BROKER MANAGER JOB DESCRIPTION

Managing a broker channel in insurance means holding accountability for both the sales outcomes and the knowledge gaps that determine them. A Broker Manager owns the performance of licensed producer networks across assigned markets, ensuring that FFM-certified brokers and carrier-contracted advisors are equipped to place business accurately and compliantly. The role operates across sales, distribution, and carrier relations simultaneously. Few positions in insurance demand this range of commercial ownership at the market level.

As the Broker Manager, you drive broker network performance across assigned insurance markets by recruiting, training, and supporting licensed producers to meet enrollment and revenue targets. You report into distribution or sales leadership and work directly with carrier BDMs, Care Partners, and internal operations teams to keep broker activity aligned with plan and compliance requirements.

Career Impact: Managing a licensed producer network in insurance builds a depth of consultative sales and distribution expertise that directly supports advancement into regional or national distribution leadership roles.

Business Impact: The brokers this role trains and supports are the primary point of sale for health plan or insurance product enrollment, meaning the quality of coaching here determines which carriers win placement decisions.

Growth Opportunity: Exposure to FFM certification processes, carrier contracting, and cross-functional stakeholder management positions a Broker Manager for expanded territory scope or transition into broker experience and channel strategy roles.

• Recruit and onboard new licensed brokers through agency relationships and FFM certification and contracting processes.
• Drive broker performance across assigned markets by delivering training on plan benefits, network structure, and compliance requirements.
• Build and maintain consultative relationships with broker partners to support consistent plan placement and membership growth.
• Monitor and report on broker sales activity, recruitment metrics, and market coverage using internal reporting systems.
• Collaborate with carrier BDMs and internal distribution leadership to resolve escalations and align broker activity with channel goals.
• Partner with Care Partners and external associations to increase brand presence and support joint market development activities.
• Evaluate territory opportunities and execute business plans that align broker production with assigned sales goals.

• Bachelor's degree in business, marketing, or a related field, or equivalent work experience.
• 3 or more years of broker partnership or insurance distribution experience, with demonstrated consultative sales competency.
• Active insurance license or the ability to obtain a license within 45 days of hire.
• Strong working knowledge of health plan benefits, insurance carrier structures, and broker compensation models.
• Proven ability to establish and sustain productive relationships with independent producers and agency principals.
• Excellent written and verbal communication skills with confidence presenting to individuals and groups.
• Strong organizational skills with the ability to manage multiple market territories and reporting requirements concurrently.

• Prior experience navigating FFM broker certification and federal marketplace enrollment systems.
• Bilingual proficiency in English and Spanish, particularly in markets with high Spanish-speaking producer populations.
• Background in B2B customer support or sales agent support with experience managing advisor or producer teams.
• Familiarity with Public Sector or Commercial group insurance sales channels in addition to individual market lines.

• New broker recruits contracted and certified per quarter, reflecting pipeline development activity.
• Broker-attributed enrollment volume against assigned market sales targets, measured monthly.
• Broker retention rate across managed producer relationships, tracked on a rolling 12-month basis.
• Escalation resolution time for carrier and client issues routed through the broker channel.
• Training completion rate across assigned broker network ahead of annual enrollment periods.
• Typical tools: Broker management and CRM platforms (commonly Quickbase or equivalent); carrier portal and enrollment systems (commonly OI or carrier-specific portals).

• Base Salary Range: $65,000 to $90,000 per year depending on market and seniority.
• Bonus: Performance-based bonus tied to broker recruitment and enrollment targets, typically 10 to 20% of base.
• Equity: Generally not offered at this level in insurance distribution roles.
• Health Benefits: Medical, dental, and vision coverage standard.
• PTO: 15 to 20 days per year plus company holidays.
• Common Perks: Mileage reimbursement or car allowance, continuing education support, and conference attendance.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other characteristic protected under applicable federal, state, or local law. Candidates requiring reasonable accommodations during the application or interview process should notify the hiring team. Given the licensed nature of this role, offers are contingent on successful completion of a background check and verification of eligibility to work in the United States. Insurance licensing requirements must be met within the timeframe specified.

