About The Position

The Ivantage Relationship Management Senior Consultant II is a highly visible, strategic individual contributor role responsible for managing key personal lines carrier relationships, with a primary focus on Florida insurance markets. This role supports the day-to-day and long-term success of assigned partners while serving as a trusted representative of Ivantage in interactions with senior carrier leaders, internal sales teams, and agency partners. The Senior Consultant II operates with significant autonomy, leading carrier discussions, contract negotiations, and performance reviews, while using data and product expertise to support Ivantage’s growth and ability to help agencies say “yes” more often for Allstate customers. About Ivantage Ivantage has been supporting independent insurance agencies and Allstate customers for over 30 years, with a mission centered around providing market access, product solutions, and carrier relationships that help agencies meet customer needs. Today, Ivantage operates as a nearly $3B agency and brokerage, offering both personal and commercial lines solutions across multiple distribution channels, including agency and direct-to-consumer. As part of its continued evolution, Ivantage has expanded and realigned teams through mergers and strategic partnerships, reinforcing its role as a critical connector between Allstate, independent agencies, and carrier partners. Florida represents a significant and growing portion of Ivantage’s business, making experienced relationship leadership essential.

Requirements

  • Executive presence and professional communication
  • Strong written and verbal communication skills
  • Insurance product knowledge across multiple personal lines
  • Contract negotiation and relationship management
  • Data-driven problem solving and decision making
  • Ability to balance partnership management with accountability
  • 3+ years of experience
  • Analytical and Excel skills and ability to translate data into business decisions

Nice To Haves

  • Experience in insurance, relationship management, product, procurement, consulting, or contract-focused roles
  • Personal lines products
  • Experience working with carrier partners, agencies, or regulated insurance markets (Florida preferred)

Responsibilities

  • Carrier & Partner Relationship Management Serve as the primary relationship manager for Florida-based personal lines insurance carriers, maintaining strong, trusted partnerships.
  • Lead monthly carrier calls and participate in quarterly and strategic planning discussions with carrier executives, including EVPs, Presidents, and Owners.
  • Represent Ivantage’s interests in daily interactions with carrier leadership to resolve issues, identify opportunities, and grow the book of business.
  • Act as a single point of contact for Ivantage teams and external partners for day-to-day carrier and program management.
  • Florida Market & Product Expertise Maintain a deep understanding of the Florida insurance market, including capacity, regulatory trends, and carrier appetite.
  • Support Ivantage’s ability to write homeowners insurance in Florida by partnering with top carriers to complement Allstate Auto production.
  • Develop and maintain working knowledge across personal lines products, including home, auto, umbrella, pet, jewelry, and related lines.
  • Partner with internal Product and Agency Engagement teams to gather feedback, identify gaps, and represent needs back to carriers.
  • Contracting & Due Diligence Ensure completion of Financial Due Diligence and Product Due Diligence for new or expanded carrier partnerships.
  • Lead and support contract negotiations, including fee structures and rate-related components, working closely with procurement and leadership.
  • Maintain and manage expanded market agreements, monitoring compliance and performance over time.
  • Performance Management & Analytics Proactively monitor carrier performance against Ivantage and Allstate expectations for production, growth, product availability, and service quality.
  • Use reporting and data analysis (including Excel-based analysis and pivot tables) to identify trends, risks, and opportunities.
  • Drive decisions using data and insights, not gut instinct, and clearly communicate findings to stakeholders.
  • Identify emerging issues and recommend remediation strategies to support long-term success and acceleration of results.
  • Internal Collaboration & Leadership Exposure Work closely with Ivantage Sales, Agency Engagement, Reporting, and Leadership teams on a daily basis.
  • Support escalation and resolution of complex issues including commissions, reporting discrepancies, or operational challenges.
  • Participate in in-person carrier events, roadshows, and team offsites as part of Ivantage’s leadership presence in the market.
  • Serve as a subject matter expert across the organization and take on special initiatives with limited direction from senior leadership.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service