Job Description
- Supports broker sales teams with administrative and operational tasks.
- Coordinates communication between brokers, clients, and internal departments.
- Prepares sales materials such as proposals, quotes, presentations, and contracts.
- Manages data and reporting—tracking sales activity, pipeline updates, and performance metrics.
- Assists with onboarding of new brokers or partners.
- Ensures compliance with company policies, licensing requirements, and regulatory standards.
- Schedules meetings, trainings, and events for brokers and sales leadership.
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