Broker Relations Representative II Job Description
The following is a full job description for Broker Relations Representative II. Here are the requirements and responsibilities for Broker Relations Representative II along with statistics. If after reading this page you determine that Broker Relations Representative II is not the position you are looking for, you may want to try one of these similar titles: Public Relations Specialist II, Broker Relations Representative III, Broker Relations Representative I, Broker Relations Manager, Employee Relations Specialist II, Broker Relations Director, Public Relations Specialist I, Public Relations Specialist III, Community Relations Specialist II
Requirements and Responsibilities For Broker Relations Representative II
Supports and maintains relationships with external insurance brokers and agencies to promote the organization's products, drive sales performance, and ensure broker satisfaction. Serves as the primary point of contact for assigned brokers by responding to inquiries, providing product information, and resolving service-related issues. Educates brokers on product features, underwriting guidelines, pricing, and submission processes to support effective quoting and placement. Monitors broker production activity, identifies performance trends, and recommends actions to grow business metrics. Coordinates with internal departments such as underwriting, claims, and operations to facilitate broker requests and ensure timely service delivery. Maintains accurate records of broker interactions, activities, and performance metrics in CRM and reporting systems. Requires a bachelor's degree. Typically reports to a manager. Occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. Typically requires 2-4 years of related experience.
 
Also referred to as: Broker Outreach Representative II, Broker Relationship Development Representative II, Insurance Broker Relationship Specialist II
Similar Jobs:  Public Relations Specialist II, Broker Relations Representative III, Broker Relations Representative I, Broker Relations Manager, Employee Relations Specialist II, Broker Relations Director, Public Relations Specialist I, Public Relations Specialist III, Community Relations Specialist II
Level of Education:  Broker Relations Representative II Salaries with No Diploma, Broker Relations Representative II Salaries with a High School Diploma or Technical Certificate, Broker Relations Representative II Salaries with an Associate's Degree, Broker Relations Representative II Salaries with a Bachelor's Degree, Broker Relations Representative II Salaries with a Master's Degree or MBA, Broker Relations Representative II Salaries with a JD, MD, PhD or Equivalent
Industries:  Business Services, Edu., Gov't. & Nonprofit, Financial Services, Healthcare, Insurance
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