Director, Portfolio Partner Management
Remote
Product & Design /
Full Time /
Remote
Pathpoint is building the modern distribution infrastructure for the $120B E&S insurance market. Today, more than 20% of commercial insurance business is placed into the E&S market, yet agents, brokers, and carriers rely on analog, inefficient, and imprecise systems, paperwork, and tools in order to transact. Pathpoint is the only wholesale distribution platform that use technology to connect carriers and agents around the country, streamlining and automating submissions, underwriting, binding, compliance, payments, and service more through technology and and people. All brought to you by a team committed to raising the bar in E&S insurance.(Learn more)
As Director of Portfolio Partner Management, you will be focused on managing our long term profitable growth with our insurance offering. This includes managing our carrier relationships from binding authority to programs. This role will increase the ability for Pathpoint to achieve growth with our existing partners and add new ones. This role will collaborate closely with multiple functions, including Product Management, Underwriting Operations, Sales, and Marketing.
Note: We are unable to provide visa sponsorship for this position at this time. By applying to this job, you confirm that you are eligible to work in the U.S. without requiring visa sponsorship now or in the future. Thank you for your understanding.
What you'll contribute to
- Work cross functionally (Product, AMs, UWOps) and with our carriers to create tailored, partner-specific growth plans to drive production profitability (growing the business Pathpoint writes with each partner) metrics.
- Centralized relationship manager for all existing carrier partners at Pathpoint (currently 8 and expect to grow).
- Partner closely with the Product Lead of Binding Authority to engage in innovation initiatives, product launches, marketing campaigns and short-term projects as appropriate to contribute positively towards success of the overall team and company
- Advises and supports the Product Lead and Product Managers on prioritization of appetite and supply including opportunities to improve production ratios and items for consideration when launching new products and classes.
- Analyze and prepare carrier production reviews on a monthly and quarterly basis that will be received / attended by key stakeholders/executives of the carrier and Pathpoint (requires data analysis and presentation, goal setting, commentary, and presentation development).
- Reviews and reporting should help drive production ratios such as submit to quote, quote to bind, unlocking new business, resolving process/operational related opportunities.
- Standardize, evaluate, and implement steps needed to support carrier integrations across departments such as Product, Underwriting Operations, and GTM.
- Work closely with senior leaders and stakeholders throughout the organization to develop and implement underwriting strategies to achieve performance goals, identify trends, and develop recommendations for improvement, as needed.
- Ensures carrier partnership processes are compliant and identify opportunities to improve — referrals, inspections, audits, loss reviews.
- Work with Head of Product to prospect new carrier relationships including putting together proposals, pitches, and delivering analyses to forecast production and demand.
What we look for
- 10+ years’ experience within P&C Specialty Lines
- Familiarity with client management and working with external groups at all levels of the organization, from C-suite, to front line, including strong presentation building, data analysis, and pitching skills.
- Track record of developing and executing on growth plans that require external buy-in and participation.
- Ability to use data and analytics to understand and drive underwriting strategy.
- Excellent history of building and maintaining strong business relationships with brokers, agents, and/or carriers.
- Exceptional oral and written communication skills; your communication style is flexible to the situation; you communicate clearly and with a purpose.
- Demonstrated success collaborating with cross functional stakeholders both internal and external.
- Highly organized and detail oriented.
- Proficiency in SQL for data analysis.
What we offer
- Competitive compensation, equity, and healthcare packages
- Remote-first working environment while investing in in-person collaboration
- Monthly lunch stipend
- Annual home office stipend
- Monthly WiFi stipend
- Flexible time off
- Paid parental leave
- 401(k) available
About Pathpoint
Pathpoint's Values:
Hard Problems Drive Us: We believe the insurance industry hasn’t kept up with changing times and fixing that is a hard problem worth solving.
We Start with Why: Seek to understand what customers care about. Use data to challenge assumptions and figure out the problem.
We Take Ownership and Accountability: We think people are their happiest when they have high ownership and accountability over the problems confronting them and are empowered to move decisively to work on them.
We Work Together: Nothing happens without the individual efforts of our team members, but effective teamwork is how we build and maintain customer value.
We Move Forward: We value the ability to persist through adversity to achieve goals and believe speed plays an important role.
Pathpoint is an equal opportunity employer that values diversity, inclusion, and belonging. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
