Regional Relationship Director

🔥 12 hours ago

🦀 Maryland, Pennsylvania – Remote

🦀 Maryland – Remote 🔔 Pennsylvania – Remote

⏰ Full Time

🔴 Lead

👔 Director

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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MarshBerry

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

🛡️ Insurance

🏦 Banking

💰 Private equity on 2022-02

Consulting • Insurance • Banking

MarshBerry is a global investment banking and consulting firm that specializes in M&A advisory, capital markets, and strategic consulting for insurance agencies, wealth management firms, and other financial services organizations. The company provides transaction advisory and execution, valuations, market intelligence, performance benchmarking, talent search and development, and technology enablement to help clients grow, optimize operations, and navigate ownership transitions.

📋 Description

• Drive growth and profitability of an assigned territory through strategic sales initiatives • Develop, cultivate, and maintain relationships with existing members to maximize retention and profitable growth • Serve as a trusted advisor and connect members with relevant resources and solutions • Increase membership, revenue, and aggregated premium volume within the territory • Own and develop carrier relationships and identify joint growth opportunities • Plan and host regional member meetings annually • Build and maintain a pipeline of prospective members through prospecting, networking, referrals, and market intelligence • Collaborate with the Business Development Director and Regional Vice President to initiate prospective members • Use Salesforce to plan and log calls and meetings and execute sales strategies • Assist member agents with technology, marketing, and educational opportunities • Provide a monthly newsletter or regional update to members • Lead strategic planning and regular business reviews for member agents • Participate in a team-selling environment • Attend conferences, association meetings, and industry events to build brand awareness, generate leads, and identify partnerships • Report sales data and activities weekly to the Regional Vice President • Participate in new member onboarding • Identify strategic partnership opportunities with vendor resources • Monitor industry trends and incorporate proven practices into processes, services, and quality standards • Support MarshBerry and individual branding through LinkedIn and presentations • Perform other special projects, tasks, or duties assigned by management

🎯 Requirements

• Bachelor's degree in Business Management, Risk Management, Finance, Marketing, Sales or another related field • 7-10+ years of sales experience • Minimum of 5 years within the insurance industry • Proficient with CRM, PowerBI, Word, Excel, and PowerPoint • Demonstrated success growing a geographic territory through consultative sales, territory management, strategic planning, relationship management, recruiting, and business development • Strong relationships with agency owners within the territory • Experience working with associations and carrier partners, with in-depth knowledge of insurance carrier reporting • Strong networking, negotiation, presentation, and communication skills • Demonstrated ability to develop executive-level relationships and influence decision makers • Ability to travel 30-40% of the time, including overnight and weekend travel • Ability to work flexible and/or extended hours as needed • MBA or master's preferred • Insurance designations or licenses such as P&C license, CIC, or CPCU are a plus • Salesforce experience is a plus • Experience presenting and writing content to be published is a plus

🏖️ Benefits

• Competitive benefits • Hybrid work schedules • Learning experiences and opportunities for growth