Customer Success Specialist
AcreTrader
Business Development Associate
Cover Whale
full-time
Posted on:
Origin: • 🇺🇸 United States • Illinois
Visit company websiteSalary
💰 $80,000 - $105,000 per year
Job Level
JuniorMid-Level
About the role
- Support strategies aimed at increasing premium production in their region
- Manage smaller, established partners and newly onboarded partners, ensuring successful integration and growth
- Develop strategies for partner cohorts and provide key insights on portfolio makeup during quarterly reviews
- Collaborate with underwriting, marketing, and development teams to develop, manage, and drive distribution and partner premium generation
- Oversee a portfolio of emerging and lower-volume partners with accountability for fostering relationships and identifying growth potential
- Provide pipeline support by researching target markets, potential partners, and competitive intelligence
- Represent Cover Whale in meetings with distribution partners
- Identify and execute opportunities to further engage with current partners
- Establish, track, and report on KPIs while routinely meeting or exceeding goals
- Assist in improving business development, partner management, and onboarding processes
- Drive better brand image with continuous outreach
- Support event and field presence efforts within the assigned region and assist with logistics
- Monitor partner performance trends and flag opportunities or risks
- Maintain CRM accuracy by updating partner interactions, notes, and performance data promptly
- Other duties as assigned.
Requirements
- Bachelor’s degree in Business Administration, or similar
- 3+ years in fast-paced project management or consulting roles, preferably in the insurance industry
- Experience in onboarding and guiding new customers to realize and repeat value
- Strong phone and video skills, maintaining professionalism under pressure
- Ability to manage a portfolio with strong prioritization and multitasking
- Exceptional interpersonal skills, able to discuss technical and business topics seamlessly
- Proven in communicating, presenting, and influencing at all organizational levels, including executives
