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Broker client manager

Brock Thornton Benefits
Bellingham, WA Full Time
POSTED ON 3/25/2026
AVAILABLE BEFORE 5/23/2026

Job Overview
We are seeking a dynamic and proactive Broker Client Manager to join our team and drive growth within our brokerage services. In this energetic role, you will be the key liaison between our company and our broker clients, fostering strong relationships, identifying new business opportunities, and delivering tailored solutions that meet their unique needs. Your expertise in negotiation, business development, and sales will propel our client partnerships forward, ensuring mutual success. This position offers an exciting opportunity to lead strategic initiatives, leverage cutting-edge technology sales tools, and make a tangible impact in a fast-paced environment. Helping local insurance broker work his book of business with products.

Responsibilities

  • Develop and maintain robust relationships with broker clients through warm calling, regular communication, and personalized account management.
  • Identify and pursue new business opportunities by analyzing market trends and client needs to expand our B2B sales portfolio.
  • Lead negotiations with broker clients to secure favorable terms while ensuring alignment with company objectives.
  • Collaborate with marketing teams to craft targeted campaigns that enhance brand visibility and attract prospective clients.
  • Utilize Salesforce and other CRM tools to track client interactions, sales pipelines, and account activities for optimal follow-up.
  • Provide expert guidance on technology sales solutions tailored to broker requirements, demonstrating technical knowledge and problem-solving skills.
  • Analyze client data to identify growth opportunities, optimize account strategies, and improve overall service delivery.
  • Lead cross-functional teams during complex sales processes to ensure seamless execution and exceptional customer experience.

Requirements

  • Proven experience in negotiation, business development, or B2B sales within a fast-paced environment.
  • Strong communication skills with the ability to build rapport quickly and effectively articulate value propositions.
  • Demonstrated success in technology or technical sales, with familiarity using Salesforce or similar CRM platforms.
  • Excellent analysis skills for interpreting market data, client feedback, and sales metrics to inform strategic decisions.
  • Experience in account management with a focus on nurturing long-term client relationships.
  • Ability to conduct warm calling campaigns confidently while maintaining a positive attitude under pressure.
  • Leadership qualities that inspire teamwork, motivate colleagues, and drive results in a competitive landscape. Join us as a Broker Client Manager and become part of an energetic team dedicated to delivering innovative solutions while building meaningful client partnerships!

Pay: $70,000.00 - $99,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Life insurance
  • Vision insurance

Work Location: In person

Salary : $70,000 - $99,000

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