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Partner Engagement Manager
Partner Engagement ManagerBeazley Group • San Francisco, CA, United States
Partner Engagement Manager

Partner Engagement Manager

Beazley Group • San Francisco, CA, United States
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General

Job Title : Partner Engagement Manager

Division : Distribution

Reports To : Head of Partner Engagement, West

Key Relationships : External brokers, Focus Group Leaders, Head of Offices, Underwriting teams

Job Summary :

Beazley is looking for a dynamic candidate for the role of Partner Engagement Manager. In this role, you will be responsible for supporting all Focus Groups with the growth aspirations of their respective business segments within assigned Region through the development and execution of the regional business plan. You will deliver on targeted growth initiatives for assigned brokers and support Partner Engagement leadership on completion of assigned projects that supports overall US growth and service excellence objectives.

Key Responsibilities :

  • Create, organize and execute the regional business plan while working in collaboration with Partner Engagement Leadership, Head of Offices, and assigned underwriters within the region.
  • Gain deep understanding of each underwriting team's risk appetite and broker distribution strategy for assigned region to drive regional plans, goals and initiatives
  • Effectively communicate Beazley Group's strategy, corporate messaging and marketing initiatives to our partners
  • Collaborate with Business Development to execute against the growth strategies and sales hygiene on a local level
  • Assist in developing targeted plans that include broker education, broker entertainment, and tools to support underwriters' success
  • Partner with underwriters to better understand broker relationship, including candid feedback on service levels to create an ultimate service experience
  • Identify new business opportunities (a program, a book for sale, MGU, a panel opportunity, speaking opportunities etc.) and partner with underwriters to explore growth possibilities
  • Track local, broker or focus group productivity data to ensure our partners are working towards our growth goals
  • Provide insights on local market conditions, competitor landscape, change in broker strategies and client trends
  • Contribute to local, regional or national events supporting our collective growth goals
  • Support in driving client engagement and marketing initiatives on a local level in collaboration with respective teams

General

It is important that within all your interactions both internally and externally you adhere to Beazley's core values - Being Bold, Striving for Better, and Doing the Right Thing - as they contribute to an internal environment of teamwork and promote a positive brand image and experience to our external customers. We also expect Beazley employees to :

  • Comply with Beazley procedures, policies and regulations including the code of conduct which incorporates the PRA and FCA Conduct. Undertake training on Beazley policies and procedures as delivered by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) either directly, via e-learning or the learning management system.
  • Display business ethics that uphold the interests of all our customers.
  • Ensure all interactions with customers are focused on delivering a fair outcome, including having the right products for their needs.
  • Comply with any specific responsibilities necessary for your role as outlined by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) and ensure you keep up to date with developments in these areas. This may include, amongst others, Beazley's underwriting control standards, Beazley's claims control standards, other Beazley standards and customer relationship management.
  • Carry out additional responsibilities as individually notified, either through your objectives or through the learning management system. These may include membership of any Beazley committees or working groups.
  • Personal Specification :

    Education and Qualifications

  • Bachelor's degree or equivalent related experience.
  • Skills and Abilities

  • Proven relationship management skills evidencing experience in a customer-centric environment
  • Ability to work and self-motivate while being a key contributor and mentor
  • Strong business development and sales skills, with the ability to appropriately influence both internal and external stakeholders to obtain positive outcomes for the overall company
  • Good understanding of the levers of effective distribution activities and poses ability to implement regional initiatives and plans to drive momentum while supporting overarching growth initiatives
  • Knowledge of CRM, MS Office and advanced Excel Strong analytical skills with attention to detail
  • Ability to analyse large data sets and draw insight via appropriate software applications
  • Ability to interpret trends and customize strategy accordingly
  • Effective communicator, both verbal and written
  • Ability to manage time, meet deadlines and prioritize workflow
  • Knowledge and Experience

  • Proven general commercial and financial knowledge
  • Deep understanding of insurance industry, broker or carrier experience preferred
  • Several years' business development experience, with a proven track record of developing profitable property / casualty portfolios
  • 5+ years experience with Client service
  • Attributes

