Broker Integration Advocate

Responsibilities

• Drive consultative outreach to keep customer onboarding on track via phone, email, and other channels
• Provide exceptional consultative customer service, educating customers and anticipating their needs
• Own the onboarding journey: confirming eligibility, gathering required information, building policies, managing enrollments, and ensuring accuracy
• Review customer data against carrier eligibility standards to proactively mitigate errors and ensure quality and compliance
• Anticipate roadblocks and work with internal and external partners to ensure smooth and accurate integration of customer benefits
• Keep customers informed and engaged throughout the process

Requirements

• Minimum 3+ years of professional work experience, ideally within healthcare, health insurance brokerage, hospitality, or a fast-paced startup environment
• Experience in metrics-based roles where data accuracy and hitting KPIs are central to customer success
• Strong background in high-volume book of business under tight deadlines and seasonal peaks
• Excellent customer communication skills with experience managing professional interactions with external company partners (brokers and insurance carriers)
• Skilled problem-solver comfortable navigating ambiguity and pivoting quickly in a dynamic operational setting
• Highly self-motivated and capable of working both autonomously and collaboratively

Nice-to-Haves

• Curious about technology and excited to learn and use AI tools like Glean, Gemini, and other LLM-based AI tools

Compensation & Benefits

• Cash compensation range: $23.50/hr—$26.44/hr in Denver
• Competitive base pay, benefits, and equity (RSUs)
• Hybrid work arrangement with 2-3 days per week in office for Denver-based employees