Senior Partner Consultant

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TruStage

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded CUNA Mutual Group, which was founded in 1935

💸 Finance

💳 Fintech

Insurance • Finance • Fintech

TruStage is a company delivering insurance, investment, and technology solutions designed to help individuals and businesses make informed and confident financial decisions. The company offers a comprehensive array of insurance products, including life, auto, home, and property insurance, as well as specialized insurance for businesses. TruStage also provides investment solutions like annuities and wealth management, along with technology solutions focused on compliance and e-commerce enablement. Recognized for helping clients manage risk and build financial security, TruStage has been serving customers since 1935 and continues to stand out as a highly-rated provider in the insurance industry.

📋 Description

• Support designated distribution partners across markets by preparing and compiling program data • Provide accurate reporting, dashboards, presentations, and data support for Relationship Managers and Sales teams • Develop and maintain high-quality, client-facing materials • Deliver clear, timely, and consistent partner communications • Maintain organized, accurate, and high-quality documentation • Improve operational consistency applying shared templates, tools, and processes • Identify errors, inefficiencies, or gaps in partner materials and workflows • Maintain strong data hygiene and system accuracy • Partner with Sales, Marketing, Operations, Enablement, and Analytics teams

🎯 Requirements

• Bachelor's degree in Marketing, Business Administration, Insurance or related field or equivalent work experience • 5-7 years of experience • Demonstrated knowledge of insurance products and services • Experience with designing and executing on new processes, artifacts, and templates • Ability to manage multiple priorities, plan projects and maintain deadlines • Ability to comprehend and follow complex processes • Demonstrated effective communication, interpersonal, and customer service skills • Ability and willingness to travel 10-15% of the time

🏖️ Benefits

• Medical • Dental • Vision • Employee assistance program • Life insurance • Disability plans • Parental leave • Paid time off • 401k • Tuition reimbursement