Broker Growth & Retention Architect

iSolved HCM; Dubuque (IA); On-site; USD 85,000 - 110,000; Full time

Job summary

isolved is seeking a Broker Success Manager to own a defined portfolio of insurance and benefits broker relationships in the client-centric HCM space. You will drive engagement, retention, and growth through proactive outreach, insights, and collaboration with Sales, Product, and Support.

In this role you will craft broker success plans, monitor retention metrics, and help brokers adopt new features. You will prepare business reviews, surface feedback, and use CRM data to prioritize actions

Qualifications

• Minimum 3 to 5 years in customer success, account management, broker relations, or a related client-facing role.
• Demonstrated track record of owning and retaining a portfolio of external relationships.
• Experience working with or selling to insurance brokers, benefits brokers, or HR intermediaries preferred.
• Familiarity with HCM, benefits administration, or payroll platforms.
• Strong written and verbal communication skills; comfortable presenting to broker principals and small groups.
• Proficiency with CRM platforms such as Salesforce or equivalent; comfort using data to manage a book of business.

Responsibilities

• Own a defined portfolio of broker relationships end-to-end, serving as the primary contact for strategic engagement, issue escalation, and growth conversations.
• Drive broker retention by identifying at-risk relationships early, diagnosing root causes, and executing targeted recovery plans with internal teams.
• Develop and maintain broker success plans aligning isolved capabilities to each broker's client base and growth goals.
• Partner with Sales to convert broker engagement into qualified pipeline and track broker-sourced referrals and opportunities.
• Drive product adoption by educating brokers on new features, releases, and best practices; connect platform capabilities to broker outcomes.
• Serve as the voice of the broker channel, surfacing feedback, flagging trends, and advocating for product and process improvements.

Skills

Broker relations

Account management

Customer success

Sales collaboration

CRM data analysis

Tools

Salesforce

Job description

isolved is seeking a Broker Success Manager to own a defined portfolio of insurance and benefits broker relationships in the client-centric HCM space. You will drive engagement, retention, and growth through proactive outreach, insights, and collaboration with Sales, Product, and Support.

In this role you will craft broker success plans, monitor retention metrics, and help brokers adopt new features. You will prepare business reviews, surface feedback, and use CRM data to prioritize actions