Partner Success Manager (Remote)

VIU by HUB

Powered by HUB International, VIU by HUB is a new kind of digital insurance platform designed to help people find the right policies for the fullest coverage, quickly and easily, with the guidance of our experts along the way. As a dynamic start-up within HUB International, VIU by HUB combines the innovative spirit of a start-up with the robust support of a leading global insurance brokerage. VIU by HUB is a comprehensive solution for all your personal insurance needs, enabling customers to compare, shop, and receive customized quotes from top-rated insurance carriers, while providing unbiased advice for your insurance journey, either digitally or through a human advisor.

Job overview

As a Partner Success Manager, you will cultivate relationships with HUB’s Transactional Lines external strategic partners, ensuring their programs are successful and that they receive maximum value from HUB’s capabilities and product breadth. You will be responsible for working directly with partner executives and related stakeholders to support intake, launch, management, and optimization of programs; ensuring that there is alignment with program planning and execution goals.

The ideal candidate will be a natural problem solver with strong business acumen, technical competence, and communication skills. They are relentless about sales activation, highly entrepreneurial, a natural relationship builder and consummate team player.

Role of the Partner Success Manager:

• Works with partner and internal team to identify, design, build, launch and iterate tech integration that delivers a seamless experience for the corporate partnership team, lead originators and their clients
• Analyze partner and lead touch points, proactively recommend, and orchestrate improvements that drive program revenue growth

• Brand ambassador for VIU and the face of the relationship with our strategic partners.

• Partner with the strategic partners to drive leads to VIU post launch.

• Chief communicator and conduit for information between internal partners and the strategic partners.

• Feedback loop across VAT, Sales, PSM, Marketing, IT, legal and other partners to share learnings.

• Become a partner SME. Research the partner to understand their business, competitors, industry, and needs.

• Work with the partner and internal partners to deploy creative ways to keep lead and bind flow throughout the life of the relationship.

• Hold the partner accountable to drive tactics by using a business planning process.

• Measure, monitor, & report on lead/bind metrics with partner and internally.

What success looks like:

• Achieve lead metrics agreed upon as goals per strategic partners.

• If metrics not reached, clearly outline the why and have a S.M.A.R.T plan for next steps.

What’s expected:

• Increase overall strategic partners lead-to-bind ratio and increase average SP lead productivity.

  • Adjust strategic partners mix to high intent lead opportunities; and analyze lead nurture effectiveness leveraging VIU Advisory team feedback.

  • Drive an increase in the number of partners contributing to lead flow.

• Work with the partner and internal partners to deploy effective tactics to keep lead flow throughout the life of the partnership.

• Create a feedback loop within the strategic partnership team where all parties are aware of and able to leverage learnings from activation successes and opportunities.

• Document all partner interactions and next steps in CRM.

• Lead effective partner meetings which include sending agendas before and recap after.

• Hold the partner accountable to drive agreed-upon tactics.

• Measure, monitor, & report on lead/bind metrics with partner and internally.

• Execute on challenger sales practice with strategic partners.

• Build a team culture where all parties benefit from each other’s experiences and feel valued.

Job requirements

Education:

• Bachelor’s or master’s degree in business administration, marketing or a related field

Experience:

• 5+ years of sales and account management experience.

• Strong proven sales history.

• Demonstrated project management experience.

• Personal Lines experience preferred.

Knowledge and skills:

• Strong business and sales acumen, including industry knowledge of the insurance sector, related operational model, and trends.

• Experience with Microsoft Dynamics, call center operations, and API integrations a plus

• Strong program management skills and experience, plus significant knowledge of project planning tools.

• High emotional intelligence, as well as effective influencing and negotiation skills in an environment where resources may not be in direct control of this role.

• Excellent analytical, strategic conceptual thinking, strategic planning and execution skills.

• Excellent verbal and written communication skills.

• Excellent knowledge of MS Office.

• Working knowledge of program/project management software (MS Project, MS Teams, Visio, etc.) and ideation tools (Business Model Canvas, Miro) are a strong advantage.

#VIUbyHUB

**This position is fully remote - must work in the United States (work schedule will be in EST or CST)**

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

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