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 (Sales)
Builds
New client acquisition and revenue growth for insurance products
Domain
Insurance / Employee Benefits
Deliverable
product features
Required skills
Broker sales and marketing, public sector and commercial market expertise, client acquisition, business plan execution, broker relationship management, training and development, budget and expense management
Preferred skills
Worksites and voluntary benefits product experience
Technologies
CRM platform
Responsibilities
Increase profitable sales and new client count through insurance brokers; Personally engage with targeted brokers to drive new client opportunities; Document broker engagements and manage client pipeline in CRM; Act as strategic business partner to field agents; Partner with Territory Sales Managers to execute business plans; Train and develop sales hierarchy on value proposition and marketing programs; Manage and participate in broker meetings, forums, and conferences; Evaluate and approve MAP, Worksite Specialist, and broker sales representative requests