Partner Management Specialist

Role Overview

• This position serves as an internal liaison supporting the Preplanning Solutions Partner Management teams (Canada and the US) and our Partner/Clients to grow the Preplanning Solutions business.
• This role is responsible for successful internal cross functional collaboration and coordination with external Partner/Clients to deliver a consistent and exceptional Partner/Client experience and successful execution of strategic initiatives and sales/service results.
• The role provides high quality and proactive support to the Partner Management team by identifying opportunities through evaluation of the Partner/Client’s current situation and anticipating the needs for future enhancements.
• Coordinates and completes tasks associated with initiatives planning and execution.
• Builds and maintains a positive relationship with key Partner/Client contacts by building credibility and trust through open, honest, and timely communication.
• Facilitates relationship building between the Partner Management Team, new and existing Partners/Clients, and internal resources.
• Evaluates performance and provides internal Management and Partner/Client with information to ensure desired results are achieved.
• Assist the Partner Management Teams (as needed) with preparation of reports and information to proactively manage existing Partner/Client relationships and performance.
• Identify new partner opportunities and support Partner Management Team in developing new relationships.
• Establish a strong working relationship with internal and external business partners.
• Liaise with shared service teams (ie Marketing, Digital, IT, Operations, etc) as necessary to align to enterprise approaches, leverage common tools, and share best practices
• Troubleshoot problems or issues through to completion on behalf of Partner/Clients with guidance from cross functional business partners and monitor satisfaction through proactive follow-up.
• Work closely with Partner Management Team to ensure successful execution and manage experience related to sales and strategic action plans with Partners.
• Proactively identify opportunities for further product penetration and improved processes for our Partner/Clients.
• Foster teamwork and culture that accepts and responds rapidly to change and is action and results oriented.
• Use best practices and knowledge of internal or external business issues to improve products or services.
• Solve complex problems; take a new perspective using existing solutions and approach changes with flexibility.
• Participate in projects and initiatives in various roles including SME, testing and general team member.
• Partner with Learning and Development to co-create content and tools that will drive sales results and better Agent/Client Experience.
• Help design, track and analyze incentive and recognition programs (Premier Club, Arbor Elite, etc) and Partner training programs (Premier Summit, Arbor Elevate, etc)
• Identify areas of opportunity and removing obstacles to make it easier to do business with us.
• Work with operations to create process improvements.
• The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Requirements

• Bachelor's degree in Marketing, Business Administration, Insurance or equivalent work experience
• Minimum of five years successful partner support experience, preferably within the insurance industry
• Demonstrated knowledge of TruStage Insurance products and services, with in-depth understanding of the customers, business, industry, and market preferred
• Ability to manage multiple priorities, plan projects and maintain deadlines with strong organizational skills
• Ability to comprehend and follow complex processes, with aptitude for continuous improvement
• Demonstrated effective communication, interpersonal, relationship building, problem-solving skills, and customer service skills
• Demonstrated strong persuasive, influencing skills with top levels of management
• Demonstrated ability to continually modify working style to meet customer demands such as prioritizing, multi-tasking
• Demonstrated ability to integrate computer technology into sales processes
• Demonstrated strong collaboration and teamwork abilities
• Ability and willingness to travel 20% of the time
• PC Literate i.e. MS OFFICE, Word, Excel and PowerPoint
• Understands (or learns) Preplanning Solutions sales channels, key strategies, primary projects, business plans and business arrangements with Partner/Clients
• Ability to assess Partner/Client needs
• Aptitude to use basic skills to develop and apply advanced problem-solving skills
• Ability to analyze and communicate data effectively
• Effective communication skills, both written and verbal
• Attention to detail and strong follow-up and organizations skills

Benefits

• medical
• dental
• vision
• employee assistance program
• life insurance
• disability plans
• parental leave
• paid time off
• 401k
• tuition reimbursement