Remote Regional Relationship Director: Growth & Partnerships

MarshBerry; Richmond (VA); Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid work schedule

Professional growth opportunities

Job summary

MarshBerry, a subsidiary of Lincoln International, seeks a Regional Relationship Director to drive member engagement and profitable growth in a remote-based role. Lead initiatives to expand membership, strengthen carrier partnerships, and deliver strategic sales plans across the territory.

The role requires 7–10+ years of insurance sales experience, a BS in a related field (MBA preferred), and strong CRM/PowerBI skills. Travel 30–40% and a collaborative, growth-oriented culture are key.

Qualifications

• Bachelor’s degree in Business Management, Risk Management, Finance, Marketing or Sales (MBA preferred).
• Insurance designations or licenses are a plus (P&C, CIC, CPCU).
• 7–10+ years of sales experience with at least 5 years in insurance.
• Proficiency with CRM systems, PowerBI, MS Word, Excel, PowerPoint; Salesforce a plus.

Responsibilities

• Develop and maintain strong relationships with existing members to maximize retention and growth.
• Act as trusted advisor, connecting members with relevant resources and solutions.
• Grow membership, revenue and aggregated premium volume in the territory.
• Own and develop carrier relationships in the region.
• Collaborate with carrier reps to build partnerships and identify growth opportunities.
• Plan and host regional member meetings and maintain a robust pipeline.
• Utilize Salesforce to log calls, meetings and execute sales strategies.
• Travel 30–40% as needed; participate in conferences and events.

Skills

Relationship building

Sales strategy

Account management

CRM proficiency

Communication

Education

Bachelor's degree in Business/Finance/Sales

MBA preferred

Tools

Salesforce

PowerBI

Microsoft Excel

PowerPoint

Job description

MarshBerry, a subsidiary of Lincoln International, seeks a Regional Relationship Director to drive member engagement and profitable growth in a remote-based role. Lead initiatives to expand membership, strengthen carrier partnerships, and deliver strategic sales plans across the territory.

The role requires 7–10+ years of insurance sales experience, a BS in a related field (MBA preferred), and strong CRM/PowerBI skills. Travel 30–40% and a collaborative, growth-oriented culture are key.