Build trusted relationships with regional leaders of top brokerage and consultancy firms to drive partnership preference for HealthEquity.
Leverage sales savvy and data-driven strategies to help brokerages meet client needs and renew business with high-performance partners.
Collaborate with Field Sales and Operations teams to optimize win rates and respond to service escalations.
HealthEquity empowers healthcare consumers to save and improve lives through HSA and employee benefits solutions. The company is a leading provider with a mission to make HSAs as widespread as retirement accounts by 2030, fostering a culture of inclusion and personal growth.
Own and manage Gravie's national broker account relationships, serving as the primary point of contact.
Develop and execute national account plans driving growth across Gravie's Level-Funded (Comfort) and ICHRA product lines.
Build executive-level relationships with decision-makers at national brokerage firms and benefits consultants.
Gravie's mission is to create health benefits that actually benefit small and midsize businesses and their employees. They are a diverse group of unique people who have developed innovative benefit solutions and services which they deliver themselves. They tend to be non-hierarchical, merit-driven, opinionated but kind people who thrive working in a high-performance, fast-paced environment.
Execute partner enablement and GTM programs to help brokers understand and support Sparrow's solutions.
Build and nurture trust-based relationships with brokers and consultants in core West Region geographies.
Generate pipeline for Account Executives and support in pitches, RFPs, and finalist presentations.
Sparrow is a high-tech leave management solution that simplifies employee leave processes. The company has a small, diverse, highly talented, and supportive remote team across the US.
Drive net new revenue growth and expand market presence in the employee benefits and behavioral health space.
Build and manage a strategic sales pipeline, meet annual quotas, and close new business opportunities.
Develop strong relationships with brokers, consultants, and employers while providing market intelligence.
Uprise Health is a mental and behavioral healthcare company transforming the delivery and accessibility of whole person care worldwide. The company values compassion, integrity, collaboration, velocity, and advocacy, and is an equal opportunity employer.
Drive development and go-to-market execution of strategic partnerships with brokers, consultants, and channel partners.
Develop and launch innovative channel enablement programs and training to empower partners.
Identify and secure new strategic growth partnerships to expand Sparrow’s market presence.
Sparrow is a high-tech, high-touch employee leave management solution simplifying the leave process for companies and employees. The company is a diverse, highly talented, and supportive team of hardworking, collaborative, and humble individuals, with employees working remotely across the US.
Establish and maintain day-to-day business relationships with clients, becoming their first point of contact and implementing comprehensive service plans.
Coordinate open enrollment meetings, prepare communication materials, and liaise with compliance to advise on government reporting.
Resolve enrollment, eligibility, and billing issues while maintaining ongoing communication with the Client Executive.
EPIC Insurance Brokers & Consultants is one of the fastest-growing insurance firms in the industry, fueled by capable and committed people. Headquartered in San Francisco since 2007, the company has over 3,000 employees nationwide and fosters a growth-minded culture with core values of owner mindset, inspire trust, think big, and drive results.
Own the direct sales cycles and deploy sales objectives through the preparation and measuring of sales quotas, prospecting and pipeline management.
Build out Garner’s large enterprise channel by way of direct sales to employer, brokers, consultants, insurers, and providers.
Keep current with market knowledge and competitor products to effectively communicate the value proposition of a relationship with Garner
Garner Health aims to transform the healthcare economy, delivering high-quality and affordable care for all. They partner with employers to redesign healthcare benefits using clear incentives and powerful, data-driven insights. They are one of the fastest-growing healthcare technology companies.
Recruit and train new agents by promoting BenefitMall's value proposition through deep, trusted relationships and technology solutions.
Develop revenue growth strategies with agents to increase sales activity, products per customer, and understanding of specialized services.
Lead POD to service agent business, including training on carrier procedures, strategy calls, and using internal systems for tracking.
CRC Group is a leader in specialty wholesale insurance, providing benefits services through its BenefitMall brand. The company has earned a Top Workplaces USA award three years in a row based on employee feedback and insight, and its culture focuses on inclusion, trust, collaboration, and innovation.
Serve as the primary contact for CM/UM programs and operational questions related to the MyCare Platform.
