Broker Operations Specialist
Core
Manage broker onboarding, operational support, and performance for an assigned portfolio of broker partners in the Property & Casualty insurance sector.
Role type
Broker Operations Specialist (Business Development team)
Builds
Operational support, business reviews, and strategic growth plans for broker partners
Domain
Insurance (Property & Casualty) / Broker Channel
Deliverable
client delivery
Required skills
Broker relationship management, stakeholder coordination, business performance analysis, underwriting quality review, CRM proficiency, strategic planning
Preferred skills
Chartered Insurance Professional (CIP) designation, Salesforce proficiency, post-secondary education in Business/Insurance
Technologies
Salesforce
Responsibilities
Manage internal and external broker demand via Salesforce; Coordinate broker onboarding and setup; Support underwriting resolution; Develop and monitor broker performance and growth plans; Lead broker performance reviews; Execute regional broker communications and initiatives; Act as liaison for broker training; Facilitate recurring meetings with brokers and stakeholders; Represent Aviva at industry events.
Seniority
Individual Contributor, mid-level specialist