Broker Success & Growth Manager

iSolved HCM; Northern (KY); Presencial; USD 70.000 - 110.000; Jornada completa

Descripción de la vacante

isolved is seeking a Broker Success Manager to own a defined portfolio of insurance broker relationships, driving engagement, retention, and growth. You will partner with Sales, Product, Support, and Implementation to expand broker-sourced pipeline, improve adoption of platform features, and deliver data-driven reviews with clients.

You will proactively identify risks, craft success plans, and advocate for improvements while leveraging CRM to track activities, outcomes, and opportunities across

Formación

• Minimum 3 to 5 years of experience 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 strongly 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.

Responsabilidades

• 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 individual broker success plans that align isolved's capabilities to each broker's client base, growth goals, and competitive positioning.
• Partner with Sales to convert broker engagement into qualified pipeline; track and report on broker-sourced referrals and opportunities.
• Drive product adoption by educating brokers on new features, releases, and best practices; connect platform capabilities to broker and client outcomes.
• Serve as the voice of the broker channel internally by surfacing feedback, flagging trends, and advocating for product and process improvements.
• Prepare and lead business reviews including QBRs and annual reviews with broker stakeholders, presenting performance data, mutual wins, and forward-looking plans.
• Collaborate cross-functionally with Product, Support, Implementation, and Sales to resolve escalations and close the loop on commitments made to brokers.
• Maintain accurate records of broker interactions, success plans, risk flags, and pipeline contributions in CRM; use data to prioritize and drive decisions.
• Leverage AI tools to research broker context, draft communications, and identify engagement gaps; verify outputs before use and flag knowledge gaps.

Conocimientos

Customer success

Account management

Broker relations

CRM proficiency

Herramientas

Salesforce

Descripción del empleo

isolved is seeking a Broker Success Manager to own a defined portfolio of insurance broker relationships, driving engagement, retention, and growth. You will partner with Sales, Product, Support, and Implementation to expand broker-sourced pipeline, improve adoption of platform features, and deliver data-driven reviews with clients.

You will proactively identify risks, craft success plans, and advocate for improvements while leveraging CRM to track activities, outcomes, and opportunities across