Broker Relations Specialist I (Remote)
Posted 2025-08-23
Remote, USA
Full Time
Immediate Start
<p><span style="text-decoration: underline"><span style="font-weight: bold">POSITION SUMMARY</span></span><br>The Broker Relations Specialist is responsible for implementing effective broker strategies and improving the adoption of training and resources. This person will establish and maintain a business relationship with new and existing brokers. The Broker Relations Specialist is also a point of contact for internal teams and resources regarding broker-related matters and troubleshoots all the administrative and specialized functions that affect/impact brokers.<br>This role also contributes to the planning, execution, and delivery of projects that promote broker education and success. The ideal candidate will have a strong background in insurance or a related field, experience working with brokers/agents/agencies, strong communication skills and the ability to work collaboratively with cross-functional teams.</p>
<p><br><span style="text-decoration: underline"><span style="font-weight: bold">PRINCIPAL DUTIES & RESPONSIBILITIES</span></span><br>•Represent CFP to the broker community.<br>•Provide hands-on support to brokers and internal broker resources.<br>•Collect and evaluate broker data to design and execute plans to close the knowledge gap for brokers.<br>•Develop, identify and implement best practices for placing business with the FAIR Plan.<br>•Lead internal administration teams to optimize the broker experience, lifecycle and onboarding processes.<br>•Collaborate with communications specialist to create timely, informative and meaningful broker communications.<br>•Create and present communication strategies targeting brokers and external audiences.<br>•Monitor overall broker progress, identify potential issues and mitigation strategies to ensure organizationalobjectives are met.<br>•Work with internal stakeholders to identify and analyze processing and servicing issues that impact brokers.<br>•Provide subject matter expertise and assist with the continuous improvement of standard operating procedures(SOPs) for broker helpdesk and broker service workflows.<br>•Work with Training SME to develop and execute broker training, to include in-person and virtual training sessions.<br>•Field travel in California required based on business need.<br>•Performs other related duties and activities as required.</p>
<p><br><span style="text-decoration: underline"><span style="color: rgb(0, 0, 0); font-weight: bold; text-decoration: underline">EDUCATION AND EXPERIENCE</span></span><br>The individual must meet the following requirements:<br>•Bachelor’s degree in Marketing, Business Administration, or a related field.<br>•3-5 years of experience working in financial services required, including working with and training salesrepresentatives, or brokers/agents in the field.<br>•Proficient with MS PowerPoint, Excel, and SharePoint required.<br>•Knowledge and experience with Duck Creek systems a plus.<br>•Excellent communication and interpersonal skills, with the ability to effectively interact with stakeholders and buildrelationships.<br>•Knowledge of Property and Casualty Insurance preferred.<br>•Sound decision making, analysis and judgment skills.<br>•Training and knowledge learning materials development and creation a plus.</p>
<p><br><span style="text-decoration: underline"><span style="font-weight: bold">PRINCIPAL DUTIES & RESPONSIBILITIES</span></span><br>•Represent CFP to the broker community.<br>•Provide hands-on support to brokers and internal broker resources.<br>•Collect and evaluate broker data to design and execute plans to close the knowledge gap for brokers.<br>•Develop, identify and implement best practices for placing business with the FAIR Plan.<br>•Lead internal administration teams to optimize the broker experience, lifecycle and onboarding processes.<br>•Collaborate with communications specialist to create timely, informative and meaningful broker communications.<br>•Create and present communication strategies targeting brokers and external audiences.<br>•Monitor overall broker progress, identify potential issues and mitigation strategies to ensure organizationalobjectives are met.<br>•Work with internal stakeholders to identify and analyze processing and servicing issues that impact brokers.<br>•Provide subject matter expertise and assist with the continuous improvement of standard operating procedures(SOPs) for broker helpdesk and broker service workflows.<br>•Work with Training SME to develop and execute broker training, to include in-person and virtual training sessions.<br>•Field travel in California required based on business need.<br>•Performs other related duties and activities as required.</p>
<p><br><span style="text-decoration: underline"><span style="color: rgb(0, 0, 0); font-weight: bold; text-decoration: underline">EDUCATION AND EXPERIENCE</span></span><br>The individual must meet the following requirements:<br>•Bachelor’s degree in Marketing, Business Administration, or a related field.<br>•3-5 years of experience working in financial services required, including working with and training salesrepresentatives, or brokers/agents in the field.<br>•Proficient with MS PowerPoint, Excel, and SharePoint required.<br>•Knowledge and experience with Duck Creek systems a plus.<br>•Excellent communication and interpersonal skills, with the ability to effectively interact with stakeholders and buildrelationships.<br>•Knowledge of Property and Casualty Insurance preferred.<br>•Sound decision making, analysis and judgment skills.<br>•Training and knowledge learning materials development and creation a plus.</p>