Broker Program Manager

Please Note: This is a Utah-based hybrid position which will require some regular in-office days each week. Additionally, employment with BambooHR is contingent on passing both a background and credit check. 

As our first Broker Program Manager at BambooHR, you’ll play a crucial role in managing and expanding BambooHR's health insurance broker partner program. You’ll obtain and maintain insurance producer licenses across the country and act as the Designated Responsible Licensed Producer (DRLP) for BambooHR’s licensed health insurance subsidiary. You’ll also have a heavy focus on managing  relationships with partner broker institutions, coordinating internal enablement efforts, and ensuring a seamless customer experience.

Essential Job Duties

• Licensing and Compliance:
• 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. 
• Program Management:
• 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.
• Collaboration and Coordination:
• 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.
• Relationship Management:
• Manage relationships with broker partners to ensure accurate reporting and a great customer experience.
• Monitor and report on program performance and growth.
• Strategic 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.

What You Need to Get the Job Done

• 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.

What Will Make Us REALLY Love You 

• 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.

What You'll Love About Us

• A Great Company Culture that has been recognized by multiple organizations like Inc, and Salt Lake Tribune
• Comprehensive health, life, and disability insurance 
• Generous leave policies that include 4 weeks of vacation, 12 company holidays, parental leave, and volunteer time off so you can enjoy quality of life
• 401k plans with up to 6% company match
• $2000 Paid-Paid Vacation bonus
• EAP through Headspace
• Check out all our benefits that benefit you