Director, Consultant and Broker Relations Job at Personify Health

Broker Market Analyst

In the role of a Broker Market Analyst, you create interest and drive brand and ...

Location

United States

Salary:

Not provided

Personify Health

Expiration Date

Until further notice

Requirements

Proven success in sales/marketing in TPA and or Benefit Administration
Outgoing, positive, friendly, and a master communicator
Demonstrated history in exceeding performance goals and quotas
Experience selling enterprise products/services with a focus on value-based selling methodologies
Strong communications and understanding of how to identify consultant and broker needs and map business value
Adept in using Salesforce.com, Hubspot and Microsoft Office applications
Internet and research savvy using online resources such as LinkedIn and ZoomInfo to identify contacts within target companies
Proficient in managing multiple simultaneous qualification and sales processes
Strong understanding of target consulting and brokerage firms and range between core job deliverables to solving business problems
Must quickly assess a business situation or scenario and develop plans to address challenges or capture opportunities

Job Responsibility

Qualify all incoming consultant & broker inquiries generated through web and marketing campaign leads
Use lead sourcing directives on target geographic markets and contact roles to influence lead sourcing
Source new consultant/broker leads through online research leveraging multi-modal broker prospecting tools, LinkedIn and more
Successfully set up strategic alignment meetings for the consultant & broker relations team (via email)
Strategic sales capabilities that include a high comfort level communicating with defined consultant & broker contact roles within a consulting/brokerage firm
Educate leads/contacts regarding Personify Health’s value and key positioning pillars
solution differentiation from market alternatives
Prospect into target consulting/brokerage firms to find new contacts and revenue opportunities
Develop and articulate high-impact messaging that resonates with consultants and brokers
Consistently logging lead, contact, account, and qualification data in Salesforce.com Report weekly metrics

What we offer

Comprehensive medical and dental coverage
Mental health support and wellness programs
Flexible work arrangements
Retirement planning support
Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection
Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage
Professional development opportunities and clear career progression paths
Mentorship from industry leaders
Learning budget
Unlimited PTO policy

Fulltime

Director, Consulting Relations

Your North Star: Execute our strategy for building and maintaining strong partne...

Location

United States

Salary:

160000.00 - 180000.00 USD / Year

Pomelo Care

Expiration Date

Until further notice

Requirements

7+ years of experience in the healthcare benefits industry
3-5 years of experience in consultant relations required
3-5 years of benefits consulting experience preferred
Proven track record of building and managing strategic partnerships with healthcare benefits brokers and consultants
Strong consulting and broker contacts and relationships in the employer benefits space
Exceptional relationship-building, negotiation, and communication skills, with the ability to communicate effectively at all levels of an organization
Strong presentation skills, including the ability to articulate product vision and establish credibility with stakeholders
Strategic thinker with analytical abilities focused on driving business growth and value
Experience working independently, prioritizing tasks, and managing multiple priorities in a fast-paced, agile environment
Ability to work collaboratively across functions and influence stakeholders at all levels

Job Responsibility

Strategic Partnership Development: Design and execute a partnership strategy to expand market reach, build and formalize relationships with key healthcare practices and consultants, and align efforts with organizational growth goals
Relationship Management: Serve as the primary contact for consultant relations, nurturing existing partnerships, cultivating new relationships, and conducting regular meetings, presentations, and training to promote Pomelo partnerships
Insights and Market Analysis: Stay updated on industry trends and market dynamics, providing valuable insights to inform product, sales, and marketing strategies while optimizing partnership performance
Cross-Functional Collaboration: Work closely with sales, marketing, product, and customer success teams to develop messaging and materials tailored to consultant needs and represent the voice of the consultant internally
Performance Metrics and Reporting: Define KPIs, track outcomes, and provide senior leadership with regular updates, using data-driven insights to refine and improve partnership strategies

What we offer

Competitive healthcare benefits
Generous equity compensation
Unlimited vacation
Membership in the First Round Network (a curated and confidential community with events, guides, thousands of Q&A questions, and opportunities for 1-1 mentorship)

Director, Consulting Relations

Execute our strategy for building and maintaining strong partnerships with healt...

