Source Job

$55,000–$65,000/yr
US

  • Establish an understanding of products and processes and how agents/brokers interact with them.
  • Maintain knowledge of insurance industry markets, products, and legal environments.
  • Work in tandem with Sales Executives to service agents/brokers and encourage renewals.

Sales Insurance Microsoft Office Excel Underwriting

20 jobs similar to Broker Firm Relationship Manager

Jobs ranked by similarity.

US

  • Contact new and existing brokers to explain features and benefits of our programs.
  • Compile, organize and relay crucial information to close quotes.
  • Maintain producer marketing database.

Integrated Specialty Coverages, LLC (ISC) is a growth-stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market. Backed by one of the leading private equity firms, Onex Partners, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse.

$80,000–$100,000/yr

  • Manage a defined territory to generate sales and develop new business
  • Promote products through presentations, seminars and other approaches
  • Provide superior service to ensure positive experiences at all times

Foresters Financial is an international financial services provider that began in 1874. They provide life insurance, savings, retirement and investment solutions that help families achieve long-term financial health and security and are committed to sustaining an equal opportunity environment.

Sales Agent

Branch
US

  • Drive impactful conversations through inbound and outbound calls, creating a seamless and delightful experience.
  • Deliver fast, accurate multi-carrier quotes grounded in strong underwriting judgment.
  • Move confidently through multiple systems (rater/carrier platforms) with speed, accuracy, and efficiency.

Branch is on a mission to make insurance more accessible, so more people can be covered. As they redefine insurance, they also want to redefine what it means to work in insurance.

US

  • Oversee client service and communication, ensuring excellence in every interaction.
  • Manage administrative processes for client insurance policies such as renewals and invoicing.
  • Work with underwriters to find creative solutions for customer needs and facilitate client claims processes.

Insurance Office of America (IOA) provides property and casualty, employee benefits, personal lines insurance, and risk management solutions, including insurtech innovation. The company, founded in 1988, has over 1,300 associates in over 60 offices in the U.S. and UK.

US

  • Deliver personalized insurance quotes and exceptional service for non-Horace Mann products.
  • Foster strong relationships with agents and proactively address client inquiries to ensure a seamless customer experience.
  • Achieve production goals through consistent client engagement and follow-ups.

Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, they’ve broadened their mission to helping all educators protect what they have today and prepare for a successful tomorrow. They serve more than 4,100 school districts nationwide, they’re publicly traded on the New York Stock Exchange (symbol: HMN) and they have more than $12 billion in assets.

$1,079–$2,159/mo

  • Assessing and pricing risk, managing client portfolios, reviewing insurance policies.
  • Handling claims, liaising with clients and insurance adjusters, and ensuring timely resolution of claims.
  • Providing administrative support, handling policy renewals, client communications, and maintaining client files.

ICS connects experienced professionals with opportunities in the brokering and insurance sectors, servicing international brokers and insurance firms. They aim to maintain a diverse, pre-qualified talent pool to present to clients efficiently.

US

  • Provide underwriting with pre-quote transaction support.
  • Assume responsibility for completion of the transaction after underwriting binds an account.
  • Communicate and collaborate with other departments within the corporation to answer policy questions, resolve issues, and identify ways to streamline processes.

Crum & Forster (C&F) provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. Our most valuable asset is our people: more than 2000 employees in locations throughout the United States.

US

  • Develop and execute a scalable broker partnership strategy to drive Medicare Advantage patient acquisition.
  • Build and maintain relationships with high-performing captive and independent Medicare Advantage brokers and agencies.
  • Train Community Liaisons and field teams on broker engagement best practices, relationship management, and referral development.

They focus on driving Medicare Advantage patient growth across the primary care clinic network operating in a value-based care model. The company fosters high-value relationships with Medicare Advantage brokers and agencies within the Growth team.

US

  • Personally source and build pipeline through broker relationships and broker-led opportunities
  • Lead broker-influenced and broker-sourced sales cycles from first touch through close
  • Build trusted, long-term relationships with brokers and producing advisors

Candidly, founded in 2016, aims to revolutionize college planning, borrowing, repayment, and saving. They are a Series B startup with a fully remote, international team of 70+ alumni from companies like Google, UBS, and Twitter, offering an AI-driven student debt and savings optimization platform.

