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Broker Lifecycle Coordinator Level 1 - Remote

Posted 2 weeks ago

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.

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