Combined Insurance, a Chubb Company, is seeking a Director of Broker Relationships to join our fast-paced, high energy, growing company.
We are proud of our tradition of success in the insurance industry of over 100 years. Come join our team of hard-working, talented professionals!
Job Summary
The Director of Broker Relationships is focused on driving sales through relationships with brokers for the . Combined Agency channel.
Reporting directly to the SVP of Sales Distribution and supporting the Zone Vice Presidents and Agency Directors, in an assigned geography, with sales and business opportunities, this role will primarily focus on production through brokers.
They will be asked to personally drive broker relationships and production through their personal efforts and activities.
This role will work with the local markets and sales teams to help support enrollment and ongoing service for cases and brokers in the geographical market that the business resides in.
They will be responsible for growing the broker-influenced business nationally. This role will work directly with the AVP, of Broker Education Development and the Premier Client Services team to help drive consistency as it relates to the broker strategy.
Responsibilities
Work in partnership with the SVP of Sales Distribution, to create and deliver a sales plan with specific & measurable sales goals and target markets.
Accountable for the delivery of agreed upon metrics.
- Collaborate with Zone Manager, Agency Directors, Agency Leaders and sales support teams in the creation of sales plans to drive broker sales.
- Develop and maintain an ongoing pipeline (with agreed upon targets) of potential customers to continuously generate and grow sales.
- Maintain existing client relationships and identify sales opportunities.
- Create sales and service strategies focused on Premier Clients to meet the needs of key clients.
- Adhere to budgetary guidelines for client entertainment, prospecting, travel, etc.
Competencies
Problem Solving : Takes an organized and logical approach to thinking through problems and complex issues. Simplifies complexity by breaking down issues into manageable parts.
Looks beyond the obvious to get at root causes. Develops insight into problems, issues and situation.
Continuous Learning : Demonstrates a desire and capacity to expand expertise, develop new skills and grow professionally.
Seeks and takes ownership of opportunities to learn, acquire new knowledge and deepen technical expertise. Takes advantage of formal and informal developmental opportunities.
Takes on challenging work assignments that lead to professional growth
Initiative : Willingly does more than is required or expected in the job. Meets objectives on time with minimal supervision.
Eager and willing to go the extra mile in terms of time and effort. Is self-motivated and seizes opportunities to make a difference.
Adaptability : Ability to re-direct personal efforts in response to changing circumstances. Is receptive to new ideas and new ways of doing things.
Effectively prioritizes according to competing demands and shifting objectives. Can navigate through uncertainty and knows when to change course
Results Orientation : Effectively executes on plans, drives for results and takes accountability for outcomes. Perseveres and does not give up easily in challenging situations.
Recognizes and capitalizes on opportunities. Takes full accountability for achieving (or failing to achieve) desired results
Values Orientation : Upholds and models Chubb values and always does the right thing for the company, colleagues and customers.
Is direct truthful and trusted by others. Acts as a team player. Acts ethically and maintains a high level of professional integrity.
Fosters high collaboration within own team and across the company; constantly acts and thinks One Chubb
Skills
- Ability to think strategically and act proactively
- Highly developed interpersonal skills with the ability to communicate effectively at all levels of the organization
- Strong communication (oral and written), ability to present effectively in front of large groups
- Possess high integrity and high ethical standards, while pursuing the sales strategies and objectives and in all business practices
- Has a high degree of professionalism and executive presence aligned with representing well the Chubb / Combined brand
- Ability to achieve or exceed business goals; focused on results
- Outstanding collaboration, partnering, and teambuilding skills
- Able to effectively manage and prioritize multiple priorities
Education and Experience
- 10+ years of progressive sales, worksite sales, and broker experience within the life, health, and accident insurance industry
- Expertise in developing and executing on strategic plans
- Possesses valid life, health, and accident insurance licenses in the geographical areas of responsibility
- Bachelor’s degree or equivalent work experience required