Credible

Account Manager

• Ideate, pitch, structure, negotiate, and win marketing partnerships that promote Credible’s marketplaces for consumer loans and insurance.
• Effectively and confidently deliver a structured pitch of Credible and its benefits to prospective marketing partners.
• Craft partner-ready pitch decks & presentations with appropriate financial modeling and data to support opportunity sizing.
• Collaboratively work with Leadership, Product, Engineering, Marketing, and Legal & Compliance to establish, launch, and grow marketing partnerships.
• Develop partner relationships, have a diplomatic approach to negotiation, and quantitatively evaluate results.
• Establish internal buy-in on partnership opportunities through thoughtful and actionable recommendations.
• Demonstrate a strong understanding of the competitive landscape in financial services, financial technology, and financial online marketplaces.
• Diligent and consistent management of your pipeline for internal reporting and alignment.

Director, Partnerships – Business Development

Insurance

• Develop and maintain a strong understanding of various insurance products, including life, health, property, and casualty insurance.
• Generate leads through cold calling, networking, referrals, and other marketing strategies.
• Meet with clients to assess their insurance needs and recommend appropriate coverage options.
• Prepare and present insurance quotes, proposals, and policy documents to clients.
• Develop and maintain positive relationships with clients, ensuring their satisfaction and retention.
• Collaborate with underwriters, claims adjusters, and other insurance professionals to provide seamless service to clients.
• Stay current on industry trends, regulations, and product updates to provide informed guidance to clients.
• Continuously work towards meeting or exceeding established sales goals and performance metrics.

Insurance Agent

• Handling customer requests through email and phone
• Monitoring various processes for client information verification
• Collaborating with sales agents to resolve complicated issues
• Developing various insurance processes and monitoring carrier communications
• Maintaining processes, providing technical assistance and communication
• Modifying, updating, and processing policy cancellations
• Corresponding regarding account status or alterations
• Evaluating applications and documents for necessary changes
• Reviewing and verifying data such as policies and principal sums
• Organizing office records and managing files for policyholders

Director, Partnerships – Business Development

Insurance Agent

Insurance Servicing Specialist I