Manage a portfolio of key insurance partners and lead meetings to uncover business development goals and key performance indicators, translating them into actionable campaign strategies
Proactively identify risks and opportunities within your book of business, engaging agents via outbound calls, performance reviews, and data-driven insights and recommendations
Champion agent feedback to help shape internal strategy and drive insights
Develop training sessions, webinars, and promotional efforts that increase adoption and performance.
Proactively identify roadblocks and troubleshoot issues across departments or partners.
Use data insights to recommend and implement process improvements
Deliver high-quality written communications, including recap emails, meeting follow-ups, and partner-facing updates.
Continuously assess workflows to identify and drive operational efficiencies and scalable practices.
Requirements
3+ years of experience in sales, account management, operations, or a related field is preferred.
Strong organizational skills with the ability to manage multiple priorities effectively
Excellent communication skills, both written and verbal, with the ability to clearly articulate value propositions and overcome objections.
Analytical mindset with the ability to interpret data and drive action using PowerBI and G-suite
Proficiency in tools like Excel/Sheets, CRM systems, and project management platforms.
Familiar with brokers or agents ecosystem preferred.
Thrives in fast-paced environments.
Benefits
Comprehensive Medical, dental, and vision plan for you and your family
Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) are available
Highly competitive 401(k) matching
Generous 20-day PTO Policy, with rollover options. Earn an additional day of PTO each year on your anniversary with Fetch, for a maximum of 30 days
Paid company (9) holidays, including (1) floating holiday
Fetch Pet Insurance discount
up to 50% off, up to $1,000 savings/year
Educational Assistance Program
Fetch Discount Perks Program
Volunteering
earn up to 8 hours per calendar year at nonprofit organizations