Build relationships with provider offices through outreach and timely follow-up, resolving issues within defined turnaround times.
Educate providers on submission requirements, documentation, timelines, and available CM/UM resources.
Personify Health created a personalized health platform, bringing health plan administration, holistic wellbeing solutions, and comprehensive care navigation together. They serve employers, health plans, and health systems with data-driven solutions that reduce costs while improving health outcomes.
Create strategies for maximizing brand reach and provider relationships within a territory.
Cultivate new relationships and nurture existing ones through video calls, in-person meetings, events, and educational presentations.
Deliver on patient acquisition and admissions goals in collaboration with various departments.
Equip is a virtual, evidence-based eating disorder treatment program that aims to ensure everyone with an eating disorder can access effective treatment. Founded in 2019, Equip is a fully virtual company with a highly-engaged, passionate, and diverse culture.
Build and manage your own book of business as an independent insurance agent.
Leverage Keystone Advisors' extensive carrier relationships, training programs, and technology platforms.
Help clients navigate their healthcare and insurance options while growing a sustainable business.
Keystone Advisors helps independent insurance agents grow and scale their businesses through access to top carriers, dedicated contracting support, industry-leading technology, marketing resources, and ongoing training. They foster a collaborative community of successful insurance professionals and provide extensive support to independent agents.
Converse virtually with clients, weaving financial strategies that empower.
Cultivate client bonds that stand the test of time.
Ride the crest of industry trends, fortifying your knowledge.
We are a third-party recruiter helping teams find qualified candidates to enter financial services on a part-time basis. We foster a fun, energetic, and positive team environment.
Design and manage a high-impact referral program targeting top consultancies and advisors.
Identify, recruit, and develop new business relationships with leading consulting firms to drive pipeline growth.
Partner with Marketing to create enablement materials and case studies, and collaborate with Sales and Product teams on partner-sourced opportunities.
Firstup provides an intelligent communication platform to improve employee experience, serving 40 of the Fortune 100 and connecting over 17 million employees daily. The company fosters an inclusive, high-growth environment with a casual and friendly culture.
Drive revenue growth by managing agency client relationships and upselling MRI-Simmons solutions.
Serve as a trusted advisor, delivering insights and training to help clients solve business challenges.
Collaborate with sales leadership to identify expansion opportunities and conduct Quarterly Business Reviews.
MRI‑Simmons is a leading provider of consumer insights, measuring preferences and behaviors through surveys and data science. The company has been a leader for over 60 years and is majority-owned by NIQ, with a broad reach across the media ecosystem.
Work directly with clients who have requested help understanding their financial protection options.
Guide clients through a simple enrollment process and build long-term relationships.
Benefit from pre-qualified inbound leads and a step-by-step training system with no experience required.
Global Elite Empire Consultants is a third-party recruiter connecting individuals with clients who request help understanding their financial protection options. They offer a remote work environment and flexible schedule, with no cold outreach required.
Generate new leads and build a strong pipeline of potential clients through proactive prospecting, networking, and marketing efforts.
Establish and maintain long-term relationships with new and existing clients, acting as a trusted advisor for their commercial insurance needs.
Coordinate with Account managers to present comprehensive insurance proposals and quotations to potential clients, clearly explaining policy terms, conditions, and pricing.
Trucordia is built on wildly successful businesses to create the next great insurance brokerage. They offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and unrivaled opportunities for employees, clients and stakeholders. With more than 5,000 team members across 200 offices across the country, they have been ranked as one of the fastest-growing companies in the U.S. for three consecutive years.
Manage day-to-day client relationships, support issue resolution, and deliver product enhancements.
Lead Client Business Reviews with Sales, highlight ROI, and outline future strategies.
Support contract renewals, identify cross-sell and upsell opportunities, and monitor product usage.
Experian is a global data and technology company that powers opportunities for people and businesses worldwide by using data, analytics, and software to redefine lending, prevent fraud, simplify healthcare, and create digital marketing solutions. A FTSE 100 company with 23,300 employees across 32 countries, Experian fosters a people-first culture focused on inclusion, authenticity, and work/life balance.