Broker Affairs Specialist

We are seeking an experienced Broker Affairs Specialist to join our growing operations team and play a critical role in providing superior support to brokers and our internal Underwriting and Operations Units. As a Broker Affairs Specialist, you will be acting as a bridge between external and internal stakeholders. You will be responsible for the end-to-end broker life cycle process, managing broker onboarding, geographical assignments, and maintaining broker records. Your scope will also include operational support in organising broker events or conferences, and actions afterwards. You will be involved in broker accreditation and creating a robust compliance process, including reviewing broker profitability and assessing broker risk in targeted relationships.

This is an exciting opportunity to combine your expertise in broker management with people skills. With the team's and company's growth, the role will offer opportunities for personal development and broader responsibilities. Since Ledgebrook entered the Polish market just recently, you will come on the ground floor of the Operations Team and play an integral role in its future success.

What will you do?

Broker Onboarding/Offboarding:

• Set up new broker firms, their offices /branches, and individual representatives and familiarise them with Ledgebrook’s broker onboarding and management process.
• Ensuring smooth termination for brokers during offboarding

Broker Records Maintenance:

• Provide internal support to Broker Relationship Managers
• Manage and respond to 3rd party requests on new broker contact or office additions/updates in a timely and efficient manner in Salesforce
• Collaborate with the Product & Data team to drive process improvements for best-in-class broker data and insights.

Broker Events Management:

• Working along with our Administrative Support to organise Broker Events and the Company’s presence in the Media.

Regulatory and Compliance:

• Review the Broker’s insurance coverage and maintain process governance around it.

Business Testing:

• As the company grows and introduces more software and products, you will be expected to help test the new products from a business user perspective.

Collaboration and Communication:

• Collaborate with cross-functional teams to understand the external and internal customer needs and implement solutions that enhance productivity.
• Communicate effectively with employees and 3rd parties to ensure they are supporting client initiatives.