Year over year change in 12 month closed volume as a percentage
% Change
Company
Name of current office
Roles in BrokerKit 1. Regional Level
Responsibilities:
I. Decide the responsibilities of the Team Leader. II. Hold Team Leaders accountable for usage of BrokerKit. III. Decide the goals needed for each account. IV. Work with the Team Leaders on their goals. a. Define target base with each Team Leader. V. Monitor regional performance metrics and ensure compliance with BrokerKit usage. a. SAs can pull this information for the regionals. VI. Work with Administration on a. Needed trainings, rightsizing of accounts, overall operational usage of accounts. b. Review current campaigns and decide which ones need updates. VII. Work with Marketing on lists for potential leads. 2 . Team Leaders: Responsibilities: I. (Responsibilities will be decided on by Regional Leadership) o *There will be a training from BrokerKit about best practices for Team Leaders II. Work with the regional leadership on goals/metrics for their account. III. Provide feedback to the Regional on system improvements or challenges. IV. Work with Office Admin on tasks that have been completed/need to be done.
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