Root Inc.

Business Development Rep

• Make outbound calls to independent agencies across the Root footprint with the goal of securing an appointment with them
• Manage the onboarding process for each appointment application
• Partner with the business to target key growth markets in the agency channel
• Host regular product training for new and existing appointed agents
• Conduct monthly/quarterly business reviews as needed with agency partners that drive new writings, premium and profit goals
• Drive agent engagement through continued agent education and experience enhancements
• Provide in-depth knowledge of Root’s underwriting and business appetite to agency partners
• Collaborate with internal and external business partners to drive product adoption and improvements
• Gather, classify, and analyze agent feedback for continuous improvements
• Participate in the development, maintenance, and consistent application of standard processes across agency onboarding
• Provide input for continuous development of department guidelines and best practices
• Leverage analytical business functions, including engineering, analytics, and product teams, to identify trends and opportunities to achieve favorable results
• Use independent discretion and judgment to consistently review business areas of opportunity
• Recommend viable solutions and alternatives to identified opportunities

Business Development Representative

• Lead, coach, and develop a team of Business Development Representatives responsible for agency outreach, appointment setting, and onboarding
• Establish team goals, performance metrics, and accountability standards aligned with company growth objectives
• Oversee outbound agency acquisition strategies, including call campaigns and market targeting
• Ensure a seamless and efficient onboarding experience for newly appointed agencies
• Partner with Business Development, Sales, Product, and Analytics teams to refine go-to-market strategies and improve conversion rates
• Monitor team performance, analyze key metrics, and identify opportunities to improve productivity and outcomes
• Drive consistency in messaging, training delivery, and agency engagement practices across the team
• Support the execution of agency training programs and business reviews led by the team
• Act as an escalation point for complex agency relationships and operational challenges
• Gather and synthesize market and agent feedback to inform product, underwriting, and experience improvements
• Develop and implement scalable processes, playbooks, and best practices for agency acquisition and onboarding
• Leverage data and insights to optimize territory planning, outreach strategies, and partner performance
• Foster a culture of accountability, collaboration, and continuous improvement

Business Development Manager

Manager

• Lead multiple teams within the First-Party Medical Unit in the claims organization
• Establish processes to drive technical claim handling
• Measure, evaluate and communicate individual and team performance results
• Provide leadership across geographically dispersed teams

Senior Manager, First Party Medical

Data Analyst

• Lead and develop a team of analysts focused on our strategic partnerships channels
• Translate ambiguous business questions into analytical frameworks, experiments, and models — including forecasting and ROI modeling
• Partner with Business Development, Engineering, and Product to evaluate, onboard, and optimize partner relationships
• Build and maintain scalable dashboards and reporting infrastructure to measure partner performance and economics
• Conduct cohort, funnel, and retention analyses of actuals versus forecasts to diagnose partner effectiveness
• Own testing and measurement frameworks for partner pilots and growth initiatives
• Serve as the analytics “voice of truth” in cross-functional partner strategy discussions

Analytics Manager

Insurance

• Drive domain strategy - identify and frame complex functional and market problems across multiple states; evaluate strategic options with empirical evidence where possible; make high-quality tradeoff decisions across teams in support of profitable growth and long-term business outcomes
• Set and optimize market performance - proactively review state performance across a wide range of measures, design frameworks for analyzing market-specific problems, specify objective criteria for product and rate changes, and translate findings into meaningful pricing, underwriting, and product