MarshBerry
Join to apply for the
Relationship Manager
role at
MarshBerry 2 weeks ago Be among the first 25 applicants Join to apply for the
Relationship Manager
role at
MarshBerry Get AI-powered advice on this job and more exclusive features. MarshBerry is growing! We are seeking a
Relationship Manager
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 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, new challenges, and learning experiences. Position Summary: MarshBerry is currently seeking a
Relationship Manager
for our Plano, TX office .
The
Relationship Manager
will contribute to the development and execution of MarshBerry’s Association & Affinity Group strategy with the goal of developing long-term strategic partnerships with those groups. This role is responsible for managing relationships, often in collaboration with other MarshBerry consultants or subject matter experts, with insurance and wealth management industry associations that drive new business opportunities and expand MarshBerry’s reach. It’s a hands-on role, requiring regular work to refine and maintain a database, which serves as a key knowledge source for helping all stakeholders manage the relationships effectively. Responsibilities: Contribute to and execute MarshBerry’s Association and Affinity Group strategy. Collaborate with key stakeholders within MarshBerry including business unit leaders, sales, and marketing to ensure alignment on the strategy. Build and maintain strong relationships with key stakeholders from targeted Association and Affinity Groups. Develop strong understanding of targeted Association and Affinity Groups to ensure time and resources are allocated effectively to maximize value. Ensure MarshBerry consultants and subject matter experts are effectively managing relationships to which they are assigned by helping them consistently meet established relationship management expectations. Maintain and improve how effectively technology tools are used to maintain and leverage a comprehensive database for things like tracking demographics and ensuring relationship management best practices are being followed. SalesForce would be the primary application used. Maintain calendar of Association and Affinity Group meetings and tracking of MarshBerry colleagues representing the organization at events, conferences, and meetings. Ensure effective communication and preparation for MarshBerry colleagues attending meetings. Identify key performance metrics for Association and Affinity Group strategy and ensure goals and objectives are met. Develop and deliver dashboard reports and presentations on outcomes that demonstrate measurable business impact based on the identified goals. Develop process for regular evaluation of targeted Association and Affinity groups to ensure partnerships are having desired results. Oversee Association and Affinity Group budget and expense tracking. Monitor industry trends, competitive landscape, and emerging opportunities to refine engagement strategies. Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services. Selection Criteria Education & Experience: Bachelor’s degree in Business, Marketing, Communications, or related degrees. 5-7+ years of relationship management, business development, or sales. Experience with associations, membership organizations, or affinity groups within the insurance and/or wealth management industries is preferred. Experience in financial services, insurance, consulting or wealth management Proficient in Microsoft Office Word, Excel, Access, PowerPoint and other software as it applies. CRM experience, preferably Salesforce. Other: Proven ability to develop and maintain strong professional relationships. Excellent communication, negotiation, and presentation skills. Strategic thinker with a results-driven approach to business development. Ability to travel 50-60% of the time; includes overnight and weekend travel. Ability to work flexible and/or extended hours as needed. Working at MarshBerry Who We Are: MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all. What We Do: MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals. It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following: Crain’s Best Employers in Ohio The Nation’s Best and Brightest in Wellness North Coast 99 Top Work Places - The Plain Dealer Weatherhead 100 West Michigan’s Best and Brightest Companies to Work for To learn more about MarshBerry, visit www.marshberry.com. We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Business Development, Marketing, and Customer Service Industries Financial Services, Investment Banking, and Insurance Referrals increase your chances of interviewing at MarshBerry by 2x Get notified about new Relationship Manager jobs in
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Relationship Manager
role at
MarshBerry 2 weeks ago Be among the first 25 applicants Join to apply for the
Relationship Manager
role at
MarshBerry Get AI-powered advice on this job and more exclusive features. MarshBerry is growing! We are seeking a
Relationship Manager
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 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, new challenges, and learning experiences. Position Summary: MarshBerry is currently seeking a
Relationship Manager
for our Plano, TX office .
