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Broker Relationship Manager Jobs (NOW HIRING)

Broker Relationship Management: * Serve as a point of contact for assigned brokers and internal sales partners. * Educate brokers on plan designs, underwriting guidelines, network features, and value ...

Broker Relationship Management: * Serve as a point of contact for assigned brokers and internal sales partners. * Educate brokers on plan designs, underwriting guidelines, network features, and value ...

Works with Plan Sponsors, Brokers, Registered Investment Advisors, Trust Companies and other Third ... Time Management * Diplomatic * Creative Problem Solver * Integrity * Analytical Thinker

Broker Liaison

Birmingham, AL · On-site

$55K/mo

Broker Relationship Management * Build and maintain professional, arm's-length relationships with a diverse range of independent and captive insurance brokers to support Medicare education and ...

Broker Liaison

Cocoa, FL · On-site

$55K - $91K/yr

Broker Relationship Management * Build and maintain professional, arm's-length relationships with a diverse range of independent and captive insurance brokers to support Medicare education and ...

Ideally seven years or more of relevant experience managing complex stakeholder relationships, preferably in financial services, insurance, broker-dealer/RIA, or wealth management. * Knowledge of ...

Broker Relationship Management * Build and maintain professional, arm's-length relationships with a diverse range of independent and captive insurance brokers to support Medicare education and ...

Broker Relationship Management * Build and maintain professional, arm's-length relationships with a diverse range of independent and captive insurance brokers to support Medicare education and ...

Broker Industry Relations

Scottsdale, AZ · Remote

  • Medical

  • Dental

  • Vision

  • Retirement

The Broker Industry Relations role is part of the Move Inc. Industry Relations team. This seasoned ... Acting as an executive-facing relationship manager, industry diplomat, and trusted advisor, this ...

New

Broker Relationship Management: * Serve as a point of contact for assigned brokers and internal sales partners. * Educate brokers on plan designs, underwriting guidelines, network features, and value ...

Broker Relationship Management: * Serve as a point of contact for assigned brokers and internal sales partners. * Educate brokers on plan designs, underwriting guidelines, network features, and value ...

Broker Liaison

Birmingham, AL · On-site

$55K/yr

Broker Relationship Management * Build and maintain professional, arm's-length relationships with a diverse range of independent and captive insurance brokers to support Medicare education and ...

Broker Liaison

Cocoa, FL · On-site

$55K - $91K/yr

Broker Relationship Management * Build and maintain professional, arm's-length relationships with a diverse range of independent and captive insurance brokers to support Medicare education and ...

Ideally seven years or more of relevant experience managing complex stakeholder relationships, preferably in financial services, insurance, broker-dealer/RIA, or wealth management. * Knowledge of ...

Showing results 41-60

Broker Relationship Manager information

See salary details

$28K

$80.7K

$140.5K

How much do broker relationship manager jobs pay per year?

As of Aug 15, 2026, the average yearly pay for broker relationship manager in the United States is $80,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $105,500.00 per year, depending on experience, location, and employer.

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.

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 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 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.

More about Broker Relationship Manager jobs

What cities are hiring for Broker Relationship Manager jobs?

Cities with the most Broker Relationship Manager job openings:

What states have the most Broker Relationship Manager jobs?

States with the most job openings for Broker Relationship Manager jobs include:

What job categories do people searching Broker Relationship Manager jobs look for?

The top searched job categories for Broker Relationship Manager jobs are:

Infographic showing various Broker Relationship Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 12% Part Time, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.

Sales Specialist- Broker Distribution

HUB

San Francisco, CA

Full-time

Dental, Vision, Life, Retirement

Re-posted 2 days ago


Job description

ABOUT HUB:

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

WHY CHOOSE HUB?

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees,andprovide continuous opportunitiesfor growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options thatarerooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

THE OPPORTUNITY:

The Inside Sales Representative (ISR) supports the growth and retention of group health plan business through proactive engagement with licensed insurance brokers. This role is responsible for developing strong broker relationships, managing quote activity, and driving new premium within the small and mid-market employer segments. The ISR partners closely with external field sales representatives and underwriting teams to ensure a seamless broker experience from quote through installation.

DUTIES & RESPONSIBILITIES:

Broker Relationship Management:

  • Serve as a point of contact for assigned brokers and internal sales partners.

  • Educate brokers on plan designs, underwriting guidelines, network features, and value propositions.

  • Conduct regular outbound calls, virtual meetings, and email campaigns to generate quoting opportunities.

  • Support broker onboarding, licensing, and appointment processes.

Sales Pipeline Development:

  • Manage a consistent pipeline of broker opportunities aligned with monthly and quarterly sales goals.

  • Deliver timely and accurate quotes; follow up to convert opportunities to submissions .

  • Track activity, opportunities, and outcomes in the CRM system (e.g., Salesforce,).

  • Collaborate with field sales and marketing teams to identify and re-engage new, dormant or underperforming brokers.

Activity & Performance Metrics:

  • Achieve or exceed defined activity goals (calls, quotes, meetings, trainings).

  • Maintain a healthy quote-to-submit and submit-to-close ratio based on company benchmarks.

  • Contribute to departmental reporting and participate in weekly sales meetings.

Cross-Functional Collaboration:

  • Partner with underwriting, enrollment, and operations teams to resolve broker and group issues.

  • Participate in broker training sessions, webinars, and regional marketing events.

  • Provide feedback from the field to product and marketing teams on competitive trends.

QUALIFICATIONS:

  • 2+ years of inside sales or account management experience in health insurance, benefits administration, or related industry.

  • Strong understanding of group health insurance markets, including small group and large group quoting.

  • Excellent communication, presentation, and relationship-building skills.

  • Proficiency with CRM systems and Microsoft 365 (Excel, Outlook, Teams).

  • California Life & Health Insurance license

WHAT YOU BRING TO THE TABLE:

  • Energetic and goal-driven with strong follow-up discipline.

  • Consultative communicator who thrives on helping brokers succeed.

  • Analytical mindset with comfort discussing rates, participation, and underwriting variables.

  • Team player who can balance high-volume outreach with personalized service.

WORKING CONDITIONS AND PHYSICAL DEMANDS

  • This position primarily involves remaining in a stationary position for the majority of the workday.

  • The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information.

  • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.

  • The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

EEOAA Policy

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 orUSRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

The expected salary range for this position is $75,000 - $95,000 depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

#LI-RS1 #LI-LW1

LIKE US SO FAR?

Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Apply online today!

Are you a veteran? Disabled? We welcome ALL candidates and are proud of our wonderfully diverse employee population.

Department Account Management & ServiceRequired Experience: 5-7 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: Diploma

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting teamHUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.