Also referred to as:
Broker Outreach Representative I, Broker Relationship Development Representative I, Insurance Broker Relationship Specialist I
Requirements and Responsibilities
Broker Relations Representative I supports and maintains relationships with external insurance brokers and agencies to promote the organization's products, drive sales performance, and ensure broker satisfaction. Serves as the primary point of contact for assigned brokers by responding to inquiries, providing product information, and resolving service-related issues. Being a Broker Relations Representative I educates brokers on product features, underwriting guidelines, pricing, and submission processes to support effective quoting and placement. Monitors broker production activity, identifies performance trends, and recommends actions to grow business metrics. Additionally, Broker Relations Representative I coordinates with internal departments such as underwriting, claims, and operations to facilitate broker requests and ensure timely service delivery. Maintains accurate records of broker interactions, activities, and performance metrics in CRM and reporting systems. Requires a bachelor's degree. Typically reports to a manager. The Broker Relations Representative I work is closely managed. Works on projects/matters of limited complexity in a support role. To be a Broker Relations Representative I typically requires 0-2 years of related experience.
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