At Veracity we aim to be a different kind of insurance partnerone that is free from outside investors venture capital or the pressures of a corporate parent.
Ours is a culture of empowerment one that believes in effort results and accountability. We believe that transparency fosters trust trust fosters growth and that growth drives innovation. Our commitment to rigorous evaluation and relentless lead to rapid evolution.
We answer only to the small business owners we serve and this independence allows us to stay focused on what matters most: helping their businesses thrive by providing expert guidance and bestinclass insurance policies.
Were growing fast and want you to be a part of it!
Were looking for a talented detailoriented Partner Development Associate (Remote/Hybrid) to join our team. Under the direction of the Head of Partnerships this role will be responsible for researching contacting evaluating and closing new partners. Potential partners include trade groups associations schools event organizers and other likeminded people who want their clients customers students or vendors to carry the peace of mind insurance protection we offer.
Key Responsibilities
Conduct Outbound Industry Research: Pipeline development includes compiling contacts of potential partners through trade associations/groups companies and event organizers/promoters in HubSpot. Develop outbound success strategies for playbooks call scripts email templates and sequences
Perform Partnership Outreach: Calls Emails Development of outbound sequences through HubSpot follow up on sales inquiries through email and phone to discuss their interest in partnering with us.
Respond to Inbound Partnerships Inquiries: Calls Emails Additional Insured HubSpot workflow emails Partnership web forms Customer service referrals and Partner referrals.
Close Partners Through: Scheduled virtual meetings Outbound calls Email correspondence Contract development review discuss how an enrollment link would be shared for their vendors/exhibitors Add contacts and contracts to HubSpot and Outlaw etc.
Conduct Regular HubSpot Maintenance: Add new contacts and deals into HubSpot Move deals through each stage as they happen Update all contacts and deals immediately after each interaction Complete checklists Log all calls in HubSpot if not recorded Check all HubSpot dashboards and correct any incomplete data.
Meet or Exceed SMART Goals & KPIs: Policy growth Calls Emails Asking for referrals Scheduling appointments etc.
Collaborate to Solve Partner Challenges: Interact with other PSAs & PDAs when needed Interact when needed to close a partnership with the Partnership leadership team speak to other departments within the company when necessary Create business cases when needed to evaluate potential partners Evaluate potential Marketing Fee or Data share opportunities with potential partners
Create business cases: Marketing Fee Partnership opportunities Data share Partnership opportunities and Other business cases as needed.
Present the benefits of Veracitys product offerings to live or virtual large groups through tradeshows/conferences.
Record videos with the internal marketing team (work with Video & Social Media Manager Video Editor et al. Explainer videos Howto videos and other business cases as needed.
The travel requirement percentage is 1020 per year for tradeshows conferences and company offsite. Survey attendees at shows to verify if they are the correct target audience to partner with Survey exhibitors at shows to verify if they are the correct target audience to partner with Coordinate with tradeshow/conference event organizers on exhibitor coverage engage attendees when exhibiting and explore potential partnerships Attend and participate in company offsite 45 days)
Other duties as assigned
Requirements and Qualifications
Minimum of two years of partner or customer support & light sales partnerships or business development experience.
Demonstrated qualities of being humble hungry smart and proactive in previous roles.
Experience solving customer problems and introducing company solutions for growing accounts through consultative interactions.
Skilled in researching trends industries and competitors within and outside the insurance industry.
Ability to conduct business case analyses for existing partnerships.
Experience in making marketing fee recommendations and proposing other approaches for existing partnerships.
Proficient in Microsoft Office Suite and Google Suite
Experience with HubSpot Vidyard and various analytics
Platforms (Google Analytics social media analytics etc. is a plus Familiarity with Monday and Hunter is a plus.
Insurance Licensing: While a current Property and Casualty (P&C) license is not required at the time of hire PSAs must obtain their P&C license within the first 60 days of employment. Veracity will cover the cost of the P&C licensing exam for up to two attempts. If a PSA is unable to pass the P&C licensing exam after two attempts or within 90 days of their hire date their employment will be terminated.
The ability to professionally accept implement and give constructive criticism to improve the work of oneself and others
Experience with negotiation strategies and tactics demonstrated ability to build rapport & trust stay positive be articulate and be an active listener
Brand awareness appreciation for and champion of the organizations brand and reputation
Collaboration & followthrough demonstrated ability to work within a team structure to reach a common goal and efficiently complete projects with partners PSAs PDAs PMMs stakeholders and direct & indirect company reports
Track record of setting specific measurable achievable and relevant (SMART) goals in past projects & positions
A strong understanding of Property & Casualty insurance is a plus
Strategicallyfocused the ability to identify and qualify/quantify potential partners through business casing and structuring partnership agreements
Demonstrated abilities to be Humble Hungry Smart and Proactive on the job.
Perks
Health dental and vision plans
Amazing worklife balance with 4 weeks of Paid Time Off
9 Paid Company Holidays with 2 floating holidays
401K Programs with employer match
Personal assistant programs for support in a healthy personal and work life
Why Veracity
Here at Veracity youll be part of a team of trailblazers and visionaries. Were not just revolutionizing the way people do insurance; we are creating a whole new paradigm. Here you will experience a vibrant and inclusive workplace where your ideas matter! With us you have a chance to:
Engage in groundbreaking projects that are reshaping the insurance landscape
Collaborate with a group of dedicated likeminded professionals
Experience a culture that prioritizes growth and development
Compensation Range: $41600 Base Commissions OTE of $70K
We are proud to be an equalopportunity employer. We are committed to providing equal opportunities to all qualified applicants regardless of race color religion sex national origin disability or any other legally protected characteristics.
If you need accommodation please let us know during the interview process.
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