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Broker Relationship Manager Jobs in Riverside, CA

Prior experience using CRM programs. * Spreadsheet applications experience (Microsoft Excel). Pay Range Pursuant to local law, Colliers is disclosing the following information: Approximate ...

Prior experience using CRM programs. * Spreadsheet applications experience (Microsoft Excel). Pay Range Pursuant to local law, Colliers is disclosing the following information: Approximate ...

Prior experience using CRM programs. * Spreadsheet applications experience (Microsoft Excel). Pay Range Pursuant to local law, Colliers is disclosing the following information: Approximate ...

Manage corporate insurance programs, including policy renewals, certificates of insurance (COIs), broker relationships, and premium spend across the organization. You have: * 5-6 years of progressive ...

Treasury Manager

Irvine, CA ยท On-site

$140K - $150K/yr

Manage corporate insurance programs, including policy renewals, certificates of insurance (COIs), broker relationships, and premium spend across the organization. You have: * 5-6 years of progressive ...

Inside Broker

Irvine, CA ยท On-site

$95K - $110K/yr

... agent relationships. 2. Solicit, market, quote, bind, and confirm new and existing business. 3. ... make decisions and manage time effectively 7. Recognize new trends and developments in the ...

Inside Broker

Irvine, CA ยท On-site

$95K - $110K/yr

... agent relationships. 2. Solicit, market, quote, bind, and confirm new and existing business. 3. ... make decisions and manage time effectively 7. Recognize new trends and developments in the ...

You'll also be responsible for building and maintaining strong relationships with real estate investors, brokers, and buyers across multiple markets using tools such as InvestorLift and internal CRM ...

... relationships with key retail and broker partners. Cross-functional collaboration skills with a ... Experience managing broker networks and leading joint business planning with major retail accounts ...

Inside Broker

Santa Ana, CA ยท On-site

$95 - $110/hr

Develop, maintain and cultivate client and agent relationships. * Solicit, market, quote, bind, and ... Ability to review information, make decisions and manage time effectively. * Recognize new trends ...

Showing results 41-60

Broker Relationship Manager information

See Riverside, CA salary details

$29.2K

$84.2K

$146.6K

How much do broker relationship manager jobs pay per year?

As of Aug 20, 2026, the average yearly pay for broker relationship manager in Riverside, CA is $84,197.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,700.00 and $110,100.00 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 Riverside, CA?

For Broker Relationship Manager jobs in Riverside, CA, the most frequently searched job titles are:

What job categories do people searching Broker Relationship Manager jobs in Riverside, CA look for?

The top searched job categories for Broker Relationship Manager jobs in Riverside, CA are:

What cities near Riverside, CA are hiring for Broker Relationship Manager jobs?

Cities near Riverside, CA with the most Broker Relationship Manager job openings:

Production Underwriter/Broker

USG Insurance Services, Inc.

Irvine, CA โ€ข On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 days ago


Job description

Hours: 8:30-5:00 Local Time

Location: Remote or hybrid, depending on your area

Compensation: $65,000 - $150,000

Who We Are:

Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent presence across the nation. Our extensive network spans over 400 different markets and we proudly write business in all 50 states.

USG has consistently earned recognition for our excellence, being ranked as a 5-star MGA by Insurance Business of America for four consecutive years. Moreover, we take pride in our continuous acknowledgment as a Top Insurance Workplace over the past five years, as voted on by our current team members.

We at USG prioritize fostering a collaborative and mentoring-focused environment. We recognize the pivotal role each team member plays in our success, emphasizing hands-on training to ensure everyone feels comfortable and confident in their role. At USG, we actively empower our team members to bring their authentic selves to the workplace, recognizing that fostering diversity is essential for a thriving, creative, and dynamic professional environment.

In today's rapidly evolving business landscape, embracing cutting-edge technology is not just a choice but a necessity for staying relevant in the marketplace. Our in-house IT development and support teams expertly oversee and manage both our proprietary and third-party systems, ensuring our sales operations stay at the forefront of technological advancement.

Embark on your professional journey with USG, where it's more than just a job, it's a vibrant and supportive community committed to nurturing your success.

The Role Itself

In this role, you will engage directly with our primary customer, the independent Property and Casualty Retail Agent. Acting as a representative for either our contract or brokerage carriers, you will be responsible for soliciting, underwriting, marketing, and ultimately securing coverage for our business enterprises within the excess and surplus lines marketplace. Effective relationship-building skills are crucial to collaborate with our partners, aiming to cultivate a profitable book of business.

Responsibilities include:

  • Develop and maintain strong relationships with retail agents to drive new business opportunities and grow an assigned book of business.
  • Evaluate, underwrite, and broker risks by analyzing coverage needs, exposures, and market conditions to deliver competitive solutions.
  • Market submissions to carrier partners and negotiate terms, pricing, and coverage to achieve optimal outcomes for clients and the organization.
  • Manage the full lifecycle of accounts, including new business, renewals, endorsements, and servicing needs.
  • Collaborate with internal teams and carrier partners to ensure timely processing, placement, and policy issuance.
  • Maintain a high level of responsiveness and professionalism in all communications with agents, carriers, and internal stakeholders.
  • Monitor market trends, carrier appetite, and industry developments to identify new opportunities and stay competitive.
  • Ensure compliance with company guidelines, underwriting standards, and regulatory requirements.
  • Accurately document account activity and maintain records within agency management systems.
  • Contribute to the growth and profitability of the business by meeting or exceeding production and revenue goals.

What We Are Looking For:

To perform this job successfully, an individual must be able to demonstrate consistent competency in each essential job duty.

  • 3 years of either wholesale broker/MGA or carrier experience, excess & surplus lines preferred
  • Must be a sales driven “people person” who likes to establish new relationships while learning communication strategies and sales methods.
  • Energetic, self-motivated, goal oriented, and able to thrive in a team environment.
  • Strong knowledge and experience of property and casualty insurance including: coverages, rating, terminology and technical procedures.
  • Certificates, Licenses, Registrations: P&C License required. E&S License preferred, but not required.
  • Must be experienced in Microsoft Suite, and other Windows based software applications.
  • Ability to quickly learn new programs and applications.

What USG has to offer:

  • Company-paid benefits: Short-Term Disability, Long-Term Disability, Basic Life, AD&D, and Team member Assistance Program
  • Medical, Dental, Vision, and Life
  • 401K Retirement Plan
  • Flexible Spending Account
  • Dependent Care
  • Tuition Reimbursement
  • A week of hands-on, in-person training to meet our corporate team
  • Access to 24/7 virtual training through USG University
  • Outstanding Company Holiday Schedule and Generous Paid Time Off Package
  • Potential for exponential growth in the company

Join Us!

If you're excited about the wholesale industry and are ready to contribute your skills and passion to a dynamic team, USG Insurance Services is the perfect company for you. We're looking for individuals who share our entrepreneurial spirit and are eager to help us shape the future of wholesale insurance.

Visit https://www.usgins.com/index.aspx to learn more about our work, our team, and the opportunities we have available.

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