The Broker Manager owns membership growth by building and managing broker relationships across assigned markets, driving broker performance through training, recruitment, and onboarding support. Working closely with Care Partners and internal departments, this role delivers measurable sales results that expand Bright Health's market visibility and broker network.

Key Responsibilities

• Build and manage broker relationships in assigned markets.
• Drive broker performance and ensure brokers have the information, tools, and training to effectively represent and sell plans.
• Conduct telephonic cold calling to continue momentum and uncover new opportunities.
• Recruit new brokers through agency relationships and broker marketing activities.
• Assist with onboarding new brokers through FFM certification and contracting processes.
• Meet assigned sales goals while providing exceptional service to broker partners.
• Provide data through reporting systems to capture sales and recruitment activities.
• Attend market events to represent the brand and collaborate with Care Partners.
• Lead assigned projects to accomplish overall company objectives.

Required Qualifications

• 3-5 years of experience driving broker partnerships, ideally in sales support or B2B customer support.
• Strong healthcare industry knowledge and in-depth understanding of health plan benefits.
• Consultative sales experience required.
• Proficiency in Microsoft Office including Excel and PowerPoint, Quickbase, and enrollment systems.
• Strong written and verbal communication skills with excellent presentation skills.
• Ability to quickly establish and maintain strong broker partner relationships.
• Bilingual in English and Spanish is a plus.

Embedded within the distribution team, the Broker Manager leads day-to-day advisor team management by overseeing training, escalation resolution, and performance reporting to the VP of Distribution. Working closely with carrier BDMs and internal leadership, this role ensures service quality standards are met and that advisors are equipped to drive business growth.

Core Functions

• Lead day-to-day team management and provide ongoing coaching, guidance, and performance feedback to direct reports.
• Onboard, train, and support advisors on all relevant platforms and tools.
• Work with VP to formulate, implement, and monitor departmental strategy and operations.
• Ensure quality of service meets expected standards and resolve customer service and sales issues.
• Track, organize, and present weekly and monthly reports on advisor sales and productivity metrics to the VP of Distribution.
• Manage overall staffing, payroll, HR changes, and vacation coordination to ensure appropriate coverage.
• Communicate with carrier BDMs when escalations occur and provide advisor feedback on systems and workflows.
• Support the VP of Distribution with incentive programs and assist with advisor workloads when required.

Qualifications and Experience

• Level 2 general insurance license required.
• 3-5 years of experience as a broker or equivalent role.
• 1-3 years of prior leadership or management experience.
• Proficient knowledge of carrier portals and broker management tools including Powerbroker, Ring Central, GoTo, Podium, and G-suite.
• Excellent customer service, conflict resolution, and organizational skills.
• Strong communication, problem solving, and critical thinking ability with high attention to detail.

Reporting to regional sales leadership, the Broker Manager shapes growth of Brokerage Influenced, Commercial, and Public Sector sales across an assigned region in partnership with Colonial Life's Career Distribution Channel. Partnering with Territory Sales Managers and national broker offices, this role enables new account acquisition and producer development that expand Colonial Life's regional market presence.

Primary Duties

• Increase the number of new BI Public Sector and Commercial accounts and new producing brokers.
• Act as a strategic business partner in presentations for potential and existing customers.
• Create and execute business plans aligned with the goals of Territory Sales Managers and the company.
• Train and develop the Colonial Life sales hierarchy in BI Public Sector, brokerage, and the Colonial Life value proposition.
• Ensure appropriate distribution alignment between Colonial Life's field organization and national broker partner offices.
• Cultivate strong working relationships with internal and external partners.
• Manage and participate in broker meetings, forums, and lunch and learns within the assigned region.
• Evaluate potential MAP, Worksite Specialist, Finance Rep, and HO visit requests within the assigned region.

