JOB PURPOSE:
The Executive - Operations Assurance is responsible for ensuring efficient and compliant operational processes within the Sales & CRM department, specifically under the Sales Development vertical focusing on Broker Relations. The role manages broker onboarding, monitors adherence to regulatory and company policies, and provides operational support to strengthen broker engagement. By streamlining workflows, maintaining accurate sales and CRM records, and coordinating with internal teams, the position contributes to operational excellence, compliance, and the overall effectiveness of broker-driven sales activities.
KEY ACCOUNTABILITIES
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Broker Relationship Management
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