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 client retention risks while collaborating with internal partners.

Key responsibilities

• Serve as the primary day-to-day 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 recommended 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)
• Experience in a broker or customer-facing role
• Exposure to project coordination or multitasking in a time-sensitive environment