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Broker Onboarding Jobs (NOW HIRING)

Broker Relations Manager

Albany, NY · On-site

$106K - $131K/yr

Strategic Broker Network Development • Nurture executive-level partnerships with key regional broker principals, top producers, and network aggregators. • Oversee the broker onboarding process ...

Oversee the broker onboarding process, ensuring new partners receive proper portal training, product education, and marketing collateral. Design and implement a lead generation strategy specific to ...

New

Oversee the broker onboarding process, ensuring new partners receive proper portal training, product education, and marketing collateral. Design and implement a lead generation strategy specific to ...

New

Broker Relations Manager

Manhattan, NY · On-site

$110K - $135K/yr

Strategic Broker Network Development • Nurture executive-level partnerships with key regional broker principals, top producers, and network aggregators. • Oversee the broker onboarding process ...

Responsibilities : • Lead broker onboarding end-to-end--from initial certification through FIX go-live readiness--for a rapidly expanding client base that includes some of the largest and most ...

New

Support broker onboarding, licensing, and appointment processes. Full-Cycle Sales & Pipeline Management * Own and manage the full sales pipeline for assigned non-active brokers-from initial outreach ...

Support broker onboarding, licensing, and appointment processes. Full-Cycle Sales & Pipeline Management * Own and manage the full sales pipeline for assigned non-active brokers-from initial outreach ...

Support broker onboarding, licensing, and appointment processes. Full-Cycle Sales & Pipeline Management * Own and manage the full sales pipeline for assigned non-active brokers-from initial outreach ...

Support broker onboarding, licensing, and appointment processes. Full-Cycle Sales & Pipeline Management * Own and manage the full sales pipeline for assigned non-active brokers-from initial outreach ...

The Broker Onboarding team believes that great technology and great service aren't mutually exclusive. We're building both. Every team member takes real ownership of their work and makes a tangible ...

Support broker onboarding, licensing, and appointment processes. Full-Cycle Sales & Pipeline Management * Own and manage the full sales pipeline for assigned non-active brokers-from initial outreach ...

This role encompasses comprehensive responsibilities, including broker onboarding, system configuration, enrollment tracking, payment alignment, and overseeing operational platforms with external ...

Apply Early

Support broker onboarding, licensing, and appointment processes. Sales Pipeline Development: * Manage a consistent pipeline of broker opportunities aligned with monthly and quarterly sales goals.

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Broker Onboarding information

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How much do broker onboarding jobs pay per hour?

As of Jul 3, 2026, the average hourly pay for broker onboarding in the United States is $25.95, according to ZipRecruiter salary data. Most workers in this role earn between $18.99 and $29.09 per hour, depending on experience, location, and employer.

Can I be a broker with no experience?

Becoming a broker typically requires relevant licensing, such as passing a licensing exam, and some firms may prefer candidates with prior experience or industry knowledge. While formal experience is not always mandatory, having strong communication skills, understanding financial products, and obtaining necessary certifications are important for success in the role.

What is the difference between Broker Onboarding vs Insurance Agent?

AspectBroker OnboardingInsurance Agent
Required CredentialsLicenses, background checks, compliance trainingLicenses, product training, state-specific certifications
Work EnvironmentCorporate, financial institutions, brokerage firmsIndependent or agency-based, insurance companies
Industry UsageFinancial services, brokerage firmsInsurance companies, agencies

Broker Onboarding involves integrating new brokers into financial or brokerage firms, focusing on compliance and licensing. Insurance Agents are licensed professionals selling insurance products, often working independently or within agencies. While both roles require licensing and industry knowledge, Broker Onboarding is a process for new brokers, whereas Insurance Agents are the licensed professionals themselves.

Is onboarding a good job?

Broker onboarding involves guiding new brokers through the registration and compliance process, requiring strong communication and organizational skills. It can be a stable role with opportunities for advancement, especially in financial or insurance industries, but job satisfaction depends on the work environment and individual preferences.

What is Broker Onboarding?

Broker Onboarding is the process of integrating new brokers into a company's network or platform. This involves verifying their credentials, ensuring compliance with regulatory requirements, collecting necessary documentation, and providing training on company policies and systems. The goal is to streamline the transition for brokers, minimize compliance risks, and enable them to start conducting business efficiently and effectively.

What are some typical challenges faced during the broker onboarding process, and how can new hires effectively overcome them?

New hires in broker onboarding often encounter challenges such as managing complex regulatory requirements, coordinating with multiple internal departments, and ensuring timely collection of complete documentation from brokers. Effective communication and strong organizational skills are essential for navigating these challenges. Proactively collaborating with compliance, legal, and IT teams, as well as maintaining detailed checklists and clear timelines, can help streamline the process and reduce bottlenecks. Continuous learning about evolving industry regulations and company policies will also support smoother onboarding experiences.

What skills do you need to be an onboarding specialist?

An onboarding specialist needs strong communication and interpersonal skills to guide new employees or clients through the onboarding process. They should have organizational abilities, attention to detail, and proficiency with onboarding software or customer relationship management (CRM) tools. Additionally, understanding company policies and procedures is essential for effective onboarding.

What is the highest paid type of broker?

In the brokerage industry, investment bankers and securities brokers tend to be among the highest paid, especially those working in mergers and acquisitions or trading at major firms. Compensation often includes high base salaries, bonuses, and commissions, with top performers earning significant income based on deal size and performance.

