At a Glance
- Tasks: Manage and grow relationships with national insurance carriers and TPAs while ensuring exceptional service.
- Company: Fortify, a leader in insurance alignment and restoration solutions.
- Benefits: Competitive salary, equity participation, comprehensive health coverage, and generous PTO.
- Other info: Collaborative culture focused on integrity, urgency, and respect.
- Why this job: Join a dynamic team making a real impact in the insurance industry.
- Qualifications: 3-7 years in B2B sales or account management, preferably in insurance services.
About Us
Fortify’s roots are in restoration, and that foundation gives us credibility with carriers and policyholders alike. But we believe restoration alone isn’t enough. The industry performs better when loss is prevented where possible and response is coordinated when it’s not. Fortify is building a platform that aligns insurance carriers, property owners, and service providers across prevention, response, restoration, and rebuild. Through Fortify’s growing portfolio of operating companies—including Rytech, Insurcomm, and additional businesses we will bring into the ecosystem—this alignment is delivered at scale.
The Role
The Account Executive is a relationship-driven sales professional who manages and grows national insurance carrier and TPA relationships across Fortify's platform. This role uniquely blends strategic relationship management with tactical execution—you'll be both a strategic partner for key accounts and a hands-on executor who ensures exceptional customer service, smooth onboarding, and continuous program expansion. You will spend the majority of your time managing existing national carrier and TPA partnerships—handling everything from day-to-day inquiries to strategic business reviews—while dedicating 25–50% of your time to pursuing new carrier and TPA relationships that will drive Fortify's growth. This is a versatile, high-impact role for someone who thrives on building strong relationships, solving problems, and driving results. You understand that great account management requires both strategic thinking and flawless execution. You're comfortable engaging with operational contacts and program decision-makers alike. You bring the energy of a business developer with the discipline of a customer success professional.
The ideal candidate has experience in the insurance ecosystem, particularly with national carriers or TPAs, and understands the nuances of managed repair programs, vendor relationships, and multi-location service delivery. This role reports to the Head of Carrier & Program Sales and works closely with cross-functional teams across operations, regional leadership, and corporate functions.
Key Responsibilities
- Account Management & Strategic Relationships
- Manage a portfolio of national carrier and TPA relationships, serving as the primary contact and trusted partner.
- Build relationships at multiple levels—from operational coordinators to program decision-makers.
- Conduct regular business reviews and account check-ins to demonstrate value and identify opportunities.
- Balance strategic relationship management with tactical day-to-day execution.
- Customer Service & Operational Excellence
- Provide exceptional, responsive customer service to carrier and TPA partners.
- Lead program onboarding for new partners, ensuring smooth implementation and activation.
- Coordinate across operations, regional teams, and brands to deliver on commitments.
- Monitor program performance and proactively address issues.
- New Business Development
- Identify and pursue new national carrier and TPA relationships (25–50% of your time).
- Research and prospect target organizations through networking and outreach.
- Present Fortify's platform capabilities and develop compelling proposals.
- Collaborate with leadership to advance and close new opportunities.
- Account Expansion & Growth
- Identify opportunities to expand services and increase program utilization within existing accounts.
- Work cross-functionally to design solutions addressing carrier and TPA challenges.
- Track account health and progress toward growth targets.
- Sales Execution & Pipeline Management
- Maintain accurate pipeline records and forecasting in CRM.
- Execute account plans aligned with revenue targets.
- Prepare proposals, presentations, and RFP responses.
- Cross-Functional Partnership
- Partner with Operations, Marketing, Technology, and regional teams to deliver results.
- Serve as a liaison between carrier/TPA partners and internal Fortify teams.
- Share customer insights and feedback to inform strategy.
What Success Looks Like
- Carrier and TPA accounts retained, expanded, and performing to expectations.
- New national relationships secured and successfully onboarded.
- High partner satisfaction through exceptional service and execution.
- Revenue and growth targets achieved consistently.
- Reputation as a trusted, responsive, and strategic partner.
Who You Are
- A relationship builder who earns trust through consistent delivery and authentic engagement.
- A strategic thinker who also rolls up your sleeves and gets things done.
- A customer service champion who is responsive, organized, and detail-oriented.
- A business developer who pursues opportunities with persistence and professionalism.
- A versatile professional who thrives on variety and enjoys wearing multiple hats.
- A collaborative team player who works well across functions and levels.
Qualifications
- 3–7 years of B2B sales, account management, or customer success experience.
- Background in insurance services, property restoration, P&C claims, TPAs, managed repair programs, or adjacent industries preferred.
- Track record of managing accounts and achieving growth targets.
- Experience with both strategic relationship management and tactical execution.
- Strong customer service orientation with attention to detail.
- Excellent communication and relationship-building skills.
- Self-directed work style with accountability for results.
- Bachelor's degree in Business, Marketing, or related field preferred.
Core Skills & Capabilities
- Strategic account management and relationship development.
- Customer service excellence and responsiveness.
- Program onboarding and implementation.
- New business development and prospecting.
- Consultative and solution-oriented approach.
- Cross-functional collaboration.
- Pipeline management and CRM proficiency.
- Strong organizational and multitasking abilities.
Culture & Values
This leader embodies Fortify’s belief that better alignment leads to better outcomes. You operate with integrity, urgency, and respect for the teams delivering the work. You push hard, collaborate deeply, and help build something lasting.
What We Offer
- Competitive executive compensation with performance incentives.
- Equity participation in a PE-backed growth company.
- Comprehensive health, dental, and vision coverage.
- 401(k) with company match.
- Generous PTO and 9 paid holidays.
Strategic Account Manager in Portsmouth employer: Fortify Companies
Fortify is an exceptional employer that fosters a collaborative and dynamic work culture, where strategic thinking meets hands-on execution. Employees benefit from competitive compensation, equity participation, and comprehensive health coverage, alongside generous PTO and opportunities for professional growth within a rapidly expanding company. Located in a vibrant area, Fortify encourages relationship-building and innovation, making it an ideal place for those seeking meaningful and rewarding careers in the insurance ecosystem.
StudySmarter Expert Advice🤫
We think this is how you could land Strategic Account Manager in Portsmouth
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Fortify Companies. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Strategic Account Manager in Portsmouth
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Fortify Companies.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Fortify Companies's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Fortify Companies
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Fortify Companies.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Fortify Companies will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Fortify Companies employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
