Broker Program Manager

Summary

Join BambooHR as their first Broker Program Manager and play a crucial role in managing and expanding their health insurance broker partner program. You will obtain and maintain insurance producer licenses, serve as the Designated Responsible Licensed Producer (DRLP), and manage relationships with partner broker institutions. Responsibilities include developing enablement programs, coordinating with marketing, supporting sales and CX teams, monitoring program performance, and aligning program goals with company objectives. The ideal candidate has 3-5 years of experience in the health insurance industry, valid health insurance producer licenses, strong organizational and communication skills, and experience in partnership management. This Utah-based hybrid position offers a great company culture, paid time off, health benefits, retirement plan, and various other perks.

Requirements

• 3-5 years experience in the health insurance industry, directly working for or with brokers
• Valid health insurance producer licenses, preferably in the state of Utah and other states
• Strong organizational skills and aptitude for program management
• Excellent communication and interpersonal skills
• Experience in partnerships and partner program management

Responsibilities

• Obtain and maintain insurance producer licenses across the country
• Serve as the Designated Responsible Licensed Producer (DRLP) for BambooHR
• Ensure individual and company compliance requirements are met
• Manage the broker partner program focused on referring BambooHR clients and prospects to partner broker institutions
• Develop and implement enablement and training programs for BambooHR team members, giving our sales and CX teams access to the knowledge and resources they need to successfully refer clients to appropriate broker partners
• Coordinate with the marketing team on campaigns related to the broker partner program
• Support BambooHR sales and CX team members in conversations where clients have specific insurance questions
• Manage relationships with broker partners to ensure accurate reporting and a great customer experience
• Monitor and report on program performance and growth
• Work closely with the Director of Strategic Partnerships to align program goals with company objectives
• Measure success by the growth of the program and revenue resulting from these efforts

Preferred Qualifications

• You are currently a licensed insurance producer in the state of Utah
• You have a proven track record of successfully managing broker programs and driving growth
• You are proactive and take initiative in identifying opportunities for program improvement
• You have a growth mindset and a passion for building
• You have a passion for delivering exceptional customer experiences
• You are a collaborative team player who thrives in a dynamic environment
• You have a strategic mindset and can align program goals with broader company objectives

Benefits

• 4 weeks paid time off
• 11 paid holidays
• We pay you to go on vacation
• Medical with HSA and FSA options, dental, and vision
• 401(k) with a generous company match
• Access to a personal financial planner
• Both legal and life insurance
• We pay for a one year subscription to Financial Peace University
• Get paid to give your time to the community
• Educational Benefits
• Amazing Office Amenities . We’ve got incredible benefits at our Draper headquarters including a full size gym, pickleball courts, a great office cafe, and free fountain drinks!
• In-Person Onboarding! All new hires get to experience our in-person onboarding class, Bamboo Beginnings, at our Draper, UT headquarters!
• Flexible Work Models . In-office, work-from-home, or hybrid, depending on position and location