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Broker Account Manager Jobs (NOW HIRING)

HTP Solutions

Broker Account Manager

Mclean, VA

$70K/yr

JOB SUMMARY The Broker Account Representative at is responsible for building and managing strong one-on-one relationships with mortgage brokers and referral partners to drive consistent deal flow.

Gallagher

Broker/Account Manager

Alpharetta, GA · On-site

Assists in managing accounts with low to medium complexity and supports senior Broker Account Executive/Manager in medium to large books of business. * Manages subset of less complex clients and key ...

Gallagher

Garage Broker/Account Manager

Lexington, KY · On-site

Overview We're looking for a Garage Broker/Account Manager to help grow new business and support current clients. You'll work with a client service team. You'll manage day-to-day account work and ...

Gallagher

Benefit Broker Account Manager

Tampa, FL

$50K - $70K/yr

We are seeking a highly motivated and experienced Benefit Broker Account Manager to join our team. This role is responsible for managing and servicing a portfolio of large group clients, including ...

Gallagher

Benefit Broker Account Manager

Orlando, FL · On-site

$50K - $70K/yr

We are seeking a highly motivated and experienced Benefit Broker Account Manager to join our team. This role is responsible for managing and servicing a portfolio of large group clients, including ...

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How much do broker account manager jobs pay per year?

As of Jul 20, 2026, the average yearly pay for broker account manager in the United States is $65,816.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $78,500.00 per year, depending on experience, location, and employer.

Is being a tam a good career?

A Broker Account Manager is a professional who manages client accounts in the financial or insurance industries, requiring strong communication and organizational skills. It can be a stable career with opportunities for advancement, especially with relevant certifications and industry experience. Success depends on individual performance and the ability to build client relationships.

What is the difference between Broker Account Manager vs Insurance Agent?

AspectBroker Account ManagerInsurance Agent
CredentialsMay require licensing or certifications depending on industryTypically requires state licensing and certifications
Work EnvironmentCorporate offices, client meetings, account managementFieldwork, client consultations, sales
Employer & Industry UsageFinancial, insurance, or brokerage firmsInsurance companies, agencies
Search & Comparison IntentUnderstanding roles, licensing, career pathsSales techniques, licensing, career info

While both roles involve client interaction and industry knowledge, a Broker Account Manager primarily manages client accounts within a brokerage or financial firm, focusing on service and retention. An Insurance Agent mainly sells insurance policies and requires specific licensing. The roles differ in daily tasks, work environment, and career focus, but both require industry certifications and client relationship skills.

What jobs in the US pay 300,000 a year?

Broker Account Managers in the financial industry can earn $300,000 or more annually, especially with bonuses and commissions. High-level roles such as investment bankers, financial advisors, and senior executives also often reach or exceed this salary level, typically requiring extensive experience, certifications, and a strong client base.

What jobs make $3,000 a day?

Broker Account Managers in financial services can earn $3,000 or more per day through commissions, bonuses, and high-value client portfolios. Other high-earning roles include investment bankers, corporate lawyers, and specialized surgeons, often requiring advanced certifications, experience, and a high level of skill. These positions typically involve demanding schedules and significant responsibility.

What are some common challenges faced by Broker Account Managers when managing relationships with multiple brokers?

Broker Account Managers often juggle relationships with several brokers, each with unique needs and expectations. A common challenge is ensuring timely communication and tailored support for each broker, while balancing internal priorities and compliance requirements. Managing these relationships effectively requires strong organizational skills and the ability to quickly resolve issues to maintain trust and satisfaction. Building long-term partnerships also involves staying current with industry trends and proactively identifying opportunities for both the broker and your organization.

What is a broker account manager?

A broker account manager is a professional responsible for managing client accounts within a brokerage firm. They serve as the primary point of contact, providing investment advice, account support, and ensuring client needs are met. Strong communication skills and knowledge of financial products are essential for this role.

What are the key skills and qualifications needed to thrive as a Broker Account Manager, and why are they important?

