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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in partner engagement and development, with a strong focus on outreach, activation, and relationship management. Proficient in utilizing CRM systems like Salesforce to track activities and drive partner growth initiatives.
Highest-signal resume keywords
Partner DevelopmentSalesforce ProficiencyOutreach Campaign ManagementStrong Communication SkillsRelationship Building
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales DevelopmentPartner EngagementBusiness PlanningTraining SkillsProblem Solving
Soft Skills
Organizational SkillsTime ManagementCollaborationInfluencing SkillsPresentation Skills
Tools & Technologies
SalesforceHubSpot
Industry Keywords
Insurance DistributionProperty & Casualty InsuranceAccount ManagementCustomer Engagement
About the role
Key responsibilities & impact- Activate, engage, and grow low- or non-producing distribution partners
- Drive activation and engagement efforts across partner accounts
- Conduct outreach campaigns to increase partner activity and product adoption
- Support onboarding and training initiatives for newly launched and developing partners
- Identify opportunities to improve submission activity and partner engagement
- Conduct educational sessions, webinars, and enablement meetings with partners
- Develop action plans for dormant or underperforming accounts
- Monitor partner engagement and production trends
- Collaborate with Partner Success Managers and Partner Account Executives on partner development strategies
- Support marketing and growth campaigns focused on partner activation
- Maintain accurate activity tracking and reporting within Salesforce
- Identify partners ready for transition into strategic growth account coverage
- Build relationships with producers, agency staff, and partner stakeholders
- Foster accountability, collaboration, innovation, and proactive relationship management
Requirements
What you’ll need- Bachelor’s Degree in Business, Marketing, Insurance, or related field preferred
- 2+ years of experience in sales development, partner development, insurance distribution, or account management
- Experience working with agents, brokers, or distribution partners
- Experience in outreach, activation, or customer engagement
- Familiarity with CRM systems such as Salesforce or HubSpot engagement tools
- Experience in creating business planning initiatives
- Strong communication and relationship-building skills
- Ability to drive engagement and influence partner behavior
- Strong organizational and time management capabilities
- Ability to manage multiple outreach and activation initiatives simultaneously
- Strong presentation and training skills
- Ability to identify opportunities for partner growth and development
- Knowledge of Property & Casualty insurance distribution preferred
- Ability to operate effectively in a fast-paced, high-growth environment
- Problem solving mindset
- Must be authorized to work in the United States without current or future visa sponsorship
- Must be 21 years of age or older to participate in the 401K plan
Benefits
Comp & perks- 100% remote
- Health insurance through Aetna (100% of premiums paid)
- Dental and vision insurance through Guardian (100% of premiums paid)
- Basic life insurance (100% of premiums paid)
- Flexible spending account (FSA) or health savings account (HSA) access
- 401K plan with up to 4% match and immediate vesting
- Flexible PTO policy offering up to 4 weeks in the first 12 months; typically up to 5 weeks per calendar year thereafter
- 12 company-paid holidays each year
- Continuing education annual stipend
- Variable compensation