Partner Relations Coordinator

POSITION SUMMARY:
The Partner Relations Coordinator will provide operational, administrative, and tactical support to the Partner Relations department surrounding tracking, onboarding, documenting, and supporting all new and existing program partners. This position will work under the direction of SVP Business Development 

KEY RESPONSIBILITIES AND ESSENTIAL FUNCTIONS:

1. Provide operational and administrative support to the Partner Relations department.
2. Support partner onboarding and offboarding, including documentation, training, system access, and ensuring timely completion of all related tasks.
3. Triage, track, and manage incoming partnership requests. 
4. Process and prepare monthly status reports;
5. Manage partnership database in Sales Force;
6. Collaborate and communicate effectively with internal and external stakeholders;
7. Maintain professional and timely written and verbal communications. 
8. Perform other activities, duties and  assignments as needed or requested.

MINIMUM QUALIFICATIONS:

Qualifications: 

• Bachelor’s Degree;
• 3-5 years in an insurance-related role;
• Industry designations preferred; 
• Well versed with Sales Force and Microsoft Office Suite programs;
• Detail-oriented;
• Strong written and verbal communications; 
• Desire/ability to solve complex problems;
• Ability to make sound judgements;
• Continuous learner;
• Excellent interpersonal and teamwork skills;
• Works collaboratively with both internal and external stakeholders;
• Self-starter and independently motivated.

CONFIDENTIAL INFORMATION:

All information (written, verbal, electronic, etc.) that an employee encounters while working at the Company is considered confidential. Reference corporate policies, guidelines and applicable laws. 

WORKING CONDITIONS

This position is located in a professional office environment. This role routinely uses standard office equipment and requires the physical demands of a normal office position with some light lifting. This is a full-time position with benefits. 

DISCLAIMER

This job description is not a contract of employment. Include at-will statement. It represents the minimum requirements of the job and includes the major responsibilities but not all responsibilities. Trean Corporation will change and update this job description, as necessary.