Which of the following are broker roles?

• A. All of the above
• B. Account managers
• C. Producers
• D. Claim managers

Answer: (A)

A broker’s responsibilities span the full spectrum of working with clients: bringing in new business, servicing existing accounts, and assisting with claims. Producers are the people who generate new business by marketing and selling coverage. Account managers focus on the ongoing relationship with the client—renewals, policy changes, endorsements, billing, and day-to-day service. Claim managers help clients navigate the claims process, gathering documentation, coordinating with carriers, and monitoring the progress toward resolution. Because a broker typically covers the lifecycle of a client’s insurance needs—from first contact through ongoing service and claims resolution—these roles all fall under the broker’s remit. That’s why the best choice recognizes all three as broker roles.