Broker Relationship Management Specialist

Job Summary

Supporting preferred and developing brokers in the U500 block of business, the full-time remote Broker Relationship Management Specialist will manage day-to-day broker support activities, coordinate meetings, and identify retention risks to ensure a consistent customer experience.

Key responsibilities:

• Serve as the primary point of contact for brokers, responding to inquiries in a timely and professional manner
• Coordinate scheduling, logistics, execution, and follow-up for broker and client meetings
• Identify potential client retention risks and escalate concerns while supporting mitigation solutions

Required qualifications:

• 4-year Bachelor's degree or equivalent work experience (4 years of experience in lieu of a Bachelor's)
• 1-3+ years of experience in relationship management or a closely aligned role
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)