To thrive as a Broker Account Manager, you need strong sales acumen, relationship management skills, and a background in finance or business, often supported by relevant industry certifications. Familiarity with CRM software, financial products, and platforms commonly used in brokerage operations is essential. Excellent communication, negotiation, and problem-solving abilities help you build trust and effectively manage broker relationships. These skills ensure you can drive business growth, retain clients, and maintain high levels of satisfaction in a competitive market.
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Broker Account Manager jobs near you
Infographic showing various Broker Account Manager job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 77% In-person, 4% Hybrid, and 19% Remote job distribution, with an average salary of $65,816 per year, or $31.6 per hour.

Broker Account Manager

HTP Solutions

Mclean, VA

$70K/yr

Full-time

Medical, Retirement

Re-posted 14 days ago

Job description

ABOUT US 

We are one of the fastest-growing hard money lenders in the U.S., originating over $300M+ annually and continuing to expand across the East Coast.

This is not a traditional loan officer role.

With us, you are positioned as a trusted advisor to real estate investors — helping structure deals, solve problems, and drive outcomes. Our horizontal organizational structure provides direct access to leadership, enabling faster decision-making and stronger deal execution.

We are building a high-performance sales team through a cohort hiring model, giving you the opportunity to grow alongside peers while receiving hands-on coaching and mentorship.

Why Join US

  • Company University: Structured onboarding and ongoing training (30-60-90 day ramp + continuous coaching)
  • Clear Career Path: Defined progression from Junior CLO → CLO → Senior CLO
  • Competitive Product Suite
  • Direct Access to Leadership: Work closely with decision-makers to move deals quickly
  • Team-Based Environment: Collaborate with top producers and leverage shared knowledge
  • Growth-Focused Organization: Hiring due to expansion, not backfill
  • Strong Culture & Incentives: Annual company trips and a highly collaborative environment

We are ideal for individuals who want to build a long-term book of business, increase their earnings, and grow within a high-performing team. 

  

JOB SUMMARY 

The Broker Account Representative at is responsible for building and managing strong one-on-one relationships with mortgage brokers and referral partners to drive consistent deal flow. This in-office role combines business development, outbound prospecting, and full loan origination responsibilities, requiring the ability to generate new broker partnerships, maintain an active pipeline, and guide deals from submission through closing. The ideal candidate is highly proactive, relationship-focused, and disciplined in using CRM tools to track performance, with a strong emphasis on delivering quality opportunities and long-term growth across the East Coast market.


Compensation & Benefits

  • Base Salary: $70,000 + commission 2.5% of points revenue $0-$2.5M volume 5% of points revenue of $2.5M+volume
  • $1000 per new broker sourced and closed

Compensation & Benefits

  • Competitive flat base salary model (no draw structure)
  • Performance-based incentives aligned with industry earnings
  • Significant upside based on production
  • Full benefits package including:
  • Health insurance
  • 401(k) with company match (~4%)


  

ESSENTIAL DUTIES AND RESPONSIBILITIES 


Opportunity Generation Loan Origination

  • Generate 5 qualified broker-sourced opportunities per business day
  • Ensure all opportunities are logged and tracked in Salesforce, with clear attribution to the referring broker
  • Guide brokers to submit deals via the Broker Portal, ensuring a smooth intake and the underwriting process
  • Operate as a loan officer, managing broker-sourced leads from submission through to close
  • Deliver a consistent pipeline resulting in 8 closed loans per month, representing $2.5M+ in funded volume CRM, Reporting Pipeline Discipline
  • Maintain an active pipeline and detailed communication records within Salesforce
  • Collaborate with marketing and operations to provide broker feedback and enhance tools like the Broker Portal
  • Contribute to continuous process improvement by identifying gaps in the broker onboarding, lead flow, or documentation needs 

What Success Looks Like

  • Source and qualify new individual broker relationships aligned with lending focus (fix and flip, new construction, DSCR, etc.)
  • Complete a minimum of 5 new qualified broker Contacts per week, ensuring accurate and complete profile data
  • Make 100+ outbound calls per week to initiate and nurture broker relationships

-Additionally, 100+ emails and text messages per week are expected

  • Conduct 1 virtual meeting per week with brokers to explore their borrowers

pipelines and establish rapport

  • Schedule and attend 1 in-person meeting per week, including coffee meetups, office visits, or ride-alongs
  • Attend 1 local real estate investor meetup or broker networking event per week to expand broker visibility and referrals