Regional Broker Manager – Mid-Atlantic

• Drive growth of broker-influenced sales in assigned territories in partnership with local leadership and Colonial Life’s career agency distribution channel
• Increase profitable sales and new clients through insurance brokers in public sector and commercial markets
• Target and regularly engage broker relationships to drive new client sales opportunities
• Document broker engagements weekly in the company CRM platform
• Document, manage, and cultivate client opportunity pipelines
• Act as a strategic business partner to field agents in prospective and existing customer presentations
• Create and execute business plans with Territory Sales Managers to drive local broker-market growth
• Train and develop the Colonial Life sales hierarchy on the brokerage market and value proposition
• Ensure distribution alignment between Colonial Life’s field organization and national broker partner offices
• Engage and educate brokers on Colonial Life’s value proposition and expertise
• Manage and participate in broker meetings, forums, conferences, trade shows, and lunch & learns
• Cultivate relationships with internal and external partners
• Evaluate MAP, Worksite Specialist, broker sales representative, and home-office visit requests
• Manage budget and expenses
• Perform other assigned duties

• Bachelor’s degree or equivalent experience
• Licensed to solicit insurance, or ability to obtain an insurance license in states within assigned territory within 45 days
• 8+ years of broker sales/marketing experience, preferably in worksite or voluntary benefits products
• Strong communication, influencing, presentation, and persuasion skills
• Strong problem-solving and planning skills; attention to detail
• Excellent interpersonal and collaboration skills; highly responsive to customer needs
• Ability to travel 50% to 75% of the time
• Self-guided; strong organization skills

Demonstrates expertise in broker sales and marketing, with a focus on cultivating relationships and driving growth in the insurance sector. Proficient in strategic business planning, client engagement, and training within the brokerage market.

• Broker Sales Experience
• Insurance License
• Client Relationship Management
• Strategic Business Planning
• Communication Skills

• Broker Sales
• Sales Pipeline Management
• Business Plan Execution
• Market Growth Strategies
• Insurance Products Knowledge

• Interpersonal Skills
• Collaboration Skills
• Problem-Solving Skills
• Attention to Detail
• Self-Guided Organization

• Insurance License

• Brokerage Market
• Worksite Benefits
• Voluntary Benefits
• Public Sector Sales
• Commercial Markets

• CRM Platform