Broker Liaison

My client is seeking an experienced Broker Liaison to join their dynamic team. This role is ideal for a professional with at least three years of experience in a broker or legal expenses administration role within the insurance industry. The successful candidate will be responsible for maintaining broker relationships, managing bordereaux submissions, and ensuring timely payment processing.

• Develop and maintain strong relationships with brokers.
• Monitor broker activity to identify cross-selling and up-selling opportunities.
• Manage and maintain an accurate broker database.
• Promote and sell ancillary insurance products to brokers.
• Encourage electronic submissions for efficiency.
• Provide insurance quotations and issue policy documentation.
• Oversee invoicing and credit control, ensuring timely payments.
• Assist in producing bordereaux reports and performance-related reporting.
• Support marketing initiatives, including campaign content and website updates.
• Handle inbound sales queries via phone and email.
• Attend offsite meetings with brokers and product partners when required.

• Minimum two years’ experience in a broker/legal expenses administration role.
• Strong understanding of the insurance industry and broker relationships.
• Excellent Excel skills – experience in reporting and database management is essential.
• Confident communicator with strong written and verbal skills.
• Ability to work to deadlines with great attention to detail.
• Proficiency in MS Word and Excel (intermediate to advanced level).
• Adaptable, proactive, and professional in approach.

• Previous experience in insurance brokerage.
• Knowledge of Open GI, Proclaim, or ACTURIS systems.

If you’re a motivated, results-driven professional with a passion for broker relations and insurance operations, we’d love to hear from you!