Partner with senior team members to leverage account management systems and dashboards to identify opportunities for revenue growth.
Consult with clients on planning, executing, and analyzing tailored engagement strategies to drive member activation and retention.
Lead client engagement initiatives, collaborating with Marketing and cross-functional teams to design events and support new account implementations.
Crossover Health is a national, team-based medical group delivering an innovative Primary Health model that integrates primary care, physical medicine, mental health, and more. The company focuses on wellbeing and prevention, and it is building a community of members that embraces healthcare as a proactive part of their lifestyle, fostering a collaborative and interdisciplinary culture.
Set strategic vision for client service excellence across a complex benefits administration environment.
Oversee performance management, team development, and cross-functional execution as a senior escalation point.
Collaborate with clients, project management, and customer success teams to drive retention, growth, and high-quality service delivery.
Our partner provides technology-enabled benefits administration solutions. They focus on client service excellence and operate in a complex benefits administration environment.
Manage an assigned employee benefits book of business, delivering high-quality service and overseeing renewals, implementations, and benefits administration.
Lead the account team, directing Account Coordinators to maintain productivity, accuracy, and service standards.
Serve as a trusted advocate for clients, coordinating with carriers and stakeholders to resolve issues and identify growth opportunities.
The company specializes in employee benefits and insurance services. It fosters a supportive, collaborative, and respectful work environment with a focus on work-life balance and professional growth.
As an Engagement Manager, you lead customer implementations and ensure healthcare organizations realize value from Axuall's solutions.
You develop implementation strategies, build trusted partnerships, and coordinate cross-functional teams to deliver successful business outcomes.
The ideal candidate brings experience in enterprise software implementation, project management, and customer success, preferably in healthcare.
Axuall is a clinical workforce intelligence company that provides a national real-time practitioner data network to healthcare organizations. The company is backed by over two dozen leading healthcare organizations and focuses on improving clinical workforce efficiency.
Lead Voice of Agent data analysis to identify trends, root causes of friction, and opportunities for improvement across the independent agent lifecycle.
Manage cross-functional initiatives with Sales, Product, Technology, and Underwriting to design and test solutions that drive measurable business outcomes.
Collaborate with Sales leadership and analytics teams to align agent experience priorities with business growth goals.
Mercury Insurance is a property and casualty insurance provider focused on helping people reduce risk and overcome unexpected events. They have a collaborative culture with a focus on inclusion and offer competitive benefits, professional development, and advancement opportunities.
Guide US and global clients from pre-contract to go-live, building playbooks and workflows for seamless onboarding.
Own the program end-to-end, including kickoff calls, SSO setup, milestone tracking, and client communication.
Act as a trusted advisor to HR leaders, designing engagement strategies that drive utilization.
LearnLux is a provider of workplace financial wellbeing, blending digital planning with access to financial planners. The company is venture-backed, has raised over $35M, and fosters a fast-paced, growth-focused culture.
Develop immediate and practical experience in securing new sales in a growing market.
Manage a sales territory and drive implementation of effective sales strategies.
Provide updates to leadership and research market conditions to capitalize on opportunities.
Cotiviti is a healthcare software and services company specializing in payment integrity and coordination of benefits solutions for health plans. They operate in a fast-paced, high-growth environment with a focus on performance and innovation.
Own the success, retention, and growth of a portfolio of health plan clients.
Lead recurring client meetings, executive business reviews, and performance discussions.
Identify client risks, performance gaps, and emerging needs, and drive plans to address them.
Papa provides vital social support by pairing older adults and families with companions to reduce loneliness and improve health. Backed by top investors, Papa is a people-first company with a culture focused on community and belonging.
Lead, coach, and mentor a remote sales team to achieve high performance.
Engage with clients via virtual consultations to explain benefits and coverage.
Work with qualified company-provided leads to drive business growth.
Our partner company provides benefits and insurance solutions to clients across the United States through virtual consultations. They foster a positive, accountable, and high-performing culture with a strong emphasis on leadership development and professional growth.
Act as a trusted advisor and primary contact for assigned client relationships, driving adoption and value realization.
Own the client lifecycle from onboarding to renewal, collaborating cross-functionally to ensure satisfaction and growth.
Monitor client health, identify risks, and coordinate resources to mitigate issues and foster long-term success.
