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Insurance Sales Broker Manager

1 month ago

Dallas, Texas, United States FrankCrum Full time
About FrankCrum

FrankCrum is a professional employer organization (PEO) based in Clearwater, Florida, with a family culture that encourages collaboration and respect among employees. We offer a range of HR services, including payroll, employee benefits, HR consulting, and workers' compensation insurance.

The Role

We are seeking a full-time Broker Manager in Dallas, TX, to promote ongoing sales growth and client retention through the recruitment and management of broker relationships on a regional level. The ideal candidate will have exceptional customer service skills, written and listening skills, and sales experience.

Key Responsibilities
  1. Prospect, obtain, and develop successful broker relationships on a regional to national level to maintain profitable sales growth.
  2. Establish new agent relationships and develop relationships with brokers, agents, accounting firms, CPAs, etc. to generate client referrals.
  3. Develop and present proposals and client-specific solutions.
  4. Educate brokers about the FrankCrum product line and provide updates and retraining on an ongoing basis.
  5. Train brokers on how to market and sell the FrankCrum product line.
  6. Maintain professional licensing and technical knowledge by establishing personal networks, participating in professional societies, and online webinars.
  7. Develop and manage the External Sales Department's budgets.
  8. Send out a minimum of two Constant Contact campaigns per month and add new contacts monthly.
  9. Meet monthly goals regarding the number of RFPs submitted, maintain Lead Trackers, and attend business meetings, trade shows, networking events, seminars, and conferences as directed.
Competitive Benefits
  • Health Insurance with zero dollar paycheck cost for employee coverage and $245 per month for family.
  • Dental and Vision Insurance.
  • Short-Term Disability and Term Life Insurance at no cost to the employee.
  • Long-Term Disability and Voluntary Term Life Insurance.
  • Supplemental insurance plans, including Accidental, Critical Illness, Hospital Indemnity, Legal Services, and Pet Insurance.
  • 401(k) Retirement Plan with 100% employer match up to 4% employee contribution.
  • Employee Assistance Program at no cost to the employee.
  • Flexible Spending Accounts for Medical and Dependent Care Reimbursement.
  • Health Savings Account funded by FrankCrum.
  • Paid time off and holiday pay.
  • Education reimbursement up to $5,250 per calendar year.
  • PTO cash out.
  • Tickets at Work.
  • Access to the Corporate America Family Credit Union.
  • Employee and client referral bonus programs.
  • Paid volunteer time.
What's Special About FrankCrum

FrankCrum is a family-owned business-to-business entity since 1981, made up of several companies, including FrankCrum Corporate, FrankCrum Staffing, Frank Winston Crum Insurance Company, and the FrankCrum Insurance Agency. We employ approximately 500 people who serve over 4,000 clients throughout the United States. Our employees are trained to deliver high value through exceptional customer service and treat clients and coworkers like family. We live by our Brand Pillars (Integrity, Affinity, and Prosperity) and recognize employees for exceptional customer service and milestones in tenure.