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CSAA Insurance Group, a AAA Insurer · 2 months ago

Commercial Strategic Partnerships Consultant - Remote

United States

Full-time

Remote

Senior Level, Lead/Staff

8+ years exp

CSAA Insurance Group, a AAA Insurer, is seeking a Commercial Strategic Partnerships Consultant to support the growth of Mobilitas, a commercial insurance company. This role focuses on building and managing relationships with strategic partners, executing partnership strategies, and driving multi-million-dollar partnerships to deliver measurable business outcomes.

AssociationAuto InsuranceCommunitiesHealth CareInsuranceNon ProfitTravel Agency

Comp. & Benefits

No H1B

Responsibilities

Execute partnership strategies aligned with broader business goals and growth targets

Support the design of custom solutions for strategic accounts in collaboration with product, underwriting, analytics, and customer success teams

Act as a key liaison between internal teams and strategic partners to ensure aligned execution and delivery on partnership commitments

Manage a portfolio of high-value partnerships with responsibility for performance monitoring, issue resolution, and ongoing value delivery

Identify upsell or expansion opportunities in collaboration with Business Development and Product teams

Provide insights and recommendations for optimizing partner engagement and driving account retention and revenue growth

Serve as the primary point of contact for designated strategic partners, ensuring consistent communication and alignment

Organize and lead strategic planning sessions and check-ins with assigned clients, coordinating with cross-functional internal stakeholders

Monitor performance metrics, track partner satisfaction, and work to resolve any issues or concerns

Analyze client and partner data to identify trends, risks, and opportunities; provide recommendations to inform business decisions

Stay current with industry trends, partner business developments, and market dynamics to proactively guide engagement strategies

Prepare and deliver regular reports and insights to leadership and internal teams to inform strategic adjustments

Collaborate with teams such as underwriting, billing, claims, legal, and analytics to ensure seamless partner experiences

Support the development and documentation of best practices in partnership management and client delivery

Act as a strategic thought partner to internal stakeholders in crafting and refining value propositions for clients

Qualification

Commercial insurance knowledgeStrategic account managementPartnership lifecycle managementData analytics experienceCPCU designationAnalytical problem-solvingInfluencing cross-functional teamsComfort with ambiguityCommunication skills

Required

Bachelor's degree in business, finance, risk management, or a related field, or equivalent combination of education and experience

8 years of experience in account management, partnerships, or strategy roles within insurance, financial services, or a related industry

Proven success in managing high-value client relationships and executing on strategic initiatives

Experience influencing internal partners and coordinating cross-functional teams

Preferred

Master's degree and CPCU designation preferred

Familiarity with structuring partnership agreements (e.g., fronting, large deductible, TPA)

Experience working with data analytics or client insights platforms to drive strategic recommendations

Benefits

Total compensation package

Performance bonus

401(k) with a company match

Company

CSAA Insurance Group, a AAA Insurer

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Why we're forever forward -- At CSAA IG, one thing will always endure: our commitment to excellence in everything we do for our members, employees and communities.

Founded in 1914

Walnut Creek, California, USA

1001-5000 employees