Regional Broker Manager - Northern California (Sacramento, San Francisco, Roseville)
Core
Drive growth of broker-influenced sales in public sector and commercial markets by acquiring new clients and supporting existing client growth.
Role type
Regional Broker Manager
Builds
New client acquisition and revenue growth for insurance brokerage channels
Domain
Insurance / Employee Benefits
Required skills
Broker sales and marketing, Public sector and commercial market expertise, Client acquisition, Territory management, CRM management, Business plan execution, Sales training and development, Budget and expense management
Preferred skills
Worksites and voluntary benefits product experience, Decision maker presentation skills, Travel adaptability
Technologies
CRM platforms
Responsibilities
Increase profitable sales and new clients through insurance brokers in Public Sector and commercial markets; Personally engage with targeted brokers to drive new client sales opportunities; Document broker engagements and manage client pipeline in company CRM; Act as a strategic business partner to field agents; Partner with Territory Sales Managers to create and execute business plans; Train and develop the Colonial Life sales hierarchy in brokerage market; Engage and educate brokers on Colonial Life's value proposition; Evaluate and approve MAP, Worksite Specialist, and broker sales representative requests.
Seniority
Mid-Senior level, hands-on IC