Insurance Broker Manager

Job Summary: The position is responsible for designing, positioning, and delivering tailored insurance solutions that meet client needs. This role bridges product development, underwriting, and sales by translating insurance offerings into client-focused strategies that drive growth, retention, and customer satisfaction.

Key Responsibilities

• Develop and customize insurance solutions based on client risk profiles, industry needs, and business objectives

• Act as the primary liaison between clients, brokers, underwriters, and internal teams

• Analyze existing insurance products and recommend enhancements or new solutions to remain competitive

• Support sales and business development teams with product expertise, proposals, and presentations

• Manage the end-to-end solutioning process, from needs assessment to implementation

• Monitor market trends, regulatory changes, and competitor offerings to inform product positioning

• Collaborate with underwriting and actuarial teams to ensure pricing and coverage align with risk appetite

• Build and maintain strong client relationships to ensure high retention and satisfaction

• Prepare reports, proposals, and documentation for clients and internal stakeholders

Qualifications

• Bachelor's degree in Business, Finance, Insurance, or a related field3–7+ years of experience in insurance, brokerage, or financial services

• Strong knowledge of insurance products (e.g., life, health, general insurance, or employee benefits)

• Experience in client-facing roles, product development, or solutions design

• Excellent communication, presentation, and stakeholder management skills

• Analytical mindset with the ability to translate data into actionable solutions

Preferred Skills

• Professional certifications (e.g., insurance licenses, or equivalent)

• Experience working with brokers or distribution channels

• Knowledge of underwriting principles and risk assessment

• Familiarity with CRM tools and data analysis

Key Competencies

• Client-centric thinking

• Problem-solving and solution design

• Strategic and commercial awareness

• Collaboration and cross-functional leadership

• Adaptability in a fast-changing market

Success Metrics

• Client retention and satisfaction rates

• Revenue growth from tailored insurance solutions

• Speed and quality of solution delivery

• Product adoption and performance