What are the responsibilities and job description for the Strategic Account Specialist position at American Integrity Insurance?
Our Company : About Us :
American Integrity Insurance, a premier property insurer, has more than 280,000 customers and is represented by more than 1,500 independent agents who specialize in this complex and ever-evolving market. While we were founded in, and have served Florida for the entirety of our 15 year history, we are now open in South Carolina as well. Comprised of over 250 insurance professionals, most of whom work in our Tampa-area headquarters, we have been recognized as a Top Place to Work in Tampa by the Tampa Bay Times and a Best Places to Work in Insurance by Business Insurance magazine for the past ten years.
A Day in the Life :
Who Says Insurance Cant Be Fun? From company picnics to charity events, no one can ever say American Integrity Insurance doesnt understand the importance of having fun, helping others and giving back. Our company culture is priceless, and we hold true to our six core values : integrity, commitment, teamwork, humility, passion and fun. As a team working to provide home insurance solutions to our policyholders, together we aim to achieve greater heights each day and celebrate each other's accomplishments along the way. It is our mission to continue providing reliable, customer-centric homeowners insurance to Florida residents and paying claims in a timely manner when our customers suffer a loss and to do so with Integrity.
Learn more about American Integrity Insurance and our job opportunities at https : / / careers.americanintegrityinsurance.com / careers-home.
This Job :
Your Title : Strategic Account Specialist
You'll Report to : Director, Business Development
This person will play a pivotal role in driving the growth and success of our national and multi-site accounts portfolio. Leveraging extensive industry experience and deep sales knowledge, he / she will focus on developing and executing strategic plans that ensure achievable and sustainable growth for our clients. He / She will provide insightful and data-driven recommendations, utilizing key performance indicators (KPIs), market data, and industry trends to support the business case and deliver measurable results. He / She will also work to generate new business from agents within assigned accounts.
What Youll Do :
- Partner with sales team to manage a portfolio of multi-office retail agencies and / or national accounts to achieve long-term growth and profitability.
- Develop positive relationships with agency stakeholders to maximize profitable growth..
- Act as the point of contact with the organization and handle agents individual needs.
- Coordinates communication of tactical plans to increase American Integritys visibility and product awareness (activity) with assigned accounts.
- Generate new business from agents within assigned accounts.
- Will spend up to 25% of time in the field visiting key satellite offices and headquarters.
- Resolve conflicts and provide solutions to agents in a timely manner.
- Lead monthly calls with key stakeholders of assigned accounts.
- Work with key stakeholders from company and agency to build annual plan with assigned accounts, and monitor and track.
- Assist in setting and tracking sales account targets that are aligned with company objectives and build annual premium.
- Monitor sales metrics (e.g. quarterly sales results and annual forecasts).
- Suggest actions to improve sales performance and identify opportunities for growth.
- Assist in establishing and executing strategic sales plans to achieve company objectives.
- Partner with the sales leadership to create goals for agents to help them reach their maximum potential for production.
- Strategically plan with sales team to maximize efforts, focus to boost sales outcomes and profit results with assigned accounts.
- Deliver sales presentations to assigned agencies and principals.
- Report essential product information, changes, or adjustments needed, including agent feedback, to the Product Department.
- Monitor and communicate the activities (such as filings) and products of the competition to appropriate internal partners. Promote the maximization of the organization's competitive position in the marketplace.
- Additional duties as needed.
What Youll Need to be a Top Candidate :
Education : Bachelors Degree (B.A. or B.S.); or related experience and / or training; or combination of education and experience.
Experience : 3-5 years experience Business Development in Property and Casualty Insurance required.
Skills & Knowledge :
Your Environment :
Working Conditions : Normal business office environment. Must be able to remain in a stationary position for periods of time while constantly operating a computer and or other office productivity machinery such as a calculator or telephone. The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery or communicate with coworkers. #LI-InOffice
Travel : Up to 20% traveling to key satellite offices and headquarters, but travel will vary based on the needs of the business.
ADA : The above statements cover what are generally believed to be the principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of job duties.
American Integrity Insurance Group is an Equal Opportunity Employer.
