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Broker Relationship Manager Jobs in Boca Raton, FL

... relationships, foster new business opportunities. * Understand company facilities and broker risks when needed to successfully negotiate placements, manage quote-to-bind activities, and production ...

As a Business Broker, you will guide clients through every stage of the transaction--from valuation ... Maintain accurate records and activity within the company's CRM system. * Stay informed on market ...

Develop relationships with our agency and underwriter partners * Receive and respond to calls ... Nothing in this restricts management's right to assign or reassign duties and responsibilities to ...

Develop relationships with our agency and underwriter partners * Receive and respond to calls ... Nothing in this restricts management's right to assign or reassign duties and responsibilities to ...

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Broker Relationship Manager information

See Boca Raton, FL salary details

$26.5K

$76.4K

$132.9K

How much do broker relationship manager jobs pay per year?

As of Aug 30, 2026, the average yearly pay for broker relationship manager in Boca Raton, FL is $76,356.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,800.00 and $99,800.00 per year, depending on experience, location, and employer.

What is a broker relationship manager?

Broker Relationship Managers are professionals who act as the main point of contact between a company and its broker partners. They are responsible for developing and maintaining strong relationships with brokers, ensuring smooth communication, and helping brokers understand the company's products or services. Their duties often include onboarding new brokers, providing training, resolving issues, and collaborating to achieve mutual business goals. The role is common in industries like insurance, finance, and real estate, where companies rely on brokers to distribute their products.

How does a broker relationship manager typically collaborate with sales and underwriting teams to support client needs?

A Broker Relationship Manager acts as a key liaison between brokers, sales teams, and underwriting departments to ensure seamless service delivery. They regularly communicate broker feedback and client requirements to both teams, helping to tailor solutions and resolve issues quickly. This collaboration involves coordinating meetings, sharing market intelligence, and working together on proposals or renewals. By fostering strong internal relationships, Broker Relationship Managers help drive new business and maintain high client satisfaction.

What are the key skills and qualifications needed to thrive as a broker relationship manager, and why are they important?

To thrive as a Broker Relationship Manager, you need a solid background in sales, account management, and financial services, often supported by a relevant degree or professional certifications. Familiarity with CRM software, financial products, and compliance systems is typically required. Exceptional interpersonal skills, negotiation abilities, and proactive problem-solving make someone stand out in this role. These competencies are vital for building strong broker partnerships, ensuring regulatory compliance, and driving business growth.

What is the difference between Broker Relationship Manager vs Financial Advisor?

AspectBroker Relationship ManagerFinancial Advisor
CredentialsSeries 7, Series 63/65 licensesCertified Financial Planner (CFP), Series 7 often preferred
Work EnvironmentFinancial institutions, brokerage firmsIndependent or firm-based, client offices
Employer & IndustryBanking, brokerage, investment firmsFinancial planning, wealth management
Primary FocusManaging broker relationships, salesProviding comprehensive financial planning

While both roles involve client interaction and financial knowledge, a Broker Relationship Manager primarily focuses on managing relationships with brokers and sales channels within financial firms, whereas a Financial Advisor provides personalized financial planning and investment advice directly to clients. The roles often overlap in industry and credentials but differ in daily responsibilities and client engagement.

Is being a broker relationship manager a stressful job?

Broker relationship managers often work in fast-paced environments that require strong communication and problem-solving skills. The role can be stressful due to managing client expectations, meeting sales targets, and handling multiple accounts simultaneously, but workload and stress levels vary depending on the organization and individual workload.

What are popular job titles related to Broker Relationship Manager jobs in Boca Raton, FL?

For Broker Relationship Manager jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching Broker Relationship Manager jobs in Boca Raton, FL look for?

The top searched job categories for Broker Relationship Manager jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Broker Relationship Manager jobs?

Cities near Boca Raton, FL with the most Broker Relationship Manager job openings:

Infographic showing various Broker Relationship Manager job openings in Boca Raton, FL as of August 2026, with employment types broken down into 84% Full Time, 15% Part Time, and 1% Contract. Highlights an 79% Physical, 3% Hybrid, and 18% Remote job distribution, with an average salary of $76,356 per year, or $36.7 per hour.

Associate Broker

Hollywood, FL • On-site

Brown & Brown, Inc.
Law Firms • 11 - 50 employees

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago


Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Bridge Specialty Group is seeking an Associate Broker to join our growing team in Hollywood, FL.
The Associate Broker Works directly with an established broker under general supervision of operations leader and office leader. The associate brokers' primary duties are to review insurance submissions and applications to evaluate, qualify, and market individuals and groups for insurance.
How You Will Contribute:
  • Examine application forms, inspection reports, insurance maps, and loss runs to assess risk factors such as ISO classifications, applicant financials, age, occupation, accident history, and property condition.

  • Review company records to determine the amount of insurance in force on single or closely related risks, evaluating potential losses from catastrophes or excessive coverage.

  • Broker risks by ensuring the completion of required documentation, obtaining necessary quotes and binders in writing, issuing policies accurately, making state filings, and ensuring taxes are paid in accordance with state laws.

  • Secure payments on risks bound or written to maintain proper financial controls.

  • Review, analyze, and qualify risks submitted by Producers, evaluate submissions for premium and terms, and issue indications, quotes, and binders, utilizing inspection companies when necessary.

  • Develop and maintain carrier and brokerage relationships to place specific risks and grow a book of business.

  • Market and meet with retail agency customers to develop and cultivate relationships, foster new business opportunities.

  • Understand company facilities and broker risks when needed to successfully negotiate placements, manage quote-to-bind activities, and production results.

  • Service existing and generate new business and prioritize tasks to effectively manage workload.

  • Train and guide processors and assistants, review submissions for accuracy and completeness, and develop their brokering skills while reducing clerical workload.

Licenses and Certifications:
  • P&C State licensed.

  • CIC, CRIS and CPCU candidate, thorough familiarity with applicable ISO manuals, forms, rating plans, policy forms, coverages, exclusions, conditions, and terms. (Preferred)

Skills & Experience to Be Successful:
  • Bachelor's degree (B. A.) from four-year College or university (Preferred)

  • 5 years insurance experience, 2 years of which is an underwriting assistant. (Preferred)

  • Proficient with MS Office Suite.

  • Exceptional telephone demeanor.

  • Experience with excess and surplus lines underwriting agency or company

About Us:
Bridge Specialty Group creates a seamless way to connect the varying needs of our retail partners with the market clout and talents of our wholesale entities. Our more than 25 niche-focused brands reflect our deep experience and specialization in construction, general casualty, environmental liability, professional liability, health care, public entity, workers' comp, property and personal lines.
With more than 50 locations and more than 2,000 team members throughout the United States and Europe, Bridge has access to more than 200 standard and excess & surplus lines carriers that support our $7+ billion premium book.
Our focus is on bringing the power of collective size and specialty to the wholesale brokerage marketplace. Bridge Specialty Group - aligning risk with greater reach.
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
  • Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
  • Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
  • Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
  • Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
Recruiting Vendor Disclosure Statement
Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".