via DailyRemote
$60K - 85K a year
Support VP, BRM in managing broker relationships, preparing documents, resolving service issues, identifying service enhancements, and coordinating broker events.
Bachelor's degree, 2+ years client services/account management, active or ability to obtain insurance license, knowledge of health insurance products, strong communication and organizational skills, ability to travel.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Associate Broker Relationship Manager (Assoc. BRM) is responsible for providing support on accounts that involve broker-facing engagement. The Assoc. BRM will support the VP, BRM to manage a broker’s block of student health accounts with Wellfleet by providing strategic directions and consultation to the broker. This will include: • Assisting with preparing and maintaining documents, proposals, and reports • Establishing broker/client relationships to manage and resolve escalated service issues • Identifying opportunities for service enhancements that provide operational efficiency • Ensuring broker satisfaction and client retention • Assisting the VP, BRM in working with assigned brokers to engage in qualified new business opportunities • Supporting the VP, BRM with executing the broker strategy • Coordinating broker events and fostering connections • Reviewing plan utilization to identify trends, claim drivers, and expense patterns • Being knowledgeable in all facets of account services, including plan administrative functions and internal systems Qualifications • Bachelor’s degree in business or related field • 2+ years of relevant client services or account management experience or equivalent combination of education and experience • Possess and maintain an active and valid Accident, Health and Sales Producer license or have the ability to obtain required industry licensing • Ability to learn the business to effectively support the VP, BRM and team objectives • Demonstrated ability to communicate with external parties to develop long-term strategic relationships • Strong knowledge of health and accident insurance products • Knowledge of insurance within the higher education industry preferred • Comprehensive knowledge of administrative processes related to health insurance products • Familiarity with purchasing practices in public and private higher education • Strong organizational skills and the ability to manage multiple tasks with competing priorities • Self-motivated with the ability to work independently • Demonstrated presentation skills and public speaking skills • Exceptional verbal and written communication skills • Strong interpersonal and communication skills • Proficient in MS Office Suite, specifically Word, Excel, PowerPoint, and Outlook • Ability to effectively utilize applicable company systems • Ability to travel nationally to client locations Benefits • Competitive compensation package • Comprehensive benefits package including life, health and dental, vision, 401K retirement plan • Short- and long-term disability coverage • Flexible/dependent care spending account • Tuition reimbursement • Business casual dress
This job posting was last updated on 11/29/2025