Location

United States

Salary:

160000.00 - 180000.00 USD / Year

Pomelo Care

Expiration Date

Until further notice

Requirements

7+ years of experience in the healthcare benefits industry
3-5 years in benefits consulting
Proven track record of building and managing strategic partnerships with healthcare benefits brokers and consultants
Strong consulting and broker contacts and relationships in the employer benefits space
Exceptional relationship-building, negotiation, and communication skills
Strong presentation skills
Strategic thinker with analytical abilities
Experience working independently, prioritizing tasks, and managing multiple priorities in a fast-paced, agile environment
Ability to work collaboratively across functions and influence stakeholders at all levels
Regular travel is expected

Job Responsibility

Strategic Partnership Development: Design and execute a partnership strategy to expand market reach, build and formalize relationships with key healthcare practices and consultants, and align efforts with organizational growth goals
Relationship Management: Serve as the primary contact for consultant relations, nurturing existing partnerships, cultivating new relationships, and conducting regular meetings, presentations, and training to promote Pomelo partnerships
Insights and Market Analysis: Stay updated on industry trends and market dynamics, providing valuable insights to inform product, sales, and marketing strategies while optimizing partnership performance
Cross-Functional Collaboration: Work closely with sales, marketing, product, and customer success teams to develop messaging and materials tailored to consultant needs and represent the voice of the consultant internally
Performance Metrics and Reporting: Define KPIs, track outcomes, and provide senior leadership with regular updates, using data-driven insights to refine and improve partnership strategies

What we offer

Competitive healthcare benefits
Generous equity compensation
Unlimited vacation
Membership in the First Round Network (a curated and confidential community with events, guides, thousands of Q&A questions, and opportunities for 1-1 mentorship)

Regional Sales Director

Personify Health is on a mission to simplify and personalize the health experien...

Location

United States

Salary:

140000.00 - 180000.00 USD / Year

Personify Health

Expiration Date

Until further notice

Requirements

Bachelor’s degree or equivalent experience
10 years of experience in employee benefit commercial sales and employee benefit design
Demonstrable track record of success in consultative sales/business development roles selling complex/multi-stakeholder healthcare services, benefits, and/or related services
Deep knowledge of employee benefits, self-funded employer groups, other TPAs, and broker dynamics
Active and productive relationships in the brokerage community required
Fluent in self-funded and stop loss models with intermediate understanding of PBM landscape

Job Responsibility

Work directly with broker/consultant advisors and their employer prospects to initiate, manage and close sales of Personify Health self-funded solutions
Develop strategic territory plans to maximize new sales revenue in assigned geographic market segments
identify customer targets, formulate, and execute sales plan for successful stakeholder engagement to achieve and exceed sales goals
Create and cultivate authentic and productive relationships with current and future business partners both internal and external, including brokers and consultants
Provide meaningful insights and leading indicators of revenue growth and risk to leadership and internal stakeholders
maintain accurate pipeline data, forecasts and reporting for your assigned territory as directed by Commercial Leadership
Passionately educate and advocate on behalf of the Personify Health model, and its documented track record of exceptional cost savings, care quality, member and client satisfaction
Work with Account Management for optimal customer implementations
maintain contact with customers after implementation to ensure positive customer experience
Work cross-functionally to improve our processes and products and provide recognition to those supporting the success of our team

What we offer

Comprehensive medical and dental coverage through our own health solutions
Mental health support and wellness programs designed by experts who get it
Flexible work arrangements that fit your life, not the other way around
Retirement planning support to help you build real wealth for the future
Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection
Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage
Professional development opportunities and clear career progression paths
Mentorship from industry leaders who want to see you succeed
Learning budget to invest in skills that matter to your future
Competitive base salary plus that rewards your success

Fulltime

Director of Benefits

Robert Half Management Resources is seeking a Director of Benefits to support ou...

