Partner Success Manager

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

This function is responsible for the various stages of the Partner life-cycle including onboarding, growth initiatives and related operational duties. This role will create/evolve, implement, and execute partner related activities related to the various milestones associated with nurturing Ategrity partnerships within Ategrity’s divisions (contract binding, brokerage casualty, middle market property, and others as we grow) as a member of the fast-paced, high performing Distribution team.

The Partner Success Specialist is responsible to support partner onboarding, early-tenure performance, and ongoing activation. This role conducts underwriting calls for new partner agencies and delivers refresher calls for existing partners, supports agency visits, and manages a book of partners during their first year to ensure performance metrics are met and partners are fully activated across multiple products. The Specialist also supports partner performance reporting and takes on ad hoc projects aligned to commercial priorities.

Success in the role requires organization, creativity, a continuous improvement attitude as well as the ability to work in a fast-paced setting, sometimes with the ambiguity often present with a start-up / entrepreneurial mindset. The role will report to the Head of Distribution Management. This is a fantastic opportunity to join or grow within Ategrity, where you will serve as an asset who has cross-functional visibility.

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.

First-year partner management & activation

• Manage a defined group of partners during their first ~12 months to accelerate ramp up and ensure they meet agreed performance metrics (e.g., submission quality, quote-to-bind, written premium, product mix, retention/renewal behaviors).
• Build activation plans for each partner (communication cadence, training needs, product rollout steps, and performance milestones).
• Identify friction points (process, appetite fit, tool adoption) and coordinate solutions with internal teams.
• Drive multi-product adoption by educating partners on additional lines/programs and enabling correct positioning and provide regular metric reporting against same.

Agency visits & partner engagement

• Support scheduling, planning, and follow-up for agency visits (virtual or onsite).
• Prepare pre-visit performance snapshots and discussion points; capture post-visit action items and owners.
• Ensure agencies leave engagements with clear next steps and enabled workflows and new commitments.

Reporting & performance communications

• Partner with reporting/analytics resources to monitor and communicate partner performance.
• Maintain and distribute partner performance summaries (weekly/monthly/quarterly cadence as needed).
• Translate performance insights into clear partner-facing recommendations and internal action plans.
• Contribute to At-Risk partner reporting management and evolve the process to be more easily adopted by the organization. Assist with related cross partner communications and communication back to internal teams.

Ad hoc projects

• Contribute to cross-functional initiatives such as process improvements, partner enablement materials, rollout support for new products, training documentation, and operational playbooks.
• Support special projects tied to growth, partner experience, underwriting efficiency, or data quality.

Qualifications/Requirements

• External candidates: Minimum of 3 years supporting insurance operations, marketing and/or business development 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

Success Measures

• Underwriting call completion and follow-up timeliness (SLAs met; action items closed).
• Improved partner submission quality and reduced rework.
• First-year partners meeting or exceeding performance targets.
• Higher partner activation rates (tool usage, quoting behavior, multi-product adoption).
• Strong partner satisfaction and internal stakeholder feedback.
• Reporting accuracy and consistency in performance communications.
• Effectively communicate (written/verbal) information to both internal and external customers to ensure our standards of excellence are maintained.
• Work closely with other functions to advance initiatives.
• Displays Ownership as a core Ategrity value and drives results.