Broker Relationship Executive
Core
Operate the Group Broker Relations engine to translate senior broker engagement into disciplined execution, ensuring pipeline progression and operational structure.
Role type
Broker Relations Executive
Builds
Operational structure and pipeline progression for Group broker activity
Domain
Insurance / Brokerage
Deliverable
client delivery
Required skills
CRM and pipeline management, market intelligence capture, cross-functional coordination, data governance, commercial awareness of insurance markets
Preferred skills
Experience in professional or insurance-related environments
Responsibilities
Coordinate broker engagement cadence, prepare stakeholders for broker meetings, track actions and follow-ups, maintain CRM and pipeline data, produce reporting and governance materials, work cross-functionally with underwriting and distribution teams
Seniority
Individual Contributor