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Broker Operations Specialist
A company is looking for a Broker Operations Specialist to manage broker relationships and operational tasks. Key Responsibilities Manage daily broker communications, including RFPs and AOR changes Execute AOR changes and broker appointments with proper tracking Maintain Brokerage & Producer records in Salesforce and support related transitions Required Qualifications Undergraduate degree in business, healthcare, or a technical field Experience using Salesforce, Gmail, and Excel Ability to manage multiple projects effectively Customer-focused with a proactive approach Comfortable working independently and collaboratively with teams
A company is looking for a Broker Operations Specialist to manage broker relationships and operational tasks.
Key Responsibilities
Manage daily broker communications, including RFPs and AOR changes
Execute AOR changes and broker appointments with proper tracking
Maintain Brokerage & Producer records in Salesforce and support related transitions
Required Qualifications
Undergraduate degree in business, healthcare, or a technical field
Experience using Salesforce, Gmail, and Excel
Ability to manage multiple projects effectively
Customer-focused with a proactive approach
Comfortable working independently and collaboratively with teams