Broker Relations Specialist I (Remote)

Job Title : Broker Relations Specialist

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. 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.

Principal Duties & Responsibilities :

Represent CFP to the broker community.

Provide hands-on support to brokers and internal broker resources.

Collect and evaluate broker data to design and execute plans to close the knowledge gap for brokers.

Develop, identify and implement best practices for placing business with the FAIR Plan.

Lead internal administration teams to optimize the broker experience, lifecycle and onboarding processes.

Collaborate with communications specialist to create timely, informative and meaningful broker communications.

Create and present communication strategies targeting brokers and external audiences.

Monitor overall broker progress, identify potential issues and mitigation strategies to ensure organizational objectives are met.

Work with internal stakeholders to identify and analyze processing and servicing issues that impact brokers.

Provide subject matter expertise and assist with the continuous improvement of standard operating procedures (SOPs) for broker helpdesk and broker service workflows.

Work with Training SME to develop and execute broker training, to include in-person and virtual training sessions.

Field travel in California required based on business need.

Performs other related duties and activities as required.

Education and Experience :

The individual must meet the following requirements :

Bachelor's degree in Marketing, Business Administration, or a related field.

3-5 years of experience working in financial services required, including working with and training sales representatives, or brokers / agents in the field.

Proficient with MS PowerPoint, Excel, and SharePoint required.

Knowledge and experience with Duck Creek systems a plus.

Excellent communication and interpersonal skills, with the ability to effectively interact with stakeholders and build relationships.

Knowledge of Property and Casualty Insurance preferred.

Sound decision making, analysis and judgment skills.

Training and knowledge learning materials development and creation a plus.