Location

United States , Los Angeles

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 10–15 years of progressive experience in employee benefits
At least 5 years in a leadership role
Proven expertise in managing self-funded health plans and navigating related complexities
Strong knowledge of regulatory frameworks impacting employee benefits programs
Advanced financial acumen, including budgeting, forecasting, and reserve analysis
Experience managing large-scale benefits operations across multiple legal entities
Skilled in addressing complex benefits issues and ensuring compliance with applicable policies
Ability to collaborate effectively with vendors, brokers, and internal teams to ensure seamless operations
Strong problem-solving and communication skills to guide employees and HR teams on benefits-related matters

Job Responsibility

Manage the design, implementation, and ongoing administration of U.S. employee benefits programs, including health, dental, vision, pharmacy, life insurance, disability, and wellness offerings
Oversee self-funded medical plans, ensuring effective vendor communication and plan management
Coordinate benefits operations across a multi-entity organization while maintaining compliance and accuracy
Develop financial strategies for health plans, including budgeting, forecasting, and reserve analysis
Conduct financial modeling to assess the impact of proposed plan changes
Ensure adherence to regulatory frameworks and fiduciary requirements by maintaining audit readiness and internal controls
Address complex employee benefits issues, including eligibility discrepancies and claims concerns, serving as the escalation point for resolution
Collaborate with payroll teams to troubleshoot and resolve benefits-related deduction errors
Act as the primary liaison with brokers, consultants, and carriers, overseeing vendor performance and compliance
Identify opportunities to streamline processes and improve employee understanding of available benefits

What we offer

medical, vision, dental, life and disability insurance
401(k) or deferred compensation plan (if eligible)
paid time off for vacation, personal needs, and sick time
paid holidays
Choice Time Off (CTO)
up to 10 paid holidays per calendar year

Senior Associate - Internal Audit

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

CNM LLP

Expiration Date

Until further notice

Requirements

Bachelors degree from an accredited university in Accounting, Economics, Business Management, Finance or related
Minimum 3 years of experience in financial services at public accounting firm, professional services firm, or financial institution with emphasis on risk and compliance and Internal Audit
Experience with subject matter related to financial service/banking products, services, lines of business, regulations, and environments, with emphasis on any engagements performed for regional, super regional or large global banks
Foundational knowledge of banking terminology, regulators, risks and controls, with experience applying them in comprehensive, risk-based internal audits.
Exceptional people, project and client management skills gained by working in multiple, professional environments
Ability to communicate effectively, clearly and concisely – also able to assess situations and ensure responses are well suited to various business situations
Experience translating complicated issues into simple and easy to understand terms to guide clients and provide information
Ability to adapt to unexpected changes in timelines, deadlines and scope of work

Job Responsibility

Partner with high energy, high performing project teams to work on internal audit engagements within the financial services industry, including regulated financial institutions, fintech companies, mortgage companies, broker dealers and investment companies
Consult and advise key stakeholders on various aspects of their governance, risk and controls programs
Create process narratives, identifying key controls, and conclude on the design of identified controls
Perform operating effectiveness testing by selecting samples and testing attributes
Present results to key constituents and stakeholders, including process owners, internal audit directors, and members of executive management
Demonstrate clear and concise writing and verbal skills to communicate complex issues in simple terms to clients and team members
Produce quality deliverables evidenced through minimal review time and review notes
Active improving technical and project management skills through on-the-job feedback, performance evaluations, mentoring, and firm-sponsored formal training programs including monthly CPE and Subject Matter Expert (SME) training
Respond to client needs, acting as a primary contact with clients
Balance competing priorities with minimal client disruptions, while maintaining project progress

Fulltime

Senior Associate - Internal Audit

CNM LLP is searching for a Senior Associate to join the high performing Internal...

