Broker Services Specialist

Location:

Pasadena, CA – 91101 (Remote)

Duration:

9-12 months (Possible extension)

Top Daily Responsibilities:

• Responsible for processing broker appointment and attribution requests, maintaining accurate broker records, and responding to broker inquiries.
• Provides operational support for broker onboarding, compliance, and ongoing broker relationship management while ensuring timely and accurate service delivery.

Top Three Things Worker Will Be Doing:

• Process broker appointment requests and ensure timely completion of appointment activities.
• Manage broker attribution requests, including updates, corrections, and ongoing maintenance.
• Respond to broker inquiries and provide support related to appointments, attribution, and associated processes.

Top Three Skillsets Needed:

• Broker licensing, appointment, and attribution expertise
• Strong customer service and communication skills
• Systems proficiency, problem-solving, and attention to detail