Partner Activation & Success Lead

Ategrity Specialty Insurance Company; United States; On-site; USD 70,000 - 100,000; Full time

Job summary

Ategrity Specialty Insurance Company is seeking a Partner Success Specialist to manage onboarding, activation, and ongoing partner engagement. You will conduct underwriting calls, schedule agency visits, and drive multi-product adoption across partner portfolios to meet performance metrics.

You will report to the Head of Distribution Management and collaborate with underwriting, sales, and operations to deliver timely decisions and measurable improvements.

Qualifications

• External candidates: minimum of 3 years supporting insurance operations, marketing and/or underwriting functions.
• Internal candidates: at least 2 years success in Ategrity role and manager recommendation required.
• Experience in commercial insurance underwriting is preferred.
• Working knowledge concepts and principles related to planning and implementation.
• Strong leadership skills with the ability to build rapport and teamwork, resolve conflicts, and motivate staff/teams.
• 20% travel anticipated.
• Thrives in fast paced work, remote environment.

Responsibilities

• Conduct and coordinate underwriting calls with new partners to ensure channel understanding, proper submission quality, and alignment to underwriting appetite.
• Deliver refresher underwriting calls with existing partners to reinforce best practices, appetite changes, product updates, common decline drivers, and submission improvements.
• Document call outcomes clearly (notes, action items, follow-ups) and route items to Underwriting, Sales, or Operations as needed.
• Track call activity and outcomes to support continuous improvement and partner education.
• Work with internal stakeholders to focus on vertical nuances and improving wallet share within existing partners and improving ratios.
• Manage a defined group of partners during their first ~12 months to accelerate ramp up and ensure performance targets are met.
• Build activation plans for each partner and coordinate product rollout steps and milestones.
• Coordinate agency visits (virtual or onsite) and capture post-visit actions and owners.
• Partner with reporting/analytics resources to monitor and communicate partner performance.
• Contribute to cross-functional initiatives such as process improvements and training materials.

Skills

Leadership

Communication

Stakeholder mgmt

Cross-functional

Training

Coaching

Project management

Underwriting knowledge

Travel readiness

Job description

Ategrity Specialty Insurance Company is seeking a Partner Success Specialist to manage onboarding, activation, and ongoing partner engagement. You will conduct underwriting calls, schedule agency visits, and drive multi-product adoption across partner portfolios to meet performance metrics.

You will report to the Head of Distribution Management and collaborate with underwriting, sales, and operations to deliver timely decisions and measurable improvements.