Account Executive, Insurance Partnerships
Skills
- Relationship and account management
- Data analysis and reporting (PowerBI)
- Advanced Excel / Sheets competency
- CRM and project management tools proficiency
- Strong written and verbal communication
- Organizational and multitasking ability
- Experience engaging brokers or insurance agents (preferred)
- Comfort working in fast-paced environments
Responsibilities
- Manage a book of mid-sized and large insurance partners and lead partner meetings to establish goals and KPIs
- Translate partner objectives into actionable campaign strategies and execution plans
- Proactively identify risks and opportunities and engage agents via outbound outreach and performance reviews
- Create and deliver training sessions, webinars, and promotional initiatives to increase partner adoption and performance
- Champion partner feedback internally to shape strategy and product improvements
- Troubleshoot cross-functional roadblocks and coordinate resolution across teams
- Use data and PowerBI insights to recommend process and operational improvements
- Produce clear partner-facing communications including recaps, follow-ups, and updates
Education
- Bachelor's degree preferred or equivalent professional experience
- Relevant certifications or coursework in sales/analytics are a plus
Benefits
- Comprehensive medical, dental, and vision coverage
- Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA)
- Competitive 401(k) matching
- Generous PTO policy (20 days with rollover and anniversary increase up to 30 days)
- Paid company holidays and one floating holiday
- Fetch Pet Insurance discount (up to 50%, up to $1,000/year)
- Educational assistance and tuition support
- Commuter benefits and NYC office amenities (for in-office days)
- Employee assistance program (EAP) and volunteer time
Average salary estimate
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