Strategic Partnerships Manager

Job Responsibilities and Requirements

General Partner Support

• Serve as partner point of contact for escalated case-level questions and concerns: Communicate with Partner to provide exceptional service and coordinate with Sales and Account. Management to determine best path forward to resolve issues.

• Support and own the current process of approving a new General Agent, serving as Subject matter Expert.

• Manage contract agreement storage and approved strategic partnerships documentation (Highspot & Onenote).

• Support Growth and Development of our Strategic Partnership through sales awareness, marketing campaigns and implementation of improved processes.
   

Reporting

• Create and enhance our reporting metrics including production, submitted and quote data.

• Serve as key stakeholder representing our team to manage the data migration from old systems to new ones ensuring our teams reporting and data needs are meet (OAC/Datamart/ETC) in future state.

• As needed provide ad hoc requests for our partners including new business, production, quotes and persistency.

• Responsible for timely distribution of external National Broker reporting monthly, including but not limited to enhanced production, submitted and quote activity.

• Create various stewardships decks and analysis of key partners

• Pull data and provide updates internally for Senior Leadership on Strategic Partners (presentations).

• Provide and create updates for Tokio Marine as needed on distribution results.

• Create presentations/content for various internal sales meetings/conferences during the year.

• Help draft General Agency stewardship presentation material and support national broker stewardship meetings from a data perspective.
   

National Broker Bonus Administration & Compensation

• Support and own the GA block take over admin process serving as the SME.

• Pull data and perform analysis on the effectiveness of the GA Block Take over strategy.

• Pull data and track results for the annual non standard broker bonus program for a several partners working closely with the commissions team.
   

Other duties

• Help create and manage our rating platform proposal process creating better efficiencies with ThreeFlow.

• Support on alternative distribution channel implementation projects, as needed.

• Support Strategic Partnership team on ad hoc data requests, training needs and various projects.

• Coordinate the RFI process internally for new national brokers, COE’s and key partnerships working closely with all departments to ensure our response is complete, accurate, engaging and on time.

Required Knowledge, Skills, Abilities and/or Related Experience

• Bachelor’s degree required.

• Minimum 5 years of experience in a fast-paced, high volume and deadline-oriented environment preferably at an insurance carrier or broker.

• Experience working on a strategic partnership team and/or business development. 

• Understands the lifecycle of a case administratively.

• Understands various commission, overrides, and bonus programs is a plus.

• Highly competent user of core MS Office applications (Word, Excel. PowerPoint) and Salesforce

  • Comfortable managing large amounts of data and creating insightful analysis.

• A deadline/results orientation and extraordinary attention to detail

• Ability to understand and articulate the Reliance Matrix value proposition.

• Excellent verbal and written communication skills.

• Independent thinking and willingness to voice new perspectives and ideas.

• Dynamic ability to communicate with all levels within the organization.

Ability to Travel: Up to 10%

Work location may be flexible if approved by the Company.

What We Offer

At Reliance Matrix, we believe that creating a more diverse, equitable and inclusive culture allows us to realize more of our potential. And we can’t do this without our most important asset—you.

That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing.

Our Benefits:

• An annual performance bonus for all team members
• Generous 401(k) company match that is immediately vested
• A choice of three medical plans (that include prescription drug coverage) to suit your unique needs. For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
• Multiple options for dental and vision coverage
• Company provided Life & Disability Insurance to ensure financial protection when you need it most
• Family friendly benefits including Paid Parental Leave & Adoption Assistance 
• Hybrid work arrangements for eligible roles
• Tuition Reimbursement and Continuing Professional Education
• Paid Time Off, volunteer days, community partnerships, and Employee Assistance Program
• Ability to connect with colleagues around the country through our Employee Resource Group program and our Diversity Equity & Inclusion Council

Our Values:

• Integrity
• Empowerment
• Compassion
• Collaboration
• Fun

EEO Statement

Reliance Matrix is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation. We assure you that your opportunity for employment depends solely on your qualifications.

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