What are the responsibilities and job description for the Strategics Partnership Manager position at Compass Insurance Advisors?
Company Description
Compass is a general agency/FMO supporting independent agents and agencies who specialize in Health, Medicare, Group, Life, and Supplemental Insurance. We believe in helping our agents and agency partners grow their business with the best systems, technology, marketing, training, support, and compliance available in the industry.
Role Description
This is a full-time, on-site role for a Strategic Partnerships Manager
based in Draper, UT. This position is responsible for identifying, developing, and expanding strategic relationships with insurance agents and agency owners nationwide. The Strategic Partnerships Manager will drive expansion by executing targeted outreach strategies, leading prospecting and engagement efforts, and converting relationships into long-term business partnerships with Compass. This role is highly sales-oriented, focused on growth, and relationship development, not an HR or traditional recruiting position. Success in this role requires strong leadership, data-driven decision-making, and the ability to deliver compelling, value-based presentations while managing teams and partnership pipelines.
Responsibilities
- Develop and execute multi-state partnership and outreach strategies based on targeted markets
- Lead and manage a team of offshore dialers to support prospecting and relationship development efforts
- Conduct weekly team meetings, training, and performance reviews
- Track, analyze, and report key performance indicators (KPIs) related to outreach, engagement, and conversion
- Review call recordings and provide coaching, feedback, and performance improvement guidance
- Calculate compensation, incentives, and performance-based payouts for team members
- Meet directly with insurance agents and agency owners with the objective of transitioning their business to Compass
- Create and deliver value-based presentations tailored to prospective partners and agencies
- Conduct consistent follow-up with prospects to advance partnership opportunities
- Attend industry events to build relationships, expand professional networks, and identify new partnership opportunities
- Collaborate with the marketing team on email campaigns, text outreach, and social media initiatives to support partner growth
- Source, analyze, and maintain accurate state-by-state partnership and recruiting data
Qualifications
- Proven experience in strategic partnerships, sales and recruitment, or growth-focused roles
- Strong leadership and team management experience, including coaching and performance oversight
- Ability to analyze data and metrics to drive strategy and improve results
- Excellent communication, interpersonal, and negotiation skills
- Comfortable conducting high-level meetings and presenting value propositions to agency owners and decision-makers
- Ability to work full-time on-site in Draper, UT
- Strong work ethic with consistency, perseverance, and accountability
- Proficiency with standard office tools (Google Workspace, Microsoft Office, etc.)
- High level of technical aptitude, including learning new platforms, CRM systems, browser-based tools, and data entry
- Exceptional attention to detail and organizational skills