Assistant VP, Broker Solutions

Assistant VP, Broker Solutions (Finance)

The Assistant Vice President of Broker Solutions (AVP) will lead the strategy, vision, and execution framework for our broker distribution channel. This role partners closely with Zone VPs and other Sales Leaders to drive broker-based growth, ensuring our sales teams are equipped with the tools, insights, and support needed to win in the broker market.

The AVP of Broker Solutions will spearhead the national broker strategy and shape compelling, market-facing value propositions. Guide the organization on effective engagement, activation, and growth of broker relationships. They will provide strategic leadership to the Director of National Broker Relationships and Broker Account Managers, ensuring consistent, high-quality support for broker partners across all markets.

Collaborating closely with field and home office teams to align initiatives and deliver seamless broker experiences. This role is critical in enabling our broker partners' success and driving sustainable growth through a unified, strategic approach to broker distribution.

• Build and execute a scalable broker sales strategy aligned with company growth targets.
• Lead and develop a team responsible for broker engagement, production, and satisfaction.
• Directly manage and support the Director of National Broker Relationships and Broker Account Managers to ensure consistent execution and service delivery.
• Collaborate with senior leadership and internal teams to ensure broker strategy supports all zones and business segments.
• Lead cross‑functional projects aimed at optimizing broker operations and digital capabilities. Resolve systemic issues impacting broker performance or service.
• Develop and track success metrics from broker sources, including APV, case count, recruiting and retention.
• Analyze market trends and broker feedback to identify opportunities for new solutions.
• Drive innovation in broker onboarding, compensation strategy and service delivery.

National Broker Sales Growth

• Design and execute a broker growth strategy across the sales zones.
• Establish and own national sales targets specific to broker‑influenced production.
• Partner with Zone Vice Presidents and other Sales Leadership to integrate broker strategy into overall sales plans.

• Lead and develop the Directors of National Broker Relationships and Broker Account Managers.
• Build a scalable leadership model supporting regional execution and national alignment.
• Establish cadence for broker sales reviews, pipeline updates and forecasting.

• Create national broker partner segmentation and prioritization strategy.
• Collaborate with the Premier Client Services and Broker Education teams to strengthen retention, engagement and ease of doing business.

• Serve as executive liaison with underwriting, billing, operations and processing teams to resolve escalations and reduce friction for brokers.
• Ensure the broker needs and field feedback are informed of corporate strategy and product development.
• Drive accountability with internal departments to ensure broker cases are processed promptly and accurately.

• Develop broker sales reporting scorecards at national, zone and individual levels.
• Partner with Marketing and Education teams to produce broker‑facing materials, training and value proposition content.
• Establish KPIs that measure relationship development, case acquisition and retention.

Skills

• Health insurance
• Dental insurance
• Tuition reimbursement
• A company‑match 401(k) plan
• Disability insurance
• Life insurance
• Employee referral bonuses