Coordinate employer benefit implementations from post-sale handoff through employee enrollment and post-enrollment review. Manage timelines, case checklists, employer and broker communications, census validation, platform and partner readiness, employee enrollment logistics, application closeout, funding and payroll coordination, and service handoff. Track issues, deadlines, documentation, and responsibilities across internal teams, carriers, technology partners, and administrators while ensuring compliance and a smooth employer and employee experience.

Owns end-to-end lifecycle and ad hoc email and SMS campaigns using Iterable. Responsibilities include workflow development, audience segmentation, content coordination, testing, launches, performance analysis, A/B testing, platform administration, and continuous optimization. Partners with Marketing, Brand, Design, Legal, Sales Operations, and other stakeholders to improve customer engagement, campaign effectiveness, and business outcomes.

Drives B2B workplace insurance growth through agency and distribution partnerships. Designs ICHRA contribution strategies and level-funded plan structures, integrates benefits administration and enrollment platforms, bundles ancillary and supplemental products, and consults with brokers and HR executives on ACA, HRA, financial, and retention strategies. Expands distribution through new agency and affinity-group partnerships while managing sales performance and P&L responsibilities.