Angle Health

Manager

• Own the end-to-end renewal process for an assigned book of business, serving as the primary point of contact for brokers throughout the renewal lifecycle.
• Build and maintain trusted relationships with brokers through proactive communication, responsiveness, and strategic partnership.
• Conduct renewal strategy discussions with brokers, providing guidance on pricing, plan design changes, network updates, and available renewal options.
• Deliver an exceptional customer experience while balancing retention goals and company objectives.
• Review renewal offers and analyze competitive market information to develop effective renewal strategies.
• Partner with Underwriting to identify opportunities for rate relief and retention while maintaining sound underwriting practices.
• Proactively identify renewal risks and develop action plans to improve retention outcomes.
• Negotiate renewal solutions internally to support customer retention and long-term partnerships.
• Ensure renewal deliverables are completed accurately and within established timelines.
• Collaborate with Underwriting, Account Management, Implementation, Billing, Eligibility, Product, Engineering, and other internal teams to deliver a seamless renewal experience.
• Manage multiple renewal timelines simultaneously while ensuring all deadlines are met.
• Identify opportunities to improve processes and enhance operational efficiency.
• Participate in special projects and departmental initiatives that support the continued growth and scalability of the Renewal Team.

Renewal Manager

Consultant

• Proactively engage with potential customers within your market to increase top-of-funnel candidates
• Develop and maintain deep knowledge about Angle Health's products and platform, those of our competitors, and the healthcare and health insurance industry
• Communicate Angle’s offerings clearly and compelling through language and live demos, and identify how our solutions meet prospective customers’ needs
• Maintain positive and constant communication with clients to ensure client satisfaction
• Must be willing to travel to meet with clients, however, some office time is required to meet successful goals
• Coordinate and actively shepherd groups through the sales cycle, including proposals, underwriting, contract negotiations, and finalized policies
• Work with your manager for ongoing training opportunities
• Assist in coordinating events or attending events within the insurance space to broaden top-of-funnel opportunities and Angle Health’s market exposure
• Engage with the insurance community to increase customer referrals and testimonials, and decrease customer churn rates
• Collaborate with our internal teams to successfully drive sales and close new business
• Continuously improve upon and exceed sales quotas

Benefits Consultant

Operations

• Provide administrative and operational support to multiple Renewal Managers across the department.
• Review renewal documentation for completeness and accuracy prior to routing to the appropriate internal teams.
• Coordinate the collection and organization of required renewal documentation.
• Monitor shared renewal inboxes and route requests to the appropriate team members.
• Update HubSpot, Zendesk, and internal systems with accurate notes and documentation.
• Organize and maintain electronic renewal files and shared department resources.
• Assist with quality assurance reviews to help maintain consistency and accuracy across renewal documentation.
• Own and maintain the Renewal Team's operational calendar, including renewal release schedules, internal deadlines, team milestones, and key deliverables.
• Monitor upcoming deadlines and proactively remind team members of critical dates and outstanding action items.
• Coordinate cross-functional follow-up with Underwriting, Implementation, Billing, Eligibility, Product, Engineering, and Account Management to help keep renewal activities on track.
• Escalate operational roadblocks or timing concerns to Renewal Managers and leadership when appropriate.
• Support the Renewal Team during peak renewal periods by helping prioritize administrative tasks and coordinating competing priorities.
• Support department initiatives focused on improving operational efficiency.
• Assist with documenting and maintaining standard operating procedures (SOPs).
• Maintain department templates, forms, and shared resources to ensure consistency across the team.
• Participate in testing new workflows, tools, and process enhancements.
• Assist leadership with operational projects and other initiatives as assigned.
• Coordinate internal meetings and document action items as needed.
• Maintain department documentation and shared resources.
• Assist with maintaining standardized communications and templates.
• Provide general administrative support to ensure the Renewal Team operates efficiently.

Renewal Manager

Benefits Consultant

Renewal Operations Coordinator