  • Results focused, self-motivated, flexible and energetic
  • Professional approach to interact successfully with managers / colleagues / external suppliers
  • Team worker as well as able to work on own initiative
  • Customer focused, with a strong ethic of service and fairness to the customer
  • Willing to travel extensively
  • Competencies

  • Achievement driven
  • Strategic and Analytical
  • Service focus
  • Strong team player
  • Forward thinking Froward thinker
  • Developing people Talent developer
  • Conceptual thinking
  • Who We Are :

    Beazley is a specialist insurance company with over 30 years' experience helping people, communities and businesses to manage risk all around the world. Our mission is to inspire our clients and people with the confidence and freedom to explore, create and build - to enable businesses to thrive. Our clients want to live and work freely and fully, knowing they are benefitting from the most advanced thinking in the insurance market. Our goal is to become the highest performing sustainable specialist insurer.

    Our products are wide ranging, from cyber & tech insurance to marine, healthcare, financial institutions and contingency; covering risks such as the weather, film production or protection from deadly weapons.

    Our Culture

    We have a wonderful mix of cultures, experiences, and backgrounds at Beazley with over 2,000 of us working around the world. Employee's diversity, experience and passion allow us to keep innovating and moving forward, delivering the best. We are proud of our family-feel culture at Beazley that empowers our staff to work from when and where they want, in an adult environment that is big on collaboration, diversity of thought and personal accountability. Our three core values inspire the way we work and how we treat our people and customers.

  • Be bold
  • Strive for better
  • Do the right thing
  • Upholding these values every day has enabled us to become an innovative and responsive organization in touch with the changing world around us - our ambitious inclusion & diversity and sustainability targets are testament to this.

    We are a flexible and innovative employer offering a friendly, collaborative, and inclusive working environment. We actively encourage and expect applications from all backgrounds. Our commitment to fostering a supportive and dynamic workplace ensures that every employee can thrive and contribute to our collective success.

    Explore a variety of networks to assist with professional and / or personal development. Our Employee Networks include :

  • Beazley RACE - Including, understanding and celebrating People of Colour
  • Beazley SHE - Successful, High potential, Empowered women in insurance
  • Beazley Proud - Our global LGBTQ+ community
  • Beazley Wellbeing - Supporting employees with their mental wellbeing
  • Beazley Families - Supporting families and parents-to-be
  • We encourage internal career progression at Beazley, giving you all the tools you need to drive your own career here, such as :

  • Internal Pathways (helping you grow into an underwriting role)
  • iLearn (our own learning & development platform)
  • LinkedIn Learning
  • Mentorship program
  • External qualification sponsorship
  • Continuing education and tuition reimbursement
  • Secondment assignments
  • The Rewards

  • The opportunity to connect and build long-lasting professional relationships while advancing your career with a growing, dynamic organization
  • Attractive base compensation and discretionary performance related bonus
  • Competitively priced medical, dental and vision insurance
  • Company paid life, and short- and long-term disability insurance
  • 401(k) plan with 5% company match and immediate vesting
  • 22 days PTO (prorated for 1st calendar year of employment), 11 paid holidays per year, with the ability to flex the religious bank holidays to suit your religious beliefs
  • Up to $700 reimbursement for home office setup
  • Free in-office lunch, travel reimbursement for travel to office, and monthly lifestyle allowance
  • Up to 26 weeks of fully paid parental leave
  • Up to 2.5 days paid annually for volunteering at a charity of your choice
  • Flexible working policy, trusting our employees to do what works best for them and their teams
  • Salary for this role will be tailored to the successful individual's location and experience. The expected compensation range for this position is $190,000-$215,000 per year plus discretionary annual bonus.

    Don't meet all the requirements? At Beazley we're committed to building a diverse, inclusive, and authentic workplace. If you're excited about this role but your experience doesn't perfectly align with every requirement and qualification in the job specification, we encourage you to apply anyway. You might just be the right candidate for this, or one of our other roles.

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