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Director,Investor Relations in Clearwater, FL at Heritage Insurance

Date Posted: 6/9/2018

Job Snapshot

Job Description

Position Summary:


The Director, Investor Relations will report to the President and the main responsibility is to lead investor relations initiatives and promote interest in the investment story at Heritage. Responsible for developing and maintaining a company investor relations plan and overseeing the production of annual reports, SEC filings and proxy statements.  Plays key role in leading all external communications initiatives including the creation of presentations, press releases and other communication materials for earnings releases, industry events and presentations to analysts, brokers and investors.   




  • Improve and enhance communications and transparency with investors through a variety of channels including an updated investor website, conference presentations, press releases, the annual report and every day interaction with the analyst community.
  • Work closely with C-level executives to identify effective messaging to strengthen the investment community's understanding of the business model and competitive positioning of the company.
  • Instruct management on matters of corporate governance and regulatory compliance.
  • Track market trends, opinions and reactions to Company issues and provide strategic recommendations on investment, operating and financial decisions to senior management
  • Develop and lead a schedule of investor relations events including conferences, earnings calls, CEO interview opportunities and other events
  • Track analyst reports and earnings estimates to rigorously assess the positioning of Citizens in the market. 
  • Develop plans to ensure Heritage is well positioned to meet expectations
  • Provide support to provide quarterly updates for the Board and develop the content for the CEO, CFO and other executives’ presentations to the Board on all investor related issues

Job Requirements



  • Minimum of 5 years of previous investor relations or finance experience either with a public company or an Investor Relations Agency
  • Bachelor’s degree in Finance, Economics, Communications, Public Relations or related discipline.
  • Excellent communications skills (verbal and written) required. Excellent presentation skills, ability to present in a large group setting and deliver a compelling presentation
  • Demonstrated analytical problem solving and decision making skills. Highly developed ability to describe the technical aspects of our business in terms our audience can comprehend.
  • Demonstrated ability to interact with senior management and decision makers among our target audience.
  • Must possess the ability to establish a highly professional and competent presence among meeting participants in a very short period of time.