Your responsibilities

• 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.

Our requirements

• Here at Ledgebrook, we are passionate about creating a team that is on a continuous learning journey and that shares our excitement about building a company from the ground up.
• Some of the characteristics we hold dear are:
• • A passion for delivering world-class customer service to our internal and external customers
• • Intellectual curiosity and a strong desire for innovation, rather than following the status quo
• • A hunger for continuous learning and opportunities to grow
• • Agile prioritization skills coupled with a keen sense of urgency - we balance getting it right with getting it done right now
• • A strong drive and desire to win together as a high-performing team
• • A moral compass to "do the right thing, period." We have zero tolerance for toxic behaviors
• • An eagerness to actively participate and connect with the whole team, across remote locations
• • An honest, transparent communication style
• • A proactive, solution-oriented mindset. We don’t look for blame, we look for the solution
• Must haves
• • Proven experience in Broker Relationship roles/ industry
• • Experience in building successful relationships with various stakeholders at all levels
• • Strong customer focus and ability to work in a fast-paced environment
• • Comfortable with MS Office Suite and Google Workspace applications
• • Excellent problem-solving skills and the ability to drive initiative
• • Strong communication and collaboration skills, with the ability to work effectively in a team environment

Optional

• • Prior startup experience
• • Bachelor’s or Master’s degree in Economy, Finance, Business Affairs or a related field

What we offer

• • Competitive salary and meaningful equity
• • Full remote flexibility and asynchronous work culture
• • Unlimited PTO and fully paid sick leave
• • Autonomy, purpose, and the chance to shape something from the ground up