Regional Relationship Director

MarshBerry, a subsidiary of Lincoln International, is growing! We are seeking a Regional Relationship Director to join our team. We have a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve, and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. Position Summary FirstChoice is currently seeking a Regional Relationship Director to join our growing team. The Regional Relationship Director is responsible for member engagement. They drive the growth and profitability of an assigned territory by developing and executing strategic sales initiatives that strengthen relationships with members, carrier partners, and strategic partners. This role is accountable for member retention, expanding membership, influencing organic growth, strategic planning, new member initiation & recruitment, onboarding new members, and driving profitable growth by identifying and developing aggregation opportunities within the territory. This is a remote-based position. The ideal candidate will be located in either Maryland (Baltimore area preferably), Delaware, or southeastern Pennsylvania. Serving as the primary relationship manager, the Regional Relationship Director leads member retention, cultivates strategic partnerships, and expands market presence through a consultative, team-selling approach. Success in this role requires a proactive, relationship-driven leader who can identify growth opportunities, build trusted partnerships, and collaborate effectively with the Regional Vice President Regional Vice President and the Business Development Director and our internal teams to deliver sustainable growth. Responsibilities - Proactively develops, cultivates, and maintains strong relationships with existing members to maximize retention and profitable growth. - Serves as a trusted advisor and advocates for members by connecting them with relevant resources and solutions. - Increases membership, revenue, and aggregated premium volume within the assigned territory. - Owns and develops carrier relationships in the region. - Collaborates with carrier representatives to build new relationships and strengthen partnerships while identifying joint growth opportunities, enhance member value, and consistently ask for introductions to generate qualified prospective member referrals. - Plans and hosts regional member meetings annually. - Builds and maintains a consistent opportunity pipeline of prospective members through prospecting, networking, referrals, and market intelligence. - Collaborates with the Business Development Director and Regional Vice President to initiate new prospective members. - Utilizes Salesforce to plan, log calls, meetings, and execute sales strategies. - Assists member agents with technology, marketing, and educational opportunities and by connecting them with our Director of Technology and VP of Education. - Provides a monthly newsletter/region update to members. - Leads the strategic planning process for member agents in the assigned territory to include regular business reviews to identify evolving needs and uncover additional opportunities. - Participates in team-selling environment with colleagues. - Attends conferences, association meetings, and industry events to build brand awareness and develop relationships to generate leads and identify new partnership opportunities. - Reports sales data & activities weekly to the Regional Vice President during 1:1’s. - Participates in the new member onboarding process. - Uncovers FirstChoice strategic partnership opportunities with our vendor resources and connect them with our Strategic Partnership VP. - Stays abreast of industry trends and changes incorporating “proven practices” in the development of processes, services, and quality standards. - Supports MarshBerry and individual branding with an active LinkedIn presence & contributing to MarshBerry and industry presentations. - Other special projects, tasks or duties as assigned by Management. Selection Criteria Education & Experience - Bachelor's degree in Business Management, Risk Management, Finance, Marketing, Sales or another related field. MBA or master’s preferred. Insurance designations or licenses are a plus such as P&C license, CIC, CPCU. - 7-10+ years of sales experience. - A minimum of 5 years within the insurance industry. - Profic