Senior Broker Maintenance Manager

A company is looking for a Broker Maintenance Lead to oversee the client broker experience and manage broker-related processes. Key Responsibilities Develop business processes for broker maintenance and disclosure in collaboration with cross-functional teams Ensure client satisfaction by managing escalated issues and coordinating ongoing engagement with clients Build relationships with internal teams to enhance client experience and manage broker feed and statement conversion Required Qualifications 5+ years of experience in technology-related initiatives within a professional services or SAAS environment Change management certification is an advantage Familiarity with compliance management solutions is preferred Strong analytical and time management skills Proven ability to analyze client data and recommend outreach programs for client retention

Apr 10, 2025 - 16:06

A company is looking for a Broker Maintenance Lead to oversee the client broker experience and manage broker-related processes. Key Responsibilities Develop business processes for broker maintenance and disclosure in collaboration with cross-functional teams Ensure client satisfaction by managing escalated issues and coordinating ongoing engagement with clients Build relationships with internal teams to enhance client experience and manage broker feed and statement conversion Required Qualifications 5+ years of experience in technology-related initiatives within a professional services or SAAS environment Change management certification is an advantage Familiarity with compliance management solutions is preferred Strong analytical and time management skills Proven ability to analyze client data and recommend outreach programs for client retention