Origami Risk delivers single-platform SaaS solutions that help organizations navigate risk, insurance, compliance, and safety management. Founded by industry veterans, the company is an equal opportunity employer focused on client success and inclusivity.
Lead continuous improvement initiatives across insurance operations, using operational data and customer insights to identify inefficiencies and develop scalable solutions.
Drive operational reviews, quality programs, audit preparation, and controls to maintain regulatory compliance and high-quality policyholder experiences.
Partner cross-functionally with Product, Engineering, Compliance, and carrier teams to resolve complex issues and improve operational performance.
Our partner is a technology-driven insurance company focused on customer operations, regulatory compliance, and scalable process improvement. They foster a collaborative, inclusive, and fast-paced workplace culture with a focus on innovation and continuous improvement.
Lead the development and execution of IOA's Management Liability practice strategy, ensuring a differentiated market presence.
Provide expert guidance on D&O, EPL, Fiduciary, Crime, and Kidnap & Ransom coverages, partnering with Producers and Account Managers.
Drive carrier and market strategy, evaluate conditions, and deliver coverage consulting for complex client engagements.
Insurance Office of America (IOA) is one of the largest privately held independent insurance brokerages in the United States, providing property and casualty, employee benefits, and personal lines insurance and risk management solutions. Founded in 1988, IOA has more than 1,500 associates in over 60 offices, fostering a respectful culture with a commitment to community service and work-life balance.
Build relationships with benefits consultants and brokers across the U.S., identifying opportunities to strengthen partnerships.
Develop a deep understanding of LearnLux's product and value proposition to educate consultants effectively.
Serve as a feedback loop to internal teams and collaborate with sales to support strategic plans and prospecting efforts.
LearnLux is a provider of workplace financial wellbeing, blending digital planning with access to Certified Financial Planner™ professionals. As a remote-first startup backed by prominent investors, we foster a supportive, inclusive team culture focused on employee growth and wellbeing.
Own the insurance vertical and build repeatable sales motion.
Leverage deep insurance relationships to close complex, multi-stakeholder deals.
Educate the market on Checkr Trust's value in underwriting and risk management.
Checkr builds a data platform to power safe and fair decisions. They serve over 140,000 companies and are recognized on the Forbes Cloud 100 list, with a culture that thrives on solving complex problems.
Maintain client satisfaction and expand employer services within assigned territory for Experian's Employer Services.
Drive sales and provide superior customer experience, interacting with business unit leaders, VP, and C-level contacts.
Initiate client-facing sales efforts, consult with clients to construct solutions, and close deals to grow the portfolio.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. They operate across markets from financial services to healthcare, automotive, and more, with a team of 25,200 people in 32 countries.
Serve as the second escalation point for complex client issues and support executive leadership with strategic updates.
Lead and mentor the implementation team, driving high-quality planning and cross-functional collaboration.
Develop strategies to meet performance guarantees and enhance client satisfaction through proactive decision-making.
AffirmedRx is a pharmacy benefit management company dedicated to improving healthcare outcomes by bringing clarity, integrity, and trust to the industry. They foster a culture of teamwork and integrity, with a focus on clinical excellence and transparency.
Delivers independent client support, handling complex service tasks and supporting renewals with limited oversight.
Serves as a technical resource for HRIS and enrollment platforms, benefits communications, and standard reporting.
Responds to complex client questions and manages defined lifecycle tasks while informally guiding peers.
IMA Financial Group is an independent insurance brokerage that provides a wide range of insurance and financial solutions. The company is large enough to serve clients globally but small enough to implement ideas quickly, and it has been recognized as a Best Place to Work by multiple publications and as one of the fastest-growing companies.
Create cardholder journey maps and analyze VoC data to identify trends and root causes of customer issues.
Develop CX roadmap and lead implementation of systems and processes to improve customer experience.
Champion customer perspective across the organization and report on key performance indicators.
Marqeta is a publicly-traded company on a mission to change the way money moves, enabling embedded finance with a card issuing platform. We foster a flexible-first culture that values innovation, collaboration, and customer centricity.
Define strategic priorities for the onboarding experience, balancing member needs with business objectives.
Lead cross-functional collaboration across Marketing, Digital, Analytics, and Operations to drive execution.
Develop measurement frameworks and executive communications to ensure program visibility and accountability.
The company is a healthcare organization focused on transforming the consumer onboarding experience. They are a large enterprise with a collaborative culture and a commitment to innovation.