The
Relationship Manager
will contribute to the development and execution of MarshBerry’s Association & Affinity Group strategy with the goal of developing long-term strategic partnerships with those groups. This role is responsible for managing relationships, often in collaboration with other MarshBerry consultants or subject matter experts, with insurance and wealth management industry associations that drive new business opportunities and expand MarshBerry’s reach. It’s a hands-on role, requiring regular work to refine and maintain a database, which serves as a key knowledge source for helping all stakeholders manage the relationships effectively. Responsibilities: Contribute to and execute MarshBerry’s Association and Affinity Group strategy. Collaborate with key stakeholders within MarshBerry including business unit leaders, sales, and marketing to ensure alignment on the strategy. Build and maintain strong relationships with key stakeholders from targeted Association and Affinity Groups. Develop strong understanding of targeted Association and Affinity Groups to ensure time and resources are allocated effectively to maximize value. Ensure MarshBerry consultants and subject matter experts are effectively managing relationships to which they are assigned by helping them consistently meet established relationship management expectations. Maintain and improve how effectively technology tools are used to maintain and leverage a comprehensive database for things like tracking demographics and ensuring relationship management best practices are being followed. SalesForce would be the primary application used. Maintain calendar of Association and Affinity Group meetings and tracking of MarshBerry colleagues representing the organization at events, conferences, and meetings. Ensure effective communication and preparation for MarshBerry colleagues attending meetings. Identify key performance metrics for Association and Affinity Group strategy and ensure goals and objectives are met. Develop and deliver dashboard reports and presentations on outcomes that demonstrate measurable business impact based on the identified goals. Develop process for regular evaluation of targeted Association and Affinity groups to ensure partnerships are having desired results. Oversee Association and Affinity Group budget and expense tracking. Monitor industry trends, competitive landscape, and emerging opportunities to refine engagement strategies. Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services. Selection Criteria Education & Experience: Bachelor’s degree in Business, Marketing, Communications, or related degrees. 5-7+ years of relationship management, business development, or sales. Experience with associations, membership organizations, or affinity groups within the insurance and/or wealth management industries is preferred. Experience in financial services, insurance, consulting or wealth management Proficient in Microsoft Office Word, Excel, Access, PowerPoint and other software as it applies. CRM experience, preferably Salesforce. Other: Proven ability to develop and maintain strong professional relationships. Excellent communication, negotiation, and presentation skills. Strategic thinker with a results-driven approach to business development. Ability to travel 50-60% of the time; includes overnight and weekend travel. Ability to work flexible and/or extended hours as needed. Working at MarshBerry Who We Are: MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all. What We Do: MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals. It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following: Crain’s Best Employers in Ohio The Nation’s Best and Brightest in Wellness North Coast 99 Top Work Places - The Plain Dealer Weatherhead 100 West Michigan’s Best and Brightest Companies to Work for To learn more about MarshBerry, visit www.marshberry.com. We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Business Development, Marketing, and Customer Service Industries Financial Services, Investment Banking, and Insurance Referrals increase your chances of interviewing at MarshBerry by 2x Get notified about new Relationship Manager jobs in
Plano, TX . Dallas, TX $55,000.00-$70,000.00 15 hours ago Dallas, TX $127,800.00-$183,655.00 2 weeks ago Relationship Manager I - Business Banking
Plano, TX $45,000.00-$70,000.00 5 days ago Commercial Relationship Manager - Middle Market Banking
Relationship Manager I - Business Banking
Relationship Manager – Retail & Floorplan Finance
Irving, TX $59,600.00-$93,700.00 1 week ago Relationship Manager I - Business Banking
Dallas, TX $170,000.00-$177,000.00 14 hours ago Relationship Manager I - Business Banking
Irving, TX $86,000.00-$129,000.00 1 day ago Dallas, TX $150,000.00-$160,000.00 2 weeks ago Dallas, TX $115,000.00-$175,000.00 2 months ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr