Commercial Strategic Partnerships Consultant - Remote

CSAA Insurance Group, a AAA Insurer

28d•Remote

About The Position

We're Mobilitas, a commercial insurance company created by CSAA Insurance Group. Our mission is to reinvent commercial insurance in the mobility space by providing technologically advanced solutions for today’s way of doing business. At Mobilitas, we believe in what's possible and we use our inventive skills to meet the demands of modern mobility with tailored solutions. We’re looking for motivated, innovative individuals who think big, move fast and are dedicated to creating a company from the ground up, without the constraints of a traditional insurance company. We’re excited to push the boundaries of commercial insurance and are looking for enthusiastic team members to help us reimagine insurance. We are actively hiring for a Commercial Strategic Partnerships Consultant! Your Role: This role is responsible for supporting Mobilitas’ profitable growth by leading the execution and optimization of strategic partnerships. Operating as a senior individual contributor, the role focuses on building and managing relationships with high-impact partners, delivering value that supports their business and strategic goals, aligning partnership activities with Mobilitas’ objectives, and ensuring outstanding partner experiences. The Commercial Strategic Partnerships Consultant will work cross-functionally to implement strategic initiatives, drive partner success, and ensure that key accounts are supported across their lifecycle. With expertise in insurance, risk, and market trends, the individual will develop data-informed insights and contribute to the refinement of strategic approaches to partnerships and client engagement. The role is accountable for driving multi-million-dollar partnerships and delivering measurable business outcomes.

Requirements

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.
Strong knowledge of commercial insurance and mobility sectors.
Demonstrated experience in managing strategic accounts or partnerships.
Excellent relationship-building and communication skills.
Strong analytical and problem-solving skills; ability to derive insights from complex data sets.
Ability to influence cross-functional teams without formal authority.
Comfort with ambiguity and evolving priorities in a fast-paced environment.
Proficiency in partnership lifecycle management, including onboarding, performance tracking, and renewal processes.
Knowledgeable in pricing and reserving mechanics and ability to influence the decisions

Nice To Haves

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.
Actively shapes our company culture (e.g., supporting employee resource groups, mentoring employees, volunteering, joining cross-functional projects).
Champions our cultural norms (e.g., willing to have cameras when it matters: helping onboard new team members, building relationships, etc.).
Demonstrates a company ownership mindset, thinking beyond boundaries of their own area.
Travels as needed for role, including divisional / team meetings and other in-person meetings.
Fulfills business needs, which may include investing extra time, helping other teams, etc.

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.