Monitor daily inventories/queues across Research & Resolution (R&R) and SIU; ensure staffing, prioritization, and workload balance align to volume and business risk
Works with internal partners to ensure a successful launch of the pet insurance employee benefit across various organizations.
Acts as a real-time post‑sale consultative partner to HR teams, Benefits Brokers, and Benefit Administration platforms to ensure a smooth rollout and ongoing benefit engagement.
Owns client‑level go‑to‑market (GTM) plan execution, partnering closely with Partner Marketing to align on agreed‑upon marketing priorities, coordinate campaigns, and support employee engagement and enrollment initiatives.
Builds and maintains strong, long‑lasting relationships with HR leaders, benefits brokers, and benefit technology partners to support successful benefit delivery and ongoing engagement.
Develops trusted advisor relationships with key accounts, customer stakeholders, and internal business units to support long-term client satisfaction and benefit adoption.
Coordinates ongoing benefit support including eligibility updates, enrollment changes, open enrollment planning, and employee engagement strategies.
Partners with brokers and HR teams to evaluate program performance, identify and execute opportunities for growth within existing partnerships, and ensure ongoing competitiveness.
Develops new business within existing client groups and identifies opportunities to expand participation and enrollment.
Serves as the lead point of contact for all client account management matters, including benefit questions, enrollment inquiries, and escalations.
Collaborates with Benefit Admin platforms and internal technical teams to support file feeds, enrollment connections, and successful benefit configuration.
Assists in onboarding new client groups, coordinating implementation timelines, training sessions, and rollout communications to ensure a seamless and consistent experience.
Supports renewal preparation by collaborating with brokers and HR teams, providing utilization insights, and ensuring timely retention activities.
Performs other duties and responsibilities as assigned.
Requirements
5 years relationship management, account management, or related experience, preferably within employee benefits, voluntary benefits, insurance, or HR-facing environments.
Associate’s Degree or equivalent work experience (One year of relevant experience is equivalent to one year of college)
Have and maintain a Property & Casualty License, or must obtain within 45 days of hire.
A client‑focused mindset with a passion for delivering an exceptional experience to HR teams, brokers, and employer groups
Strong relationship‑building skills and the ability to earn trust with diverse stakeholders
Clear and confident communication skills, with the ability to simplify complex benefit concepts for clients and internal partners
A proactive, solution‑oriented approach to identifying needs and resolving client issues
Benefits
Comprehensive full medical, dental and vision Insurance
Basic Life Insurance at no cost to the employee
Company paid short-term and long-term disability
12 weeks of 100% paid Parental Leave
Health Savings Account (HSA)
Flexible Spending Accounts (FSA)
Retirement savings plan
Personal Paid Time Off
Paid holidays and company-wide Wellness Day off
Paid time off to volunteer at nonprofit organizations