Broker Lifecycle Coordinator Level 1 - Remote

Overview

The Broker Lifecycle Coordinator will support Lendi Group’s distribution strategy by ensuring new brokers are correctly set up and accredited, providing a seamless onboarding experience.

In Short

• Coordinate broker onboarding processes and system requirements.
• Administer and maintain broker information.
• Provide reporting and status updates on brokers.
• Assist brokers with daily tasks.
• Support brokers throughout the onboarding process.
• Collect feedback for onboarding improvements.
• Ensure compliance with company policies and regulations.
• Contribute to a safe workplace culture.
• Promote Lendi Group values among staff.
• Participate in cross-training to minimize key person risk.

Requirements

• Experience in a customer service role.
• Strong verbal and written communication skills.
• Proficiency in Microsoft Applications.
• Knowledge of operational risk.
• Experience in risk management in corporate environments.
• Ability to work under pressure and meet deadlines.

Benefits

• Partially Flex-first work model.
• Health Insurance for you and a dependent.
• Health and well-being programs.
• Generous leave policy (25 total leaves).
• Internet subsidy for WFH setup.
• Life insurance from Day 1.
• Training and career progression opportunities.
• Monthly social clubs.
• Government mandated benefits provided.