Broker Manager

Purpose

This job contributes to the mission of FrankCrum by promoting ongoing sales growth and client retention through the recruitment and management of broker relationships on a regional level.

Reporting

This position reports to the SVP of Broker Sales or the VP of Broker Sales and does not supervise others.

Essential Duties

• Prospects, obtains, and develops successful broker relationships on a regional to national level to maintain profitable sales growth. Researches, identifies, and recommends new business leads.
• Continually establishes new agent relationships
• Cold calls to obtain new business opportunities. Develops relationships with brokers, agents, accounting firms, CPAs, etc. to generate client referrals.
• Develops and presents proposals and client specific solutions.
• Educates brokers about the FrankCrum product line and provides updates and retraining on an ongoing basis.
• Trains brokers on how to market and sell the FrankCrum product line.
• Maintains professional licensing and technical knowledge by establishing personal networks, participating in professional societies and online webinars.
• Develops and manages the External Sales Department’s budgets.
• Send out a minimum of two Constant Contact campaigns per month in addition to adding new contacts monthly.
• Maintains Lead Trackers
• Meet monthly goals in regard to number of RFP’s submitted
• Attends business meetings, trade shows, networking events, seminars, and conferences as directed.
• Performs other duties as assigned.

Essential Physical Requirements

• Ability to speak, see, and hear.
• Ability to use hands and arms to reach, handle, and operate various office machines including, but not limited to a printer, copier, mouse, keyboard, and telephone.
• Ability to drive a motor vehicle.

Work Environment

The work environment is home office based and requires frequent regional travel.

Knowledge, Skills, and Behaviors

• Knowledge of company services, products, and pricing methods.
• Negotiation skills
• Ability to sell to client needs
• Knowledge of business profitability and risk management.
• Knowledge of modern office methods and procedures.
• Skill to be proactive in prospecting and cold calling
• Skill to use and compose clear, comprehensive, and accurate verbal and written communication and reports.
• Skill to establish and maintain filing systems, format, proofread, edit documents, and perform calculations.
• Skill to use Word, Excel, PowerPoint, and Outlook with proficiency.
• Skill to manage multiple projects.
• Ability to be highly organized, give attention to detail, and exercise follow up.
• Skill to research and analyze data and prepare recommendations.
• Skill to effectively plan, organize, and prioritize work assignments to meet deadlines.
• Ability to be highly self-motivated.
• Ability to exercise professional judgment and initiative.
• Ability to maintain diplomatic customer/client relations.
• Ability to project an outgoing and service focused personality.
• Ability to maintain a positive and respectful attitude.
• Ability to consistently project a professional appearance and demeanor.
• Ability to listen carefully and respond to or refer customer requests and problems with diplomacy.
• Ability to understand and follow oral and written directions.
• Ability to be effective when working independently or cooperatively as a team member.
• Ability to draw logical conclusions and make effective recommendations.
• Ability to look for opportunities to apply new ideas, methods, designs, and technologies.
• Ability to use discretion in dealing with confidential matters and information.
• Ability to consistently report to work on time and prepared to perform the job.

Minimum Requirements

• Bachelor’s degree in a related field or equivalent experience.
• Minimum of one (1) year of business-to-business sales experience involving the insurance industry.
• Valid state insurance sales license.
• Valid driver’s license.