Broker Liaison – Insurance Industry
My client is seeking an experienced Broker Liaison to join their dynamic team. This role is ideal for a professional with at least three years of experience in a broker or legal expenses administration role within the insurance industry. The successful candidate will be responsible for maintaining broker relationships, managing bordereaux submissions, and ensuring timely payment processing.
Key Responsibilities:
- Develop and maintain strong relationships with brokers.
- Monitor broker activity to identify cross-selling and up-selling opportunities.
- Manage and maintain an accurate broker database.
- Promote and sell ancillary insurance products to brokers.
- Encourage electronic submissions for efficiency.
- Provide insurance quotations and issue policy documentation.
- Oversee invoicing and credit control, ensuring timely payments.
- Assist in producing bordereaux reports and performance-related reporting.
- Support marketing initiatives, including campaign content and website updates.
- Handle inbound sales queries via phone and email.
- Attend offsite meetings with brokers and product partners when required.
Key Skills & Experience:
- Minimum two years’ experience in a broker/legal expenses administration role.
- Strong understanding of the insurance industry and broker relationships.
- Excellent Excel skills – experience in reporting and database management is essential.
- Confident communicator with strong written and verbal skills.
- Ability to work to deadlines with great attention to detail.
- Proficiency in MS Word and Excel (intermediate to advanced level).
- Adaptable, proactive, and professional in approach.
Desirable Experience:
- Previous experience in insurance brokerage.
- Knowledge of Open GI, Proclaim, or ACTURIS systems.
If you’re a motivated, results-driven professional with a passion for broker relations and insurance operations, we’d love to hear from you!
Broker Liaison – Insurance Industry