Location

United States , Los Angeles

Salary:

100000.00 - 115000.00 USD / Year

CNM LLP

Expiration Date

Until further notice

Requirements

Bachelors degree from an accredited university in Accounting, Economics, Business Management, Finance or related
Minimum 3 years of experience in financial services at public accounting firm, professional services firm, or financial institution with emphasis on risk and compliance and Internal Audit
Experience with subject matter related to financial service/banking products, services, lines of business, regulations, and environments, with emphasis on any engagements performed for regional, super regional or large global banks
Foundational knowledge of banking terminology, regulators, risks and controls, with experience applying them in comprehensive, risk-based internal audits
Exceptional people, project and client management skills gained by working in multiple, professional environments
Ability to communicate effectively, clearly and concisely – also able to assess situations and ensure responses are well suited to various business situations
Experience translating complicated issues into simple and easy to understand terms to guide clients and provide information
Ability to adapt to unexpected changes in timelines, deadlines and scope of work

Job Responsibility

Partner with high energy, high performing project teams to work on internal audit engagements within the financial services industry, including regulated financial institutions, fintech companies, mortgage companies, broker dealers and investment companies
Consult and advise key stakeholders on various aspects of their governance, risk and controls programs
Create process narratives, identifying key controls, and conclude on the design of identified controls
Perform operating effectiveness testing by selecting samples and testing attributes
Present results to key constituents and stakeholders, including process owners, internal audit directors, and members of executive management
Demonstrate clear and concise writing and verbal skills to communicate complex issues in simple terms to clients and team members
Produce quality deliverables evidenced through minimal review time and review notes
Active improving technical and project management skills through on-the-job feedback, performance evaluations, mentoring, and firm-sponsored formal training programs including monthly CPE and Subject Matter Expert (SME) training
Respond to client needs, acting as a primary contact with clients
Balance competing priorities with minimal client disruptions, while maintaining project progress

What we offer

Training events to ensure CPE compliance
Medical, Dental, Vision Plans
401(k) match
PTO: 15 days accrued per year
Company paid holidays, including company shutdown the week between Christmas and New Years
3 wellness days
Various opportunities for peer engagement: quarterly huddles, happy hours, summer and a holiday party
Monthly mobile reimbursement- $80
Reimbursement allowances: flex, technology, and health and wellness
Fully stocked kitchen

Fulltime

Insurance advisor- liability

Are you looking to put your property and casualty insurance expertise to work on...

Location

Canada , Montréal

Salary:

88000.00 - 114000.00 CAD / Year

Randstad

Expiration Date

March 29, 2026

Requirements

University degree in law or a related field
College diploma (DEC) in Insurance and Financial Services Consulting or equivalent, and ten (10) years of experience as a risk manager for large companies or as a broker managing major accounts with complex liability insurance issues
Excellent analytical and problem-solving skills
Superior verbal and written communication skills in French and English
Creativity, curiosity, and problem-solving skills
Values respect, collaboration, and teamwork
Sense of responsibility, rigor, autonomy, and professionalism
Influencing and negotiation skills
Judgment and discernment

Job Responsibility

Respond to daily inquiries regarding civil liability, professional liability, and directors' and officers' liability insurance
Implement and monitor insurance coverage for facilities related to aeronautics and pollution
Participate in the implementation, management, and improvement of insurance coverage for specific sectors and client groups
Analyze the needs of facilities and collaborate on the implementation of insurance coverage
Support and answer facility inquiries regarding the scope and application of insurance coverage
Analyze needs and collaborate in the implementation of insurance coverage for midwives' activities
Analyze the needs of institutions, implement aviation insurance coverage, and issue policies
Analyze the needs of institutions, implement insurance coverage for users of services programs for individuals with physical disabilities (PD), intellectual disabilities (ID), and autism spectrum disorder (ASD), and issue policies
Monitor insurance coverage available on the market
Collaborate on the renewal of insurance coverage

What we offer

A unique opportunity to actively contribute to the entire Quebec health network
13 statutory holidays and 9.6 annual sick days
A defined benefit pension plan (RREGOP) administered by Retraite Québec
A competitive annual salary based on experience
Flexible working hours and a hybrid work policy
Opportunities for training and professional development
An employee and family assistance program, including telemedicine
An organizational culture focused on humanity, innovation, and excellence
Various team activities led by an innovative Social Club

Fulltime

Director, Consultant and Broker Relations

Personify Health

Location:
United States

Category:
Sales

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 02, 2026

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