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Broker Success Manager

isolved • Dubuque, IA, US • published 2026-10-23 08:05:32.237801

Description

**Job Description** The Broker Success Manager is a strategic relationship owner responsible for the engagement, retention, and growth of isolved's insurance broker and benefits broker channel. This is a proactive, outbound\-first role that requires anticipating broker needs, deepening their investment in the platform, and positioning as an indispensable partner in their clients' HCM success. The Broker Success Manager owns a defined book of broker relationships and is accountable for retention metrics, broker\-sourced pipeline contribution, and product adoption across their portfolio. **Core Job Duties** * Own a defined portfolio of broker relationships end\-to\-end, serving as the primary point of contact for strategic engagement, issue escalation, and growth conversations. * Drive broker retention by identifying at\-risk relationships early, diagnosing root causes, and executing targeted recovery plans in collaboration with internal teams. * Develop and maintain individual broker success plans that align isolved's capabilities to each broker's client base, growth goals, and competitive positioning. * Partner with Sales to convert broker engagement into qualified pipeline; track ...

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