Deal Desk Manager Job at Insurity

Insurity Remote

Who We Are

Insurity’s vision is all about empowerment. Empowering insurance organizations to quickly capitalize on new opportunities by delivering the world’s most configurable, cloud-native, easy-to-use, and intuitively analytical software. It’s also about empowering our team members through tools, training, teamwork, and professional development opportunities.

To talk the talk, we must walk the walk. We are trusted by 15 of the top 25 Property & Casualty insurance carriers and 7 of the top 10 MGAs in the U.S. today with over 400 cloud-based deployments – and more on the way. That’s proof we walk the walk. While our product suites are some of the most compelling in the industry, it’s our team members who deliver the exceptional value and unrivaled industry expertise our customers appreciate from us.

Our team tells us over and over; working at Insurity offers you the opportunity to collaborate with and learn from some of the most creative and knowledgeable minds in insurance technology. You’ll feel welcomed even before you start your first day with us through our award-winning onboarding program.

Take the first step to joining our team by applying today and we look forward to seeing #UatInsurity.

Insurity’s next Deal Desk Manager

As part of the Sales “Deal Desk” team, our Deal Desk Manager will be responsible for coordinating with internal teams to scope a customer project as well as working with the sales team to establish a customer price while overseeing the profitability of each deal and ensuring appropriate process flow approvals. They will report to the AVP of Offer Management and will have several colleagues that work together with you. You will interact with many organizations within Insurity (Sales, Legal, Product Management, Customer Experience), at all levels of the organization.

What Our Deal Desk Manager Will Do

  • Collaborate with cross-functional team members to scope the services project based on agreed-upon parameters engaging additional resources for things outside those parameters.
  • Manage assigned estimation requests – including meeting preparations, scheduling, agenda preparation, content and presenter planning, documenting and distributing minutes and action items, scheduling any follow-up sessions, etc.
  • Solicit inputs from Customer Engagement leadership on the financial, scheduling, and resourcing aspects of a proposed estimate.
  • Initiate internal and external communication throughout the defined pre-sales process via face-to-face meetings, teleconferencing, and email.
  • Coordinate development of project proposal documents including estimates, SOWs and RFP responses working closely with all partners including Sales, Legal, Product Management & Customer Engagement.
  • With minimal direction, support multiple sales teams with special pricing requests and manages large opportunities with all required parties.
  • Review financial data as related to various requests for special pricing and identify possible risks associated with service terms, product descriptions, and price concessions.
  • Provides sales teams with guidance on pricing, pricing structure, and strategy.
  • Partner with the sales team to manage the profitability and approval matrix to deliver pricing for each opportunity.
  • Uses keen business judgment and financial knowledge to defend and debate recommendations.
  • Maintains records supporting all business cases.
  • Ensures compliance with internal procedures and government regulations.
  • Ensure team productivity is meeting targets and delivering value to the field.
  • Contribute to feedback loop into the company on street pricing, implementation requirements, and customer roadblocks.
  • Identify, address, and bring issues to closure.
  • Other duties as assigned

Who We're Looking For

Demonstrate these skills at a highly proficient level:

  • Project Estimation including Scope, Financials, Risks & Assumptions
  • Understanding of Project Management methodology
  • Time management including work planning, prioritization, and organization
  • Capacity to analyze in-flight project impacts while scoping new project requests
  • Status read-outs (Sales, Legal, EPMO & Exec)
  • Insurance application software knowledge
  • Bachelor’s degree in a related field (equivalent work experience may be considered)
  • 3+ years’ experience
  • Highly Proficient knowledge of:
  • Microsoft Suite
  • Microsoft Project
  • Visio/or another diagramming tool
  • Resource Allocation / Workflow Tool (examples: Clarity, SAP, PPM, Remedy, etc.)
  • Salesforce

Where: This role can be performed remotely.

What’s In It For U

  • Flex First Workforce: Do your work best from home or from one of our office locations; it’s your choice.
  • Generous Time Off: Our leadership believes in taking the time you need when you need it through our Open PTO Policy.
  • Day One Health Benefits + Employer-Matched Retirement Savings: You might think these are table stakes, but we know these matter to you.
  • More Than Just Core Values: Our values are fundamental in how we attract, train, and retain top talent.
  • Award-Winning Onboarding Program: We set you up from the get-go to make a significant impact from Day One and follow you through your entire first year.
  • Real Career Growth Opportunities: We love to promote from within with over 20% of our open roles filled through internal applicants last year.
  • Mentorship Program: We support a champion culture and growth mindset by pairing you with experienced, talented leaders to help you grow personally and professionally.
  • Internal Networking: Build relationships, network, collaborate, and stay connected with colleagues internally with our one-of-a kind online Coffee for Two program.
  • Continuous Learning Opportunities: Own your development with your own LinkedIn Learning + Ted@Work + Kaplan licenses.
  • Discounted University Tuition: Employees and their families can start or continue their university career with less out-of-pocket investment through our partnerships with the University of Arizona Global Campus.
  • Employee Referral Bonus: Once you come onboard, give Insurity the biggest compliment you can give by referring someone to work here and earn a cash bonus.

We have five Core Values at Insurity; one of which is to Act with Integrity. Providing pay transparency helps you make the best decision for you. We continuously analyze and update our salary ranges for our roles according to market trends to not only ensure our employees are paid fairly, but also help close gender, race, and disability wage gaps. Along with the benefits listed above, the salary range for this role is $70,000-$125,000, commensurate with experience.

Insurity is proud to be an Equal Opportunity Employer

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

#LI-REMOTE




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