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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in partner relationship management, operational efficiency, and customer service within the insurance and SaaS industries. Proficient in managing escalations, onboarding, and cross-functional collaboration to enhance partner satisfaction and retention.
Highest-signal resume keywords
Partner Relationship ManagementOperational Workflow ManagementSalesforce CRM ProficiencyCustomer Service ExcellenceInsurance Industry Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Success ManagementAccount ManagementOperational Problem-SolvingBusiness Planning InitiativesEscalation Management
Soft Skills
Strong Communication SkillsOrganizational SkillsCollaboration SkillsProactive Relationship ManagementAbility to De-Escalate Issues
Tools & Technologies
SalesforceHubSpotTicketing SystemsSales Engagement Tools
Industry Keywords
Insurance DistributionProperty & Casualty InsuranceAgency OperationsPartner-Driven OrganizationsSaaS
About the role
Key responsibilities & impact- Serve as the primary operational contact for assigned partners
- Support Partner Account Executives by managing service requests, escalations, and operational follow-through
- Coordinate onboarding, training, and enablement activities for partner organizations
- Manage and resolve partner issues by collaborating with internal teams
- Maintain relationships with designated maintained and lower-touch accounts
- Monitor partner satisfaction, engagement, and retention metrics
- Conduct regular check-ins and business reviews with assigned accounts
- Identify opportunities to improve partner experience and operational efficiency
- Track and manage partner requests and escalations in Salesforce and ticketing systems with Revenue Operations
- Collaborate with Insurance, Revenue Operations, and Technology teams to resolve partner concerns
- Support renewal, retention, and engagement initiatives
- Assist with partner communications, education, and process improvements
- Foster accountability, collaboration, innovation, and proactive relationship management
Requirements
What you’ll need- Bachelor’s Degree in Business, Communications, Insurance, or related field preferred
- 3+ years of experience in client success, account management, agency support, or partner operations
- Experience within insurance distribution, SaaS, or partner-driven organizations preferred
- Familiarity with CRM systems such as Salesforce or HubSpot and sales engagement tools
- Strong customer service and relationship management background
- Experience managing operational workflows and escalations
- Experience creating business planning initiatives
- Strong relationship management and communication skills
- Ability to manage multiple priorities and partner relationships effectively
- Strong operational and problem-solving capabilities
- Ability to collaborate cross-functionally in a fast-paced environment
- Strong organizational and follow-through skills
- Knowledge of Property & Casualty insurance and agency operations preferred
- Ability to de-escalate and resolve complex partner issues professionally
- Applicants must be authorized to work in the United States without current or future visa sponsorship
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)
- 401K plan with up to 4% match and immediate vesting
- Flexible PTO policy offering up to 4 weeks in the first 12 months
- PTO usage typically does not exceed 5 weeks per calendar year thereafter
- 12 company-paid holidays each year
- Continuing education annual stipend
- Variable compensation