About The Role

The Operation Assistant provides operational, administrative, and billing support to brokers.

This role focuses on policy documentation, billing processes, mail handling, and daily operational support to ensure smooth and compliant operations.

In addition to routine operational support, the role will support the team’s efforts to apply Power Automate, AI, or other automation tools to help streamline and improve brokers’ daily operational workflows.

The position also requires close collaboration with team members and a service-oriented mindset to support shared team objectives.

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