Regional Relationship Director

This is a fully remote position, open to applicants in Maryland, +1 more state.

📋 Description

• Propel the growth and profitability of a designated territory through strategic sales initiatives.

• Foster, nurture, and sustain relationships with current members to enhance retention and drive profitable growth.

• Act as a trusted advisor, connecting members with pertinent resources and solutions.

• Boost membership, revenue, and total premium volume within the territory.

• Manage and cultivate carrier relationships while identifying collaborative growth opportunities.

• Organize and facilitate annual regional member meetings.

• Establish and maintain a pipeline of potential members through prospecting, networking, referrals, and market insights.

• Partner with the Business Development Director and Regional Vice President to engage prospective members.

• Utilize Salesforce for planning, logging calls and meetings, and implementing sales strategies.

• Assist member agents with technology, marketing, and educational resources.

• Deliver a monthly newsletter or regional update to members.

• Lead strategic planning sessions and regular business reviews for member agents.

• Engage in a collaborative selling environment.

• Attend conferences, association meetings, and industry events to enhance brand visibility, generate leads, and explore partnership opportunities.

• Provide weekly sales data and activity reports to the Regional Vice President.

• Participate in onboarding new members.

• Identify strategic partnership possibilities with vendor resources.

• Keep abreast of industry trends and integrate successful practices into processes, services, and quality standards.

• Promote MarshBerry and personal branding through LinkedIn and presentations.

• Undertake other special projects, tasks, or responsibilities as assigned by management.

⛳️ Requirements

• Bachelor's degree in Business Management, Risk Management, Finance, Marketing, Sales, or a related field.

• 7-10+ years of sales experience.

• At least 5 years of experience in the insurance industry.

• Proficient in CRM, PowerBI, Word, Excel, and PowerPoint.

• Proven success in growing a geographic territory through consultative sales, territory management, strategic planning, relationship management, recruiting, and business development.

• Strong relationships with agency owners in the territory.

• Experience collaborating with associations and carrier partners, with comprehensive knowledge of insurance carrier reporting.

• Excellent networking, negotiation, presentation, and communication abilities.

• Proven capacity to establish executive-level relationships and influence decision-makers.

• Willingness to travel 30-40% of the time, including overnight and weekend travel.

• Flexibility to work extended or irregular hours as required.

• MBA or master's degree is preferred.

• Insurance designations or licenses such as P&C license, CIC, or CPCU are advantageous.

• Experience with Salesforce is a plus.

• Background in presenting and writing content for publication is a bonus.

🏝️ Benefits

• Competitive benefits package.

• Hybrid work schedules available.

• Opportunities for learning and professional growth.