Renewal Manager

This is a fully remote position, open to applicants in Florida, +1 more state.

📋 Description

• Take ownership of the complete renewal process for a designated portfolio, acting as the primary liaison for brokers throughout the renewal journey.

• Establish and nurture strong relationships with brokers through proactive engagement, responsiveness, and strategic collaboration.

• Facilitate renewal strategy discussions with brokers, offering insights on pricing, modifications in plan design, network updates, and available renewal choices.

• Provide an outstanding customer experience while balancing retention objectives and company goals.

• Evaluate renewal proposals and analyze competitive market data to create effective renewal strategies.

• Collaborate with Underwriting to pinpoint opportunities for rate adjustments and retention while adhering to sound underwriting principles.

• Actively identify renewal risks and devise action plans to enhance retention results.

• Negotiate internal renewal solutions to support customer retention and foster long-term partnerships.

• Ensure that renewal deliverables are completed accurately and within set timelines.

• Work alongside Underwriting, Account Management, Implementation, Billing, Eligibility, Product, Engineering, and other internal teams to provide a seamless renewal experience.

• Coordinate internal resources to address customer issues and eliminate operational barriers.

• Collaborate with the Renewal Operations Coordinator to ensure that documentation, administrative responsibilities, and operational workflows are handled efficiently.

• Escalate complex issues as necessary while retaining ownership of the customer experience.

• Keep precise renewal records within HubSpot, Zendesk, and internal systems.

• Manage multiple renewal timelines simultaneously, ensuring that all deadlines are adhered to.

• Identify opportunities to enhance processes and improve operational efficiency.

• Engage in special projects and departmental initiatives that promote the ongoing growth and scalability of the Renewal Team.

⛳️ Requirements

• Bachelor's degree in Business, Communications, Healthcare Administration, or a related field, or equivalent professional experience.

• 5+ years of experience in employee benefits, health insurance, account management, customer success, renewals, underwriting support, or a related field.

• Strong knowledge of employer-sponsored health insurance and the renewal lifecycle.

• Excellent verbal and written communication skills.

• Outstanding organizational and project management capabilities.

• Strong analytical and problem-solving skills.

• Ability to juggle multiple priorities in a fast-paced setting.

• Customer-centric mindset with the ability to cultivate strong professional relationships.

🏝️ Benefits

• Competitive compensation and stock options

• 100% company-paid comprehensive health, vision & dental insurance for you and your dependents

• Supplemental Life, AD&D, and Short-Term Disability coverage options

• Discretionary time off

• Relocation assistance

• Paid parental leave and flexible return-to-work policy

• Work-from-home stipend for remote employees

• Company-provided meals for in-office employees

• 401(k)

• Opportunity for rapid career progression

• Other benefits coming soon!