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Insurance Broker Manager Jobs in Oak Ridge, TN (NOW HIRING)

USI Holdings Corporation

Investment Consultant

Knoxville, TN · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... insurance brokerage and consulting firm is the USI ONE Advantage ® , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line ...

SVN Wood Properties

Commercial Property Manager

Knoxville, TN · On-site

$60K - $75K/yr

  • Medical

  • Retirement

  • PTO

Health insurance * Competitive salary * Paid time off * Opportunity for advancement Commercial ... brokerage and property management firm. Based in downtown Knoxville and affiliated with the global ...

Triad Financial Services, Inc.

Loan Processor

Knoxville, TN · On-site

$18 - $23.75/hr

The Loan File Manager works closely with borrowers, dealers, brokers, internal teams, title ... Review, and manage title work, appraisals, surveys, payoff statements, insurance documents ...

Triad Financial Services Inc

Loan Processor

Knoxville, TN · Remote

$19.25 - $25.50/hr

The Loan File Manager works closely with borrowers, dealers, brokers, internal teams, title ... Review, and manage title work, appraisals, surveys, payoff statements, insurance documents ...

Triad Financial

Loan Processor

Knoxville, TN · On-site

$18 - $23.75/hr

The Loan File Manager works closely with borrowers, dealers, brokers, internal teams, title ... Review, and manage title work, appraisals, surveys, payoff statements, insurance documents ...

First Horizon Bank

Trust Relationship Manager

Knoxville, TN · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

... life insurance, financial planning, or other financial service relationships. * Conducts annual ... brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been ...

Type One Energy

Facilities Manager

Knoxville, TN · On-site

  • Retirement

Serve as the primary point of contact for landlords, brokers, and property management teams at each ... Insurance plans * Retirement options * And many more great voluntary benefits Type One Energy ...

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Insurance Broker Manager information

See Oak Ridge, TN salary details

$37.3K

$83.4K

$113.8K

How much do insurance broker manager jobs pay per year?

As of Aug 16, 2026, the average yearly pay for insurance broker manager in Oak Ridge, TN is $83,389.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,700.00 and $95,600.00 per year, depending on experience, location, and employer.

What is an insurance broker manager?

Insurance Broker Managers are professionals who oversee teams of insurance brokers, ensuring that sales targets are met, compliance is maintained, and clients receive appropriate insurance solutions. They are responsible for recruiting, training, and mentoring brokers while developing business strategies to grow the agency’s client base. Additionally, they serve as a liaison between brokers and insurance companies, handle escalated client issues, and monitor market trends to adapt offerings. Their role is crucial in ensuring both the success of their brokerage firm and the satisfaction of their clients.

What are the key skills and qualifications needed to thrive as an insurance broker manager?

To thrive as an Insurance Broker Manager, you need strong knowledge of insurance products, risk assessment, sales strategies, and typically a relevant degree or industry qualifications such as a Chartered Insurance Broker designation. Familiarity with insurance management software, CRM systems, and regulatory compliance tools is essential. Outstanding leadership, negotiation, and relationship-building skills help you motivate teams and maintain client satisfaction. These abilities are crucial for driving sales growth, ensuring regulatory compliance, and sustaining a high-performing brokerage operation.

What are some common challenges faced by insurance broker managers, and how can they be addressed?

Insurance Broker Managers often encounter challenges such as balancing sales targets with compliance requirements, managing diverse teams, and adapting to changing industry regulations. Addressing these challenges involves fostering clear communication, providing ongoing training for staff, and staying updated on regulatory changes. Building strong relationships with both clients and insurers is also essential for maintaining trust and achieving business goals in a competitive market.

What is the difference between Insurance Broker Manager vs Insurance Agent?

AspectInsurance Broker ManagerInsurance Agent
CertificationsLicenses required, such as state insurance licenseSame licenses required
Work EnvironmentOversees multiple agents, manages teams, and develops business strategiesWorks directly with clients, sells insurance policies
Employer & Industry UsageInsurance companies, brokerages, agenciesInsurance agencies, direct sales
Primary FocusManaging teams, business growth, complianceCustomer service, policy sales, client consultation

While both roles require insurance licensing, the Insurance Broker Manager focuses on overseeing agents and managing business operations, whereas the Insurance Agent primarily interacts directly with clients to sell policies. The manager role involves leadership and strategic planning, while the agent role emphasizes sales and customer service.

Insurance Broker Manager jobs near you

Investment Consultant

USI Holdings Corporation

Knoxville, TN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago

Job description

Description and Requirements
About the Role:
The IAS Investment Consultant plays a key role in supporting client investment reporting and recommendations by compiling and analyzing statistical financial, economic, and plan-specific data. In this position, you will evaluate capital market trends, assess investment performance against benchmarks, and ensure client portfolios align with investment policy objectives. You'll also participate in fund manager due diligence, collaborate with sales and marketing teams, and help drive successful client outcomes.
What You'll Do:
  • Develop, analyze, communicate, teach, present, and prepare investment strategies to support pension and retirement plan sales efforts and help close new business.
  • Analyze and monitor investment performance for non-proprietary funds using technology, due diligence, and industry publications.
  • Provide timely, accurate investment analysis and reporting to clients and internal partners, including comprehensive written investment reviews to support client retention.
  • Review investment options and participant utilization; recommend enhancements, additions, or removals as needed.
  • Maintain the due diligence database for funds not currently offered and recommend new investment options to senior management.
  • Monitor portfolios for style drift, capitalization trends, and performance concerns; draft communications and train investment analysts as needed.
  • Assess economic conditions and financial markets, communicating relevant insights and impacts on client investments.
  • Provide proactive asset allocation guidance to Defined Benefit clients, including participation in asset/liability studies and quarterly portfolio rebalancing.
  • Support client relationship management by meeting with clients and identifying opportunities to cross-sell additional services.
  • Enact investment policy statements for assigned clients, including executing trades and investing new deposits.
  • Comply with company policies, procedures, and regulatory requirements.

What We're Looking For:
  • 6+ years of investment performance measurement experience, with significant exposure to mutual and institutional funds.
  • Bachelor's degree or higher in Mathematics, Business, Finance, or Accounting.
  • Series 65 license required.
  • Proficiency in Excel, Morningstar, and investment-related databases; familiarity with additional industry tools and programs for monitoring funds.
  • Comprehensive knowledge of retirement plans, pension programs, and funding structures.
  • Strong financial and business acumen with a client-focused mindset.
  • Excellent organizational skills and ability to manage multiple priorities.
  • Clear, effective verbal and written communication skills; comfortable presenting to small groups.
  • Ability to work independently or collaboratively based on assignment needs.

#LI-EN1
Why USI?
USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for 50 years. USICG's integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services ("USI"). To learn more, visit usicg.com or follow us on LinkedIn.
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise-the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working together as ONE to build a better future.
Committed to a Diverse and Inclusive Workplace
Our award-winning I'm With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
  • Recognized as one of Insurance Business America's Top Insurance Employers eight consecutive years (2018-2025).
  • Named to Business Insurance's annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
  • Named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
  • Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including potential for compensation incentives, medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

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