National Broker Partner Manager
Listed on 2026-06-29
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Business
Client Relationship Manager -
Management
Client Relationship Manager
General Summary
This role is responsible for initiating, developing and owning prioritized national distribution partner relationships at a corporate level as well as driving meaningful operational and local office connectivity. These partners consist of those with high profile relationships, and/or high growth potential, likely complex operational needs across business segments and require frequent communication to or interaction with Colonial Life leadership.
Principal Duties and Responsibilities- Build strong credibility and relationships with alliance partners, at a corporate, regional or local leadership level as well as the internal sales force and across the organization.
- Plan and drive activities that lead to profitable sales growth and retention for assigned partner organizations.
- Own annual growth strategies for each assigned partner that aligns with overall Colonial Life goals. Be responsible for driving the development of key partner relationships through the following tactics:
- Develop annual business plans in conjunction with internal Colonial Life sales and partner leadership.
- Participate in delivery of initiatives (e.g. develop/deliver presentations at partner events such as trainings, corporate stewardship, results, trends, etc.).
- Identify and initiate specific growth plans for mutually identified local firm locations to include training, contests, presentations, etc.
- Assist in local firm development through field visits and as needed.
- Assist in the onboarding of new partners (compensation, marketing agreements, etc.).
- Prepare marketing and sales materials and presentations.
- Provide priority Colonial Life updates to partner leadership on an ongoing basis (e.g. financial results, key leadership changes, product development launches, strategic initiatives, etc.).
- Develop and deliver regular partner production reporting, progress against plan, and develop action plans to ensure results are achieved.
- Coordinate and attend regular partner relationship meetings including those that require stand and deliver presentations on various Colonial Life topics.
- Facilitate resolution of issues that have been escalated to partner leadership.
- Perform other duties as needed.
- 5+ years of experience in sales support or management of brokers or large clients
- Bachelor’s degree or equivalent years of relevant experience
- Knowledge of Colonial Life business processes, enrollment technology, products and services from end to end is preferred
- Proven credibility with sales organization and brokerage distribution
- Proven ability to think both strategically and tactically
- Significant sales or sales support and customer service experience
- Ability to exhibit full understanding of the Colonial Life value proposition to potentially large and high-profile audiences
- Excellent oral and written communication skills with ability to interact with all levels in the company including senior leadership
- Strong organizational skills and ability to manage multiple priorities and deadlines
- Documented experience in working across internal departments
- Ability to successfully delegate activities to appropriate business partners
- Strong Project Management abilities
- Strong experience in motivation, team building, and collaboration/partnership
- Strong relationship building, interpersonal, and negotiation skills
- Team oriented with strong leadership skills
- Exceptional ability to deliver results and achieve goals
- Highly self-directed and driven by speed of resolution and results
- Strong research and problem-solving skills
- Ability to take ambiguous and complex assignments and break them into action items yielding short and long-term results
- Up to 25% travel required
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
Base Salary Range: $75,500.00-$
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
Company:
Colonial Life
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