Director, Broker Engagement
Remote US, United States
We are seeking a dynamic and strategic Director of Broker Engagement to lead agent training, communications, and marketing initiatives within the Medicare Advantage and life insurance markets. As a key leader within our Field Marketing Organization (FMO), this role will focus on driving agent success by developing and executing comprehensive engagement strategies, including training programs, marketing initiatives, and communications that enhance agent recruitment, retention, and productivity. The ideal candidate has deep expertise in insurance marketing, broker training, and compliance-driven communications.
The Director, Broker Engagement plans and executes marketing and sales programs to generate new prospects and improve client retention. The Director, Broker Engagement requires an in-depth understanding of how organization capabilities interrelate across the function or segment.
The Director, Broker Engagement implements policies and programs to increase employee and external constituent awareness, and knowledge of activities related to the IFG Brokerage. Decisions are typically related to the implementation of new/updated programs or large-scale projects for the function and supporting technical/operational procedures and processes, and implements strategic plans, drives goals and objectives, and improves performance. Provides input into functions strategy.
Key Responsibilities:
Marketing/Communications
- Lead, manage, and develop a team of marketing/communications team members
- Oversee the creation of marketing materials and social media content
- Ensure all marketing materials are approved, impactful, and compliant
Program Design & Delivery
- Lead the strategy, design, implementation, and evaluation of sales training programs, including IFG University.
- Develop and manage customer experience/agent training models that align with organizational goals.
- Drive the execution of culture campaigns and employee engagement initiatives through training and development efforts.
- Oversee the delivery and management of training programs for call center employees, sales agents, and partner/dealer teams.
Operational Excellence
- Lead and mentor a team of training operations professionals, fostering collaboration and high performance.
- Develop and optimize business processes for training intake, capacity planning, and continuous improvement.
- Utilize learning technologies to streamline program delivery and enhance learner experience.
- Manage program evaluation processes, providing data-driven insights to measure impact and identify opportunities for improvement.
Budget & Resource Management
- Oversee a training and marketing budgets, ensuring effective allocation of resources to maximize ROI.
- Monitor and report on financial performance, ensuring adherence to budgetary goals and identifying cost-saving opportunities.
Change Management
- Champion change management initiatives within the training function to support organizational transformation.
- Collaborate with stakeholders to align training strategies with evolving business needs and …
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Remote US
Benefits/Perks401k retirement 401k Retirement Savings Bonus Incentive Bonus incentive plan Caring community Competitive benefits Continuous improvement Dental Disability Health first Holidays Life Life Insurance Medical Opportunities for improvement Paid parental and caregiver leave Paid Time Off Parental and Caregiver Leave Personal holidays Smart healthcare decisions Support whole-person well-being Time off Training program Vision Vision Benefits Volunteer time Volunteer time off
Tasks- Capacity Planning
- Champion change management
- Change Management
- Collaborate with stakeholders
- Collaboration
- Communication
- Compliance
- Data Analytics
- Develop training programs
- Identify opportunities
- Manage budgets
- Manage marketing initiatives
- Optimize business processes
- Planning
- Process Improvement
- Provide actionable insights
- Reporting
- Resource management
- Training
- Vendor management
Agent recruitment Analytical Analytics Brokerage Budget management Business Business Process Business Processes Business Process Improvement Business Transformation Call Center Capacity planning Change Management Collaboration Communication Communications Compensation Compliance Continuous Improvement Customer Experience Data Data & Analytics Dental Design Education Employee Engagement Engagement Strategies Evaluation Financial Performance Functions Health care Healthcare Healthcare services Implementation Instructional Design Insurance Insurance marketing IT Leadership Learning Technologies Life Insurance Management Marketing Marketing initiatives Medicaid Medicare Medicare Advantage Metrics Operational Excellence Operations Organization Organizational Organizational development People Management Planning Policy Process Improvement Productivity Program delivery Program Design Program Evaluation Program Management Recruitment Reporting Reporting frameworks Resource Management Retention strategies Sales Sales Training Social media Stakeholder management Strategy Support Teams Technical Training Training program design Vendor Management Vision Wellness
Experience8 years
EducationAnalytics Associate Bachelor Bachelor's degree Business Communication Communications Education Healthcare Higher IT Management Marketing Operations Related Field
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9