Strategic Relationship Leader – Higher Education Insurance

MedPro Group; Springfield (MA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

Life and disability insurance

401(k)

Job summary

Wellfleet, a Berkshire Hathaway company, is seeking a Strategic Relationship Manager to oversee high‑level accounts, engage with clients, and drive renewals. You will present service initiatives, collaborate with underwriting and sales leadership, and ensure products meet client needs while optimizing operations.

The role requires 2+ years in client services or operations management, a relevant license, and willingness to travel nationally.

Qualifications

• Bachelor’s degree in business or related field and 2+ years of relevant client services or operations management experience.
• Possess and maintain an active and valid Accident, Health and Sales Producer license or have the ability to obtain required industry licensing.
• Demonstrated ability to communicate with external parties to develop long‑term strategic relationships.
• Knowledge of health and accident insurance.
• Knowledge of insurance within the higher education industry preferred.
• Comprehensive knowledge of administrative processes related to health insurance products, including policy filings, enrollment practices, waiver administration and audit, billing, invoicing and collections, claims reporting, analytics, underwriting practices, and customer service.
• Familiarity with purchasing practices in public and private higher education, including formal bid protocols, centers of influence on decision making, and networking avenues through local and national conferences, seminars, and industry events

Responsibilities

• Develop relationships with key decision makers and administrative staff at client accounts, including consultants and brokers where applicable.
• Lead presentations with clients, including Wellfleet service initiatives, stewardship meetings, and assist with renewal discussions.
• Identify and direct applicable marketing support to provide relevant industry updates and value prop dissemination.
• Serve as a liaison with internal account management teams to support effective client satisfaction and positive impression/satisfaction with Wellfleet brand.
• Ensure that Wellfleet products are competitively positioned based on client needs, requests, and expectations.
• Collaborate with the Underwriting team to ensure product/service requirements are clearly understood, relevant claims information has been obtained, requested aspects are documented and accounted for, and marketplace competition positions are anticipated.
• Understand the clients’ product and service requirements and works with sales and product leadership to align Wellfleet’s product development, case set‑up, underwriting and other internal resources and services to meet the clients’ needs.
• Identify inefficiencies in service deliverables across departments, reengineer processes to streamline operations, with scalable solutions to support profitability while improving client outcomes.
• Lead strategic change management efforts, minimizing disruption and maximizing adoption during process improvements and product rollouts.
• Lead communication efforts between clients, internal teams, and executive leadership, while providing necessary training to ensure all parties are aligned on objectives and fully equipped to succeed.
• Conduct thorough root‑cause analyses of operational and client‑related challenges, driving continuous improvement initiatives to address recurring issues and improve overall performance.
• Engages with client through the renewal process to achieve expected retention results.
• Perform other duties as assigned

Skills

Presentation

Verbal comms

Written comms

Strategic relationships

Travel

Education

Bachelor's degree in business or related field

Job description

Wellfleet, a Berkshire Hathaway company, is seeking a Strategic Relationship Manager to oversee high‑level accounts, engage with clients, and drive renewals. You will present service initiatives, collaborate with underwriting and sales leadership, and ensure products meet client needs while optimizing operations.

The role requires 2+ years in client services or operations management, a relevant license, and willingness to travel nationally.