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Regional Relationship Director
MarshBerryCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in strategic sales initiatives, territory management, and relationship building within the insurance industry. Proficient in utilizing CRM tools and data analysis to drive growth and profitability while maintaining strong connections with agency owners and members.
Highest-signal resume keywords
Sales ExperienceInsurance Industry KnowledgeCRM ProficiencyStrategic PlanningRelationship Management
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- Competitive benefits
- Hybrid work schedules
- Learning experiences and opportunities for growth
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Territory ManagementConsultative SalesBusiness DevelopmentNegotiationPresentation Skills
Soft Skills
Communication SkillsNetworking SkillsInfluencing Decision Makers
Tools & Technologies
SalesforcePowerBIMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint
Certifications & Qualifications
P&C LicenseCICCPCUMBA
Industry Keywords
InsuranceAgency OwnersCarrier RelationshipsMembership GrowthMarket Intelligence