Partner Management Specialist (Hybrid)

TruStage•Rapid City, SD

22h•Hybrid

About The Position

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position serves as an internal liaison supporting the Preplanning Solutions Partner Management teams (Canada and the US) and our Partner/Clients to grow the Preplanning Solutions business. This role is responsible for successful internal cross functional collaboration and coordination with external Partner/Clients to deliver a consistent and exceptional Partner/Client experience and successful execution of strategic initiatives and sales/service results. The role provides high quality and proactive support to the Partner Management team by identifying opportunities through evaluation of the Partner/Client’s current situation and anticipating the needs for future enhancements. Coordinates and completes tasks associated with initiatives planning and execution. Builds and maintains a positive relationship with key Partner/Client contacts by building credibility and trust through open, honest, and timely communication. Facilitates relationship building between the Partner Management Team, new and existing Partners/Clients, and internal resources. Evaluates performance and provides internal Management and Partner/Client with information to ensure desired results are achieved.

Requirements

Bachelor's degree in Marketing, Business Administration, Insurance or equivalent work experience.
Minimum of five years successful partner support experience, preferably within the insurance industry.
Demonstrated knowledge of TruStage Insurance products and services, with in-depth understanding of the customers, business, industry, and market preferred.
Ability to manage multiple priorities, plan projects and maintain deadlines with strong organizational skills.
Ability to comprehend and follow complex processes, with aptitude for continuous improvement.
Demonstrated effective communication, interpersonal, relationship building, problem-solving skills, and customer service skills.
Demonstrated strong persuasive, influencing skills with top levels of management.
Demonstrated ability to continually modify working style to meet customer demands such as prioritizing, multi-tasking.
Demonstrated ability to integrate computer technology into sales processes.
Demonstrated strong collaboration and teamwork abilities.
Ability and willingness to travel 20% of the time.
PC Literate i.e. MS OFFICE, Word, Excel and PowerPoint
Understands (or learns) Preplanning Solutions sales channels, key strategies, primary projects, business plans and business arrangements with Partner/Clients
Ability to assess Partner/Client needs
Aptitude to use basic skills to develop and apply advanced problem-solving skills
Ability to analyze and communicate data effectively
Effective communication skills, both written and verbal
Attention to detail and strong follow-up and organizations skills

Responsibilities

Assist the Partner Management Teams (as needed) with preparation of reports and information to proactively manage existing Partner/Client relationships and performance.
Identify new partner opportunities and support Partner Management Team in developing new relationships.
Establish a strong working relationship with internal and external business partners.
Liaise with shared service teams (ie Marketing, Digital, IT, Operations, etc) as necessary to align to enterprise approaches, leverage common tools, and share best practices
Troubleshoot problems or issues through to completion on behalf of Partner/Clients with guidance from cross functional business partners and monitor satisfaction through proactive follow-up.
Work closely with Partner Management Team to ensure successful execution and manage experience related to sales and strategic action plans with Partners.
Proactively identify opportunities for further product penetration and improved processes for our Partner/Clients.
Foster teamwork and culture that accepts and responds rapidly to change and is action and results oriented.
Use best practices and knowledge of internal or external business issues to improve products or services.
Solve complex problems; take a new perspective using existing solutions and approach changes with flexibility.
Participate in projects and initiatives in various roles including SME, testing and general team member.
Partner with Learning and Development to co-create content and tools that will drive sales results and better Agent/Client Experience.
Help design, track and analyze incentive and recognition programs (Premier Club, Arbor Elite, etc) and Partner training programs (Premier Summit, Arbor Elevate, etc)
Identify areas of opportunity and removing obstacles to make it easier to do business with us.
Work with operations to create process improvements.