Operations & Broker Support Administrator
Core
Provide responsive operational support to CBN's New Zealand broker network, coordinating onboarding, communications, compliance administration, and workflow management.
Role type
Operations & Broker Support Administrator
Builds
Broker onboarding workflows, operational updates, compliance records, and network communications
Domain
Insurance / Financial Services
Deliverable
dashboards & analysis
Required skills
Operations coordination, Broker support, Compliance administration, Workflow management, Record keeping, Meeting coordination, Content preparation, Reporting, Process improvement
Preferred skills
Insurance industry experience, CRM platform expertise, Newsletter preparation
Technologies
Monday.com, Salesforce, Microsoft 365, SharePoint
Responsibilities
Coordinate new brokerage and user onboarding, Manage broker enquiries, Maintain tasks and records in CRM systems, Track requests and deadlines, Prepare network communications and newsletters, Coordinate meetings and minutes, Support compliance file auditing, Assist with routine reporting and commission administration
Seniority
Individual Contributor