Broker Relationship Management Specialist

Job Summary

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

Key responsibilities

• Serve as the primary point of contact for preferred and developing brokers, responding to inquiries in a timely manner
• Coordinate scheduling and logistics for broker and client meetings, ensuring effective execution and follow-up
• 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 related role
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Experience in a broker or customer-facing role is preferred
• Exposure to project coordination or multitasking in a time-sensitive environment