Regional Broker Manager - PA/WV, Mid-Atlantic

Unum; New York (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

Short & Long-Term Disability

Paid time off + volunteer time

401(k) with employer match

Mental health support

Career advancement

Student loan repayment

Tuition reimbursement

Flexible work environments

Job summary

Unum is seeking a Regional Broker Manager in the United States to drive broker-influenced sales across assigned territories, in collaboration with Colonial Life’s sales organization. The role focuses on acquiring new clients and supporting growth with brokers and home office partners.

You will train the brokerage sales hierarchy, engage with brokers, and align plans with regional goals while traveling 50%–75% of the time.

Qualifications

• Bachelor’s degree or equivalent experience.
• Licensed to solicit insurance or able to obtain license within 45 days.
• 8+ years of broker sales/marketing experience.
• Strong communication, influencing, presentation and persuasion skills.
• Ability to travel 50% to 75% of the time.
• Self-guided; strong organization skills.

Responsibilities

• Grow broker-influenced sales in assigned territory in partnership with Colonial Life’s sales organization.
• Engage with targeted brokers regularly; document engagements in CRM and manage the client pipeline.
• Partner with Territory Sales Managers to create and execute business plans aligned to regional and national goals.
• Train and develop the Colonial Life brokerage sales hierarchy and value proposition.
• Cultivate strong working relationships with internal and external partners and manage broker meetings and events.

Skills

Broker sales

CRM experience

Presentation skills

Communication skills

Travel readiness

Education

Bachelor's degree

Tools

CRM platform

Sales forecasting tools

Job description

Job Posting End Date: October 05

When you join the team at Unum, you become part of an organization committed to helping you thrive.

Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:

• Award-winning culture
• Inclusion and diversity as a priority
• Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
• Generous PTO (including paid time to volunteer!)
• Up to 9.5% 401(k) employer contribution
• Mental health support
• Career advancement opportunities
• Student loan repayment options
• Tuition reimbursement
• Flexible work environments

*All the benefits listed above are subject to the terms of their individual Plans

And that’s just the beginning…

With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you’re directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!

General Summary:

The Regional Broker Manager is responsible for driving the growth of broker influenced sales in their assigned territory(s) in partnership with local leadership and Colonial Life’s career agency distribution channel. Growth in sales may come in either commercial or public sector market segments and will primarily focus on the acquisition of new clients but may also include support for existing client growth.

Principal Duties and Responsibilities

• Increase profitable sales and the number of new clients through insurance brokers in Public Sector and commercial markets in partnership with the Colonial Life sales organization and home office business partners.
• Work with territory sales managers and colonial life agents to target specific broker relationships where growth can be achieved. Personally engage with targeted brokers on a regular basis to drive new client sales opportunities.
• Personally document details of broker engagements in company CRM platform on a weekly basis as well as document, manage, and cultivate pipeline of client opportunities for brokers that the RBM is supporting.
• Act as a strategic business partner to field agents in presentations for prospective and existing customers
• Partner with Territory Sales Managers to create and execute business plans that will drive growth in the local broker market and aligns to regional and national goals.
• Train and develop the Colonial Life sales hierarchy in brokerage market and the Colonial Life value proposition. This includes decision maker presentations, brokerage differentiators, National Broker Partners, and all available marketing programs.
• Ensure appropriate distribution alignment between Colonial Life’s field organization and national broker partner offices
• Engage and educate brokers on Colonial Life’s overall Value proposition and our expertise in the public sector, commercial, brokerage, and large case markets. Manage and participate in broker meetings, forums, trade shows, and lunch & learns within assigned region
• Cultivate strong working relationships with internal and external partners
• Evaluate potential MAP, Worksite Specialist, broker sales representatives and HO visit requests within assigned region. Work with VPS, Territory Sales Manager and AVP of Broker Market Development to approve or decline request.
• Adhere to company’s expectation regarding budget and expense management
• May perform other duties as assigned
  

Job Specifications

• Bachelor’s degree or equivalent experience
• Licensed to solicit insurance or the ability to obtain 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

#LI-TB1

~IN1

Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.

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.

Fully and partially leveraged roles are paid pursuant to a uniformly applied sales compensation plan. For partially leveraged roles, a starting salary or salary range will be listed in the above job description. If salary information is not listed in the job description above, compensation is based solely on commissions.

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), 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