Skills and Qualifications

• Bachelor's degree or equivalent experience.
• 8+ years of broker sales and marketing experience.
• Licensed to solicit insurance or ability to obtain a license within 45 days.
• Strong problem-solving, planning, and presentation skills.
• Excellent interpersonal and collaboration skills.

Sitting at the intersection of customer advocacy and operational effectiveness, the Broker Manager leads process design and issue remediation by applying critical thinking to bring the voice of the broker into strategic initiatives. Operating across business and technology teams, this role strengthens experience outcomes that directly support organizational performance and continuous improvement.

Duties

• Act as a Broker Experience Ambassador and champion process improvement across the organization.
• Partner with key leaders across business and technology teams to design world-class broker experiences.
• Conduct process design work in a matrix structure across Subject Matter Experts to align with key milestones.
• Identify issues, conduct root cause analysis, hypothesize solutions, and manage implementation of resolutions.
• Establish KPIs and define mechanisms for monitoring, analyzing, and reporting against experience metrics.
• Conduct broad market research to stay current on emerging trends, technologies, and innovative solutions.
• Partner with key stakeholders to develop impact assessments and response plans when technical and business issues arise.
• Proactively look for opportunities to influence, coach, and mentor stakeholders and team members.

Experience and Qualifications

• Extensive experience building and designing broker experience programs.
• Experience in Commercial Underwriting Transformation and analyzing large data sets.
• Experience presenting updates to C-suite level stakeholders.
• Demonstrated ability to partner with business, technology, and external vendor stakeholders on large technology implementations.
• Deep understanding of enabling technology, tools, and methodology to drive process standardization across financial and insurance businesses.

A key member of the marketing team, the Broker Manager delivers local marketing support to the broker network by developing and executing campaigns, managing agency relationships, and maintaining template automation platforms. Collaborating across state sales and distribution teams, this role advances broker lead generation and customer retention outcomes that support the organization's strategic goals.

Functions

• Develop marketing plans with state marketing and sales teams to support mobile and retail brokers in generating leads and nurturing existing customers.
• Traffic and execute all broker marketing requests including creative artwork, email copy, web content, direct mail, PR, content marketing, and social media.
• Lead production of Campaign in a Box activities such as referral campaigns, local sponsorships, social engagement, and brand awareness.
• Directly manage media and creative agencies and suppliers to deliver campaigns to market.
• Manage, develop, and test new templates on the automation platform and conduct monthly broker training.
• Provide regular performance reporting and work closely with risk and compliance teams.

Professional Experience

• At least 5 years of channel marketing experience, preferably working with franchisees or small business owners.
• Strong campaign development, execution, and analytical skills with experience managing budgets.
• Excellent written and verbal communication skills.
• Strong relationship development and presentation skills.
• Ability to manage a diverse range of stakeholders and work under pressure to meet deadlines.

Accurate financial reporting and regulatory compliance depend on the Broker Manager, who oversees accounting, tax, and reporting functions while leading the site finance team to meet deadlines and performance targets. Based within an insurance brokerage environment, this role coordinates internal and external audits and provides accounting support that safeguards the financial integrity of the business.

Accountabilities

• Oversee the accounting, tax, and reporting functions for the finance team.
• Lead site finance team, manage day-to-day finance activity, and ensure deadlines and performance targets are met.
• Continuously seek improvements to financial and accounting processes, controls, and reporting.
• Ensure financial statements, Group Reporting, tax, and regulatory filings are timely and accurately completed.
• Coordinate internal and external audits and manage outside communication with tax authorities and regulators.
• Research technical accounting issues and provide accounting support to the business.
• Handle ad hoc requests from line manager as required.

Background and Experience

• Bachelor's degree in Accounting or Finance.
• CICPA or AMAC certification preferred.
• Minimum 5 years of financial experience in an insurance brokerage company, with solid knowledge of fund sales as a plus.
• Good understanding of PRC GAAP, IFRS, and taxation regulations.
• Strong problem solving skills with core system project experience preferred.
• Ability to develop cohesive working relationships with internal and external stakeholders.
• Effective verbal and written communication skills in English.