Company Partners Manager

FLSA Status: Exempt
Department: Sales
Reports to: Chief Risk Officer

 

Position Mission: Lead OIA company partnership program. Engage company partners in collaborative efforts to provide services and offerings to make independent agents more successful in the modern insurance marketplace. Develop relationships with company leaders to support partnership and strengthen relations between agents and carriers. Optimize company partnerships to provide our members with the best possible resources, benefits and solutions to fulfill their needs and/or request. Report ROI quarterly to Company Partners.

 Education and Experience: Four-year college degree. Background in Property & Casualty insurance (minimum of two years preferred).

Required Certificates, Licenses and Registrations: Property & Casualty license preferred. If candidate does not have an Ohio P&C license, one must be attained in the first 90 days of employment. Insurance designations preferred. If candidate does not have any, a commitment to lifelong learning is expected.

Mission-Critical Essential Duties and Responsibilities:

  • Lead OIA company partner program
  • Develop business plan and define purpose for OIA company partner program
    • Incorporate company partner program into OIA’s strategic initiatives
  • Establish relationship as a trusted resource for independent agents and company partners
    • Develop relationships with leaders of company partners
    • Work with OIA board, CEO and senior staff on engagement opportunities with company partners
  • Provide unique insight on trends and future of insurance marketplace and impact on independent agents and company partners. Lead quarterly webinars on trends in the Ohio insurance marketplace
  • Raise financial resources to support OIA programs
    • Develop and execute plan to raise financial resources
    • Manage the recruitment, renewal and prospecting of current and potential company partners
    • Meet annual fundraising goals
  • Leverage internal database to track activity, run reports and assess engagement. Develop a scorecard for engagement with company partners (direct carrier appointments for OIA member agencies, facilitate leadership meetings with company partners, adding company partners to OIA faculty)
  • Establish an OIA Carrier Relations Committee to develop principles for a successful partnership between agents and carriers and provide strategic oversight of the annual carrier survey
  • Self-educate and increase overall knowledge of the industry
  • Perform any other related duties as required or assigned

Essential Characteristics:

  • Organized, detail-oriented
  • Pro-active, ambitious
  • Sales skills, development abilities
  • Inquisitive – has a desire to establish oneself as a leader in insurance marketplace and independent agent and company partner relations
  • Happy, personable, exudes positive energy
  • Enjoys working closely with a team

Other Skills and Qualifications:

  • Must have working knowledge of Microsoft Office programs
  • Public speaking and facilitation skills
  • Experience with Salesforce is preferred
  • Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals
  • Ability to support marketplace research efforts
  • Ability to gather research, prepare surveys and analyze data with leading software programs – Surveymonkey, Simple Survey and Tableau
  • Ability to write routine reports and correspondence
  • Ability to interpret a wide variety of instructions furnished in written, oral or diagram formats

Core Values and Conduct:  Every member of OIA expects our staff to embrace and act in good faith to demonstrate: Integrity, Collaboration, Innovation and Commitment.  We expect of ourselves and our coworkers to contribute to our top Critical Cultural Outcomes by acknowledging them, and working toward them, every day:

  • Commitment to Overall Goals of the Organization
  • Shared Purpose
  • High Trust Environment
  • Accountability
  • Honest-Direct-Respectful Communication
  • Consistency of Management

Physical Activities and Environment: The following physical activities described are representation of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

While performing the functions of this job, the employee is continuously required to talk or hear; frequently required to sit; and occasionally required to stand, walk, use hands to finger, handle or feel, reach with hands or arms. The employee must occasionally lift and/or move up to 25 pounds. The noise level in the work environment is usually moderate.

Company Partners Manager Application

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