Bachelor's Degree in Business, Finance, Marketing, Data Analytics, or related field.
12 years of experience in relationship management, sales leadership, or strategic account management.
Proven track record in managing national accounts or enterprise-level relationships.
Expertise in executive communications and presenting to senior leadership.
Strong analytical and business intelligence capabilities with experience in reporting and dashboard development.
Proficiency in Excel, Power BI, CRM, and reporting systems.
Strong organizational skills and stakeholder management abilities.
Responsibilities
Serve as the primary relationship owner for national partners and key accounts.
Develop and implement strategies to enhance partnerships and drive growth.
Lead stewardship meetings and comprehensive business reviews with strategic partners.
Coordinate relationship activities across various regional sales teams and stakeholders.
Establish and execute communication plans for strategic accounts.
Analyze relationship opportunities and threats to recommend action plans.
Collect and report key performance metrics for national relationships.
Benefits
Comprehensive medical, vision, and dental coverage starting on the first day of employment.
401(k) plan with a 6% company match.
20 days of PTO plus two floating holidays and approximately 11 paid holidays.
Access to a wellness program, including mental health services and fitness memberships.
Opportunities for professional growth and career advancement.
Paid parental leave and volunteer time off.
Student loan matching program.
Full Job Description
Role Overview Responsible for developing, managing, and expanding strategic national partner relationships while serving as the primary point of contact for key national accounts. This role leads relationship strategy, stewardship planning, performance analytics, and executive reporting to ensure consistent engagement, profitable growth, and alignment across sales, underwriting, operations, and executive leadership. Oversee relationship management initiatives, maintain critical business intelligence and reporting frameworks, and provide actionable insights to senior leadership regarding partner performance, growth opportunities, market trends, and strategic initiatives.
Key Responsibilities
Strategic Relationship Management
Serve as the executive relationship owner for assigned national partners and strategic accounts.
Develop and execute relationship strategies that strengthen partnerships and drive profitable growth.
Lead stewardship meetings and business reviews with key partners.
Coordinate national relationship activities across regional sales teams and internal stakeholders.
Establish consistent communication plans and engagement standards for strategic accounts.
Identify emerging relationship opportunities and risks and recommend appropriate action plans.
Data Analytics & Reporting
Own the collection, analysis, and reporting of national relationship performance metrics.
Develop executive dashboards and scorecards tracking premium growth, revenue trends, profitability metrics, producer performance, market share opportunities, and pipeline activity.
Ensure data accuracy, integrity, and consistency across reporting platforms.
Deliver meaningful business insights and recommendations based on data analysis.
Executive Communications
Prepare executive-level reporting packages, presentations, and quarterly business reviews.
Present relationship performance, growth opportunities, and strategic recommendations to executive leadership.
Create concise and impactful presentations for board, executive committee, and senior leadership meetings.
Translate complex data into actionable business insights.
Cross-Functional Leadership
Partner with Sales, Underwriting, Operations, Marketing, Product, and Finance teams to support relationship strategies.
Facilitate alignment across business units to ensure consistent messaging and service delivery.
Lead strategic initiatives that improve partner satisfaction, retention, and growth.
Drive accountability for relationship management objectives throughout the organization.
Market Intelligence & Strategic Planning
Monitor industry trends, competitive activities, and market developments.
Identify opportunities to expand wallet share and strengthen strategic partnerships.
Recommend enhancements to relationship management processes and reporting capabilities.
Support annual planning and forecasting initiatives.
What You Bring
4 Year / Bachelors Degree in Business, Finance, Marketing, Data Analytics, or related field.
12 Years in relationship management, sales leadership, business development, or strategic account management.
Experience managing national accounts or enterprise-level relationships.
Demonstrated success in executive communications and presenting to senior leadership.
Strong experience with business analytics, reporting, and dashboard development.
Executive presence and relationship-building expertise.
Strong analytical and business intelligence capabilities.
Advanced Excel, Power BI, CRM, and reporting system proficiency.
Strategic planning and project leadership skills.
Excellent written, verbal, and presentation communication skills.
Ability to synthesize large datasets into executive-level insights.
Strong organizational and stakeholder management abilities
Overtime hours may be required to fulfill job responsibilities
May be required to move or remain stationary for extended periods of time
May be required to move up to 10 pounds
Must be able to operate a computer and other devices
Close vision and ability to adjust focus, such as required to read a computer screen
What We Offer
Competitive salary and comprehensive benefit package
Strong learning culture with ongoing development opportunities
Opportunities for growth and career advancement
Comprehensive medical, vision, and dental coverage, with eligibility beginning on your first day of employment
Basic life and disability insurance
401(k) plan with 6% company match
20 days of PTO, two floating holidays, approximately 11 paid holidays, and volunteer time off
Paid parental leave
Access to our award-winning wellness program, including mental health services, fitness network membership, and a complimentary Headspace subscription
Student loan matching program
Employee discount program
An opportunity to do meaningful work and love what you do
The pay range for this position is $199,000-$243,000, which includes geographic adjustments, where applicable. The pay range is the range THMCC, in good faith, believes is the range of compensation for this role at the time of this posting. The hired applicant will be offered pay within the entire range based on the candidate's geographic location, qualifications, work experience, education, and/or skill level. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of color, race, sex, national origin, sexual orientation, religion, age, veteran status, disability, pregnancy, citizenship status, genetic information, or any other basis protected by federal, state, or local pay equity laws.
