Airtable + Softr Expert Needed to Build Broker Intake

We are seeking a sharp Buyer Qualification Analyst to support our M&A team by screening buyers and preparing summaries for internal decision-making.This role is critical to ensuring brokers and clients spend time only on serious buyers. · ...

This role is with one of our MGA partners. As a Commercial Underwriter you will manage commercial submissions from initial intake through to binding. · Act as a primary broker contact on assigned commercial submissions · Review assess and quote commercial risks within established ...

We are looking for an experienced WordPress web designer/developer with direct experience in the business broker and M&A advisory space. · ...

We are seeking a Salestrekker 2.0 expert to help us design and implement automated mortgage broker workflows and a comprehensive client journey from initial intake to settlement. · ...

The Administrative Assistant plays a key role in our Life Insurance Brokerage with supporting brokers, clients, and the insurance process from lead intake through policy issue and ongoing servicing. · This is a remote role.Coordinate life insurance cases from lead stage through p ...

The Life Insurance Assistant plays a key role in supporting brokers, clients, and the insurance process from lead intake through policy issue and ongoing servicing.Coordinate life insurance cases from lead stage through policy issue and servicing · Support client onboarding and g ...

The Life Insurance Assistant plays a key role in supporting brokers and clients through the insurance process from lead intake to policy issue and servicing. · Licensed assistants may write policies; unlicensed assistants focus on coordination and support for assigned brokers dur ...

Job summary: We're a mortgage broker business looking for GoHighLevel specialist to help us set up and build out system. · Build high-converting landing pages, set up funnels, create forms/surveys for lead intake and basic pipeline/CRM setup inside GHL. · Build high-converting la ...

This role is accountable for delivering superior customer service when assisting Brokers with Guidewire related inquiries. You will handle general inquiries related to Personal products, pricing, underwriting appetite, and billing inquiries. This position requires P&C Insurance / ...

This role is accountable for delivering superior customer service when assisting Brokers with Guidewire related inquiries. · Handles general incoming broker inquiries and requests via phone and email interactions pertaining to underwriting, billing, products, and pricing. · ...

We are seeking an experienced developer to enhance our web application's frontend and integrate secure APIs. · Improving user interface elements · Ensuring responsive design · Optimizing performance · ...

+The Mortgage Assistant plays a vital role in supporting our mortgage brokers by managing administrative tasks... · ...

I'm looking for a high-skill Virtual Executive Assistant to support me as a principal investor in U.S. commercial real estate. · This is not a basic admin role. You'll be helping manage deal flow, broker relationships, and execution so I can stay focused on decisions and negotiat ...

We're a real estate media company with ~3,000 contacts and ~60 active clients. We need a one-time CRM build and training project so we can manage it internally going forward. · ...

Insight Global is looking to hire both Personal AND Commercial Lines Account Managers. · Upselling, networking, generating business through relationships and intakes · Avoiding... · ...

I'm hiring a senior, compliance-first architect to design and implement a live CRM → lead exchange integration that supports both exclusive and tiered non-exclusive routing, without creating TCPA or duplicate-sale liability. · This is distribution and exchange execution- not ads, ...

We are expanding our Farm Property and Commercial Agribusiness practice across Western Canada and are looking for a senior producing broker to lead growth while setting strong service and technical standards. · This is a hands-on sales-led role supported by a strong service team. ...

The Life Insurance Assistant plays a key role in supporting brokers, clients and the insurance process from lead intake through policy issue and ongoing servicing. · LLQP licence or working towards getting their LLQP  · Bilingual (French & English) · ...

The Administrative Assistant plays a key role in our Life Insurance Brokerage with supporting brokers, clients and the insurance process from lead intake through policy issue and ongoing servicing. · ...