Broker Enablement Executive

Role Overview

The Broker Enablement Executive plays a critical role in supporting and empowering brokers to deliver exceptional client service and drive business growth. This role combines administrative precision with operational insight, ensuring brokers have the tools, processes, and information they need to succeed. This role requires working together with the Technical Administration team members in the Operations Division in ensuring cross-department efficiencies.

Key Responsibilities

Broker Support & Coordination

Assist brokers with policy documentation, renewals, endorsements, and other processing needs.

Ensure broking teams fulfill their responsibilities as part of the responsibility matrix.

Coordinate with insurers and underwriters to obtain quotations and policy terms.

Ensure timely and accurate data entry into broking systems and CRM platforms.

Operational Enablement

Streamline workflows and identify process improvements to enhance broker efficiency.

Support onboarding and training of new brokers on systems, tools, and compliance requirements.

Maintain and update broker enablement resources such as templates, guides, and FAQs.

Client Service Support

Liaise with clients for documentation, queries, and follow-ups as needed.

Prepare client presentations, reports, and renewal summaries in collaboration with brokers.

Compliance & Documentation

Ensure all documentation meets regulatory and internal compliance standards.

Maintain accurate records of client interactions, policy details, and correspondence.

Qualifications & Skills

Experience using Copilot tools (e.g., Microsoft Copilot in Excel, Word, or Teams) to enhance productivity and reporting.

Prior experience in insurance broking or financial services support roles preferred.

Organizational and multitasking abilities.

Communication and interpersonal skills.

Detail-oriented with a proactive mindset.

Nice to Have

Familiarity with commercial, specialty, or wholesale insurance broking.

Strong working knowledge of Microsoft Excel (e.g., pivot tables, formulas, data analysis).

Exposure to digital tools or platforms used in broker enablement or sales operations.

Representing Price Forbes

Champion the Price Forbes name and core values.

Unity – we build on our own experience of innovation to push boundaries in partnership with clients.

Accountability – we take ownership of our actions, honour our commitments, accept responsibility for our decisions, and follow through with integrity.

Integrity – we act with honesty, transparency, and fairness in all interactions, building trust through ethical behaviour and principled decision-making.

Quality – we are committed to delivering high standards, paying attention to detail, and continuously improving to exceed expectations.

Represent Price Forbes with clients, agents, suppliers and other organisations.

• Any other relevant tasks that the Chief Broking Officer and / or Head of Department may from time to time require you to enact.

Compliance

Your scope of duties is not restrictive and may be expanded at the company's discretion.