Underwriter

QBE
$124,000–$204,500/yr
US

  • Contribute to the delivery of the annual business plan by making appropriate decisions.
  • Perform complex underwriting activities in compliance with legal and regulatory requirements.
  • Establish, strengthen, and develop relationships with stakeholders to maximize influence and achieve business objectives.

QBE is an international insurer and reinsurer offering a diverse portfolio of commercial, personal and specialty products, as well as risk management solutions. They employ a team of around 13,000 people in 27 countries around the world.

$90,000–$100,000/yr
US Unlimited PTO

  • Successfully renew contracts and cultivate client relationships.
  • Educate clients on health solutions and drive adoption of change.
  • Maintain renewal workflow and provide updates to clients/brokers.

Jobgether helps candidates get jobs through AI-driven matching. They ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements, and systems identify the top-fitting candidates.

  • Meets established sales quotas on monthly, quarterly, and annual basis.
  • Conducts initial outreach to sales leads/prospects.
  • Conducts client consultations regarding risk management and life and health solutions.

Trucordia is an insurance brokerage that offers people, tools, and solutions. They have over 5,000 team members across 200 offices and have been ranked as one of the fastest-growing companies in the U.S. for three consecutive years.

US

  • Essential for the marketing and underwriting of the Surety portfolio.
  • Establish strong broker relationships, manage a significant account portfolio, and underwrite profitable business.
  • Strengthen market presence and enhance client relationships.

Jobgether is a company that uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. The system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

US

  • Responsible for marketing lending products to prospective brokers/bankers.
  • Manages established broker relations including broker approvals, education, customer service and quality management regarding process, product and technology.
  • Performs initial contact to prospect new mortgage brokers/bankers and coordinates broker approval process.

Spring EQ is a national home equity lender providing flexible and tailored financing solutions directly to consumers with a national network of experienced brokers and partners. Since its founding in 2016, Spring EQ is among the fastest growing and highest-rated home equity financing partners in the United States.

$80,000–$90,000/yr
US Unlimited PTO

  • Drive profitable growth across assigned Strategic Partners.
  • Execute territory sales strategy by appointing, onboarding, and coaching new partners.
  • Train new and existing partners on quoting platforms, products, and underwriting guidelines.

DUAL North America is a specialist underwriting group and the market of choice for insurance intermediaries. They have grown to over 650 employees in 14 offices across the US and are continuing to grow, with employee ownership at its heart.

US

  • Support the Senior Director of Business Development in achieving revenue and growth targets.
  • Prospect and outreach for new potential partners to drive new partnerships.
  • Help with growing established partnerships through negotiation and cross-selling new initiatives.

Forbes Advisor aims to help readers turn their aspirations into reality by providing trusted advice and guidance for informed decision-making. It is an experienced team of industry experts across Content, SEO, Business Intelligence, Finance, HR, Marketing, Production, Technology and Sales.

Canada

  • Responsible for the profitable management of a portfolio of clients, maintain and strengthen relationships with consultants/advisors, and work closely with them to ensure client happiness.
  • Meet annual financial, growth and profitability objectives for your assigned block of business.
  • Develop and grow existing client and consultant/advisor relationships by delivering superior service, effectively communicate Manulife’s value proposition and products/services and represent Manulife professionally in client-facing meetings.

Manulife is a leading international financial services provider, helping people make decisions easier and lives better. As part of their global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go.

US 3w PTO

  • Handle inbound calls and warm leads to convert them into policyholders.
  • Consult with customers on their insurance needs and match the correct coverages, products, and benefits.
  • Represent the Liberty Mutual brand and connect customers with the right products for their individual needs.

Liberty Mutual Insurance is a Fortune 100 company. They are dedicated to creating a workplace where employees feel valued and supported, with inclusion embedded in their culture.

$61,000–$113,000/yr
US 3w PTO

  • Deconstructs new account submissions and bond requests by gathering information into systems and models.
  • Provides customer service to brokers and agents, resolving problems on bond transactions and service needs.
  • Executes post-sale account management and workflow, including file documentation and bond registration.

Liberty Mutual strives to create a workplace where everyone feels valued and supported. They build an environment that welcomes diverse perspectives and experiences, embedding inclusion into their culture.

US 12w maternity

  • Manage an assigned underwriting territory to achieve profitable growth.
  • Identify new business opportunities and manage agency relationships.
  • Drive profitable growth across the state of Texas.

Berkley Aspire is passionate about making excess and surplus lines business easy to transact. We differentiate ourselves by continually innovating to bring market-leading technology and services to our agents and their clients.