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

To thrive as a Broker Onboarding Specialist, you need a solid understanding of financial regulations, account setup procedures, and experience in the brokerage or financial services industry. Familiarity with onboarding platforms, CRM systems, and compliance management tools is typically required, along with relevant certifications such as FINRA Series 7 or equivalent. Excellent organizational skills, attention to detail, and strong interpersonal communication help facilitate smooth client experiences and cross-team collaboration. These skills are vital for ensuring regulatory compliance, reducing onboarding errors, and building positive broker relationships.
More about Broker Onboarding jobs
Infographic showing various Broker Onboarding job openings in the United States as of June 2026, with employment types broken down into 50% Full Time, 5% Part Time, and 45% Contract. Highlights an 82% Physical, 6% Hybrid, and 12% Remote job distribution, with an average salary of $53,969 per year, or $25.9 per hour.

Broker Relations Manager

StateJobsNY

Albany, NY • On-site

$106K - $131K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 3 days ago


Job description

Duties Description Reporting directly to the Sales Director under the strategic oversight of the Chief Operating Officer (COO) for Insurance Operations, the Broker Relations Manager ensures the overall administration, promotion, and execution, of NYSIF's broker relations team. Manage a team of Broker Relationship Specialists focused on driving revenue through independent agencies, brokerages, and aggregators. Your primary mission is to align carrier underwriting appetites with broker pipelines, optimize portfolio profitability, and elevate our brand as the carrier of choice.
The position will drive market expansion beyond traditional sectors to ensure NYSIF remains viable, solvent, and capable of delivering top-tier workers' compensation and disability/paid family leave services to New York businesses.
Responsibilities include, but are not limited to:
Team Leadership & Performance
• Manage and coach a regional team of Broker Relationship Specialists to hit monthly, quarterly, and annual premium targets.
• Establish clear KPIs for the team regarding broker visit frequencies, pipeline conversion rates, and new account appointments.
• Conduct regular pipeline reviews with team members to unblock high-value accounts.
• Broker Services: Provide direction and guidance to the broker services unit. This includes all "post-sale" service requests and complaint elevations.
Production & Portfolio Management
• Drive profitable premium growth across all core business lines by ensuring the team targets high-retention, high-margin broker business.
• Analyze premium data, loss ratios, submission-to-quote, and renewal metrics to optimize the health of the broker portfolio.
• Collaborate with Underwriting Leaders to clearly communicate appetite changes, coordinate co-authored appetite guides, and resolve friction points.
Strategic Broker Network Development
• Nurture executive-level partnerships with key regional broker principals, top producers, and network aggregators.
• Oversee the broker onboarding process, ensuring new partners receive proper portal training, product education, and marketing collateral.
• Design and implement a lead generation strategy specific to the agency by identifying and qualifying leads that will build a robust pipeline for future product expansion and sales development.
• Conduct introductory meetings with leads and cultivate relationships until they are ready for handoff to permanent broker relations staff.
• Develop Broker Dashboard: Lead the project to capture relevant broker data to a scalable dashboard. Collaborate with PHS, Customer Service and IT towards future stages of development and then maintain periodic updates.
Market Intelligence & Feedback Loops
• Gather field intelligence on competitor pricing, coverage enhancements, and technology platforms to advise internal product development.
• Represent the insurance company at national and regional industry conventions, trade shows, and broker panels.
• Analyze market trends and competitor offerings to make informed sales strategies
• Utilize CRM software to track all team interactions, map broker hierarchies, and generate executive distribution reports.
Minimum Qualifications Minimum Qualifications:
• 11 years of extensive expertise within the New York insurance market, specifically regarding Workers' Compensation, Disability Benefits, and Paid Family Leave (PFL); OR
• Bachelors degree in Insurance, Risk Management, Business Administration, or related field and 7 years of extensive expertise within the New York insurance market, specifically regarding Workers' Compensation, Disability Benefits, and Paid Family Leave (PFL).
Preferred Qualifications:
• Proven track record of managing complex, cross-functional teams under tight production deadlines.
• Demonstrated experience designing lead-generation strategies, building sales pipelines, and managing partner relationships through sales lifecycle
Please be advised that the New York State Insurance Fund (NYSIF) does not offer sponsorship for employment visas to employees or potential employees. Candidates sponsored for employment by an organization should be aware of their sponsorship status and the relevant expiration date(s) of that sponsorship before applying to this position. NYSIF is not currently enrolled in eVerify, which is a requirement for certain types of employment verifications.
Additional Comments Please note, the official Civil Service title for this position is: Project Coordinator.
Salary within the posted range will be commensurate with experience. Please note, NYSIF does not offer bonus programs as part of our compensation program.
Fringe Benefits:
• Competitive compensation
• Future career growth potential
• Open and supportive team-based environment
• Plentiful vacation, personal, and sick time off
• Paid state and federal holidays
• Affordable health insurance plans
• Dental and vision benefits provided at no additional cost
• Retirement options
• Public Student Loan Forgiveness (PSLF)
• Possibility of telecommuting, flextime, and Alternative Work Schedules (AWS)
About NYSIF:
For more information about NYSIF, including our mission, commitment to diversity, equity, and inclusion, and efforts to fulfill Executive Order 31, please visit www.nysif.com.
If you are a person with a disability and wish to request that a reasonable accommodation be provided for you to participate in a job interview, please send an email to NYSIF's Reasonable Accommodations mailbox at ra@nysif.com.
Some positions may require additional credentials or a background check to verify your identity.
Name Kayla Burns
Telephone
Fax 518-437-1618
Email Address hr@nysif.com
Address
Street PO Box 66699
City Albany
State NY
Zip Code 12206
Notes on Applying Please submit resume and cover letter to hr@nysif.com, referencing the Vacancy ID number in your subject line.