focuses on reviewing broker application details, coordinating follow-up on missing or incorrect information, and maintaining accurate records throughout the process. The role is well suited to someone who is highly organized, communicates clearly, and can manage data with a high level of accuracy in a hybrid work environment.
Responsibilities:
• Review broker application submissions and enter relevant details into internal tracking systems with accuracy and consistency.
• Contact brokers by phone or email to clarify incomplete information and communicate any required updates or corrections.
• Maintain organized records of application activity, status changes, and follow-up actions to support efficient processing.
• Gather supporting details from brokers and internal contacts to help resolve outstanding documentation issues.
• Monitor assigned work queues and ensure administrative tasks are completed within expected timelines.
• Use Microsoft Office tools to prepare correspondence, update spreadsheets, and manage routine documentation.
• Provide responsive support for inbound and outbound communications related to broker application processing.• Previous experience in an administrative, coordination, or support role involving high-volume data entry or document review.
• Strong attention to detail with the ability to interpret information accurately and identify discrepancies.
• Clear verbal and written communication skills for effective follow-up with brokers and internal teams.
• Proficiency with Microsoft Office, including Word, Excel, Outlook, and PowerPoint.
• Ability to manage multiple tasks, maintain organized records, and meet deadlines in a structured environment.
• Comfortable working in a hybrid setting, including onsite training and in-office attendance three days per week.
• Customer service experience and confidence handling inbound and outbound calls are strongly preferred.
