FrankCrum · 2 months ago
Insurance Sales Broker Manager - CA
FrankCrum is a Professional Employer Organization (PEO) based in Clearwater, Florida, recognized as a Top Workplace in Tampa Bay. The role of Broker Manager involves promoting sales growth and managing broker relationships to enhance client retention across California territories.
Employee BenefitsHuman ResourcesRecruiting
Responsibilities
Prospects, obtains, and develops successful broker relationships on a regional to national level to maintain profitable sales growth. Researches, identifies, and recommends new business leads
Continually establishes new agent relationships
Cold calls to obtain new business opportunities. Develops relationships with brokers, agents, accounting firms, CPAs, etc. to generate client referrals
Develops and presents proposals and client specific solutions
Educates brokers about the FrankCrum product line and provides updates and retraining on an ongoing basis
Trains brokers on how to market and sell the FrankCrum product line
Maintains professional licensing and technical knowledge by establishing personal networks, participating in professional societies and online webinars
Develops and manages the External Sales Department’s budgets
Sends out a minimum of two Constant Contact campaigns per month in addition to adding new contacts monthly
Meet monthly goals regarding number of RFP's submitted, maintain Lead Trackers, and attend business meetings, trade shows, networking events, seminars, and conferences as directed
Qualification
Required
Exceptional customer service skills
Written, listening, and communication skills
Sales experience
Knowledge of the PEO structure
Cold-calling experience
Prospecting experience
Negotiation skills
Probability and risk management knowledge
Ability to work remotely
Ability to manage a specific Kansas territory
Benefits
Health Insurance is zero dollar paycheck cost for employee's coverage and only $295 dollars a 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 such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance
401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes, and the employee is immediately vested in the employer match
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 five thousand two hundred fifty dollars tax free 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
Disaster Relief Fund for employees
Company
FrankCrum
FrankCrum is a professional employer organization that boosts HR capabilities, broadens convenient services and benefits to employees.
Funding
Current Stage
Growth StageRecent News
Seattle TechFlash
2025-09-12
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