Develop and maintain strong, positive relationships with assigned broker partners.
Serve as the primary point of contact for brokers, providing timely and accurate responses to inquiries and requests.
Regularly engage with brokers to understand their needs, challenges, and goals, and offer tailored solutions that align with our services.
Coordinate and oversee the delivery of services to brokers, ensuring that all commitments are met and that brokers receive a high level of support.
Collaborate with internal teams, including Account Management, Operations, and Customer Support, to resolve broker-related issues promptly and effectively.
Monitor service delivery performance, identify potential areas for improvement, and implement corrective actions as necessary.
Facilitate communication between brokers and their clients, assisting brokers in presenting our products and services to clients.
Help brokers manage escalations or complex client issues by leveraging internal resources for resolution.
Partner with Business Development Directors (BDDs) to support growth opportunities within broker partnerships, without owning the sales process directly.
Provide brokers with regular updates and reports on service usage, client activity, and other relevant metrics.
Analyze data to identify trends, opportunities, and areas for improvement, sharing insights with brokers.
Gather feedback from brokers on products, services, and processes, driving enhancements with internal teams.

Minimum of 5 years of experience in account management, client relations, or a similar role, preferably within the financial services, insurance, or benefits administration industry.
Proven experience working with brokers or similar intermediaries, with a strong understanding of broker-client dynamics.
Preferred associate or bachelor’s degree but not required.
Comfortable working with CRM tools (e.g. Microsoft Dynamics) and Microsoft Excel or similar tools to manage data and communication.
Strong problem-solving abilities, with a strategic mindset and a focus on delivering results.
Proficiency in data analysis and reporting, with the ability to translate insights into actionable recommendations.
A detail orientated individual with strong organizational and prioritizing skills, and the ability to be flexible and multi-task in a collaborative environment.
Able to confidently use independent judgment and expertise to manage broker-client interactions.
Someone with strong interpersonal skills who understands that our business objective is to provide superior customer service and can handle conflict in a professional manner.
An internally motivated individual with a high level of personal worth looking to grow personally and professionally.
A qualified candidate who possesses above average analytical and problem-solving skills.
Able to perform this job successfully and grow into managing significant client relationships.

Competitive Benefits – FloresHR offers competitive medical, dental, and vision benefits for employees and their families.
Company funded HSA’s.
Pre
and Post-tax 401k’s with a company match up to 5%.
Life Insurance, Accident Insurance, Pet insurance, and more!
Work Life Balance – Generous vacation policy and a Life Balance Reimbursement Plan to support this.
Community Involvement – Volunteer program to support team members as they help the organizations they are passionate about.

Broker Service Manager

Key skills