Broker Relations Lead

Duties & Responsibilities

A.     Relationship Management & Team Guidance

  • Maintain and strengthen relationships with strategic and high-value brokers and partners.
  • Act as a senior point of contact for complex broker inquiries, escalations, and service issues.
  • Guide and support Broker Relations Officers in managing daily broker communications and requests.
  • Ensure consistent communication and high service standards across all broker interactions.
  • Support onboarding of new brokers and ensure alignment with company processes and expectations.

B.     Business & Operational Support

  •       Lead coordination of onboarding and renewal processes for corporate clients through broker channels.
  •       Ensure timely and accurate handling of broker requests through close coordination with Underwriting, Claims, Operations, and Finance teams.
  •        Monitor service levels and turnaround times related to broker activities and recommend improvements.
  •        Support the development and implementation of broker engagement strategies.

C.    Market & Sales Support

  •         Participate in broker meetings, client presentations, and strategic discussions.
  •         Collect and analyze broker feedback, competitor insights, and market trends.
  •         Support business development initiatives by promoting healthcare TPA services and identifying growth opportunities.
  •         Assist in driving sales retention and portfolio growth through strong broker collaboration.

D.    Reporting, Quality & Compliance

  •         Review and maintain accurate records of broker interactions, quotations, and agreements.
  •         Prepare and review periodic performance and activity reports related to broker relations.
  •         Monitor compliance with company policies, contractual obligations, and insurance regulations.
  •         Identify recurring issues and recommend process improvements to management.

Skills/Qualifications

  •         Bachelor’s degree in Business Administration, Finance, Insurance, Healthcare Management, or related field.
  •         6–9 years of experience in broker relations, account management, insurance sales support, or TPA operations.
  •         Strong understanding of healthcare insurance products, broker channels, and TPA services.
  •         Experience handling corporate clients, renewals, and policy administration processes.
  •         Strong relationship-building and stakeholder management skills.
  •         Ability to guide and support team members without direct managerial authority.
  •         Excellent communication, negotiation, and presentation skills.
  •         Strong organizational and problem-solving abilities.
  •         Good analytical and reporting skills.
  •         High level of professionalism and customer service orientation.
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