Broker Assistant

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.

TalentMatch ®

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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