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Beazley · 1 day ago

Partner Engagement Manager

San Francisco, CA

Full-time

Hybrid

Mid, Senior Level

$190K/yr - $215K/yr

Beazley is a specialist insurance company looking for a dynamic Partner Engagement Manager. The role involves supporting Focus Groups with growth aspirations through regional business plan development and execution, while driving targeted growth initiatives and fostering strong relationships with brokers and underwriting teams.

FinanceFinancial ServicesInsuranceInsurTech

Comp. & Benefits

Responsibilities

Create, organize and execute the regional business plan while working in collaboration with Partner Engagement Leadership, Head of Offices, and assigned underwriters within the region

Gain deep understanding of each underwriting team’s risk appetite and broker distribution strategy for assigned region to drive regional plans, goals and initiatives

Effectively communicate Beazley Group’s strategy, corporate messaging and marketing initiatives to our partners

Collaborate with Business Development to execute against the growth strategies and sales hygiene on a local level

Assist in developing targeted plans that include broker education, broker entertainment, and tools to support underwriters' success

Partner with underwriters to better understand broker relationship, including candid feedback on service levels to create an ultimate service experience

Identify new business opportunities (a program, a book for sale, MGU, a panel opportunity, speaking opportunities etc.) and partner with underwriters to explore growth possibilities

Track local, broker or focus group productivity data to ensure our partners are working towards our growth goals

Provide insights on local market conditions, competitor landscape, change in broker strategies and client trends

Contribute to local, regional or national events supporting our collective growth goals

Support in driving client engagement and marketing initiatives on a local level in collaboration with respective teams

Qualification

Relationship managementBusiness developmentInsurance industry knowledgeCRM softwareAdvanced ExcelAnalytical skillsCustomer serviceEffective communicationTime managementTeamwork

Required

Bachelor's degree or equivalent related experience

Proven relationship management skills evidencing experience in a customer-centric environment

Ability to work and self-motivate while being a key contributor and mentor

Strong business development and sales skills, with the ability to appropriately influence both internal and external stakeholders to obtain positive outcomes for the overall company

Good understanding of the levers of effective distribution activities and poses ability to implement regional initiatives and plans to drive momentum while supporting overarching growth initiatives

Knowledge of CRM, MS Office and advanced Excel

Strong analytical skills with attention to detail

Ability to analyse large data sets and draw insight via appropriate software applications

Ability to interpret trends and customize strategy accordingly

Effective communicator, both verbal and written

Ability to manage time, meet deadlines and prioritize workflow

Proven general commercial and financial knowledge

Proven experience with Client service

Willing to travel extensively

Preferred

Deep understanding of insurance industry, broker or carrier experience preferred

Business development experience, with a proven track record of developing profitable property/casualty portfolios

Benefits

Competitively priced medical, dental and vision insurance

Company paid life, and short- and long-term disability insurance

401(k) plan with 5% company match and immediate vesting

22 days PTO (prorated for 1st calendar year of employment), 11 paid holidays per year, with the ability to flex the religious bank holidays to suit your religious beliefs

Up to $700 reimbursement for home office setup

Free in-office lunch, travel reimbursement for travel to office, and monthly lifestyle allowance

Up to 26 weeks of fully paid parental leave

Up to 2.5 days paid annually for volunteering at a charity of your choice

Flexible working policy, trusting our employees to do what works best for them and their teams