Inside Broker Relationship Manager Jobs

Excellent organizational, and time management skills.

Responsible for general management of the branch

Responsible for hiring and management of new salespeople who fit the culture and meet hiring standards of brokerage

Respond to inbound queries in a timely fashion, and facilitate an overall smooth customer service experience for Realtors and Clients.

Attend important networking or industry events as needed, representing our office in a professional manner. Working with other Managers and Employees

Highly preferred to have at least 2 years of real estate experience.

1-3 years of experience as a Mortgage Agent and a Mortgage Agent License.

Achieving sales results through providing advice and solutions to clients

Proactively seeking business opportunities and new customers through relationship building

Performing due diligence on all underwriting-related documentation

Preparing Signature and Compliance packages

Remain mobile to accommodate clients' preferences

Conduct face-to-face meetings including presentations, broker engagements and events to advocate Beneplan’s product offerings and services.

Manage benchmarking process, create client and prospect reports to show results

Manage relationships with insurance companies, and as well online requests for quotation, Understand the balance between leverage and positive relations

A desire to continuously learn and improve one’s own abilities. Technical and social media savvy – comfortable adapting to new technologies.

This is not a 100% remote work role.

Flexibility at work to assist with work-life balance

Strong knowledge in sales and negotiation skills

3+ years’ short term trade credit underwriting experience preferred

Identify cross- and up-selling opportunities

Provide commercial underwriting for new business as required

Take personal responsibility for the implementation of group-wide quality of service standards

Service existing brokers based on broker segmentation