1. Manages broker relationships

• Acts as the main point of contact for brokers.
• Builds strong rapport to encourage loyalty and higher sales performance.
• Provides ongoing support, guidance, and resources.

2. Drives broker performance

• Helps brokers understand products, pricing, and competitive positioning.
• Shares best practices and offers training or coaching.
• Monitors broker portfolios and identifies growth opportunities.

3. Ensures smooth operations

• Assists with onboarding new brokers or agencies.
• Coordinates necessary documentation, licensing, and compliance.
• Resolves issues related to applications, claims, commissions, or systems access.

4. Supports sales strategy

• Communicates promotions, product updates, and sales campaigns.
• Collects broker feedback and insights for internal teams.
• Collaborates with marketing, underwriting, sales, and service departments

Job Requirements

• Strong relationship-building and customer service
• Excellent communication and negotiation
• Knowledge of the company’s products (e.g., insurance plans, investment products)
• Problem-solving and conflict resolution
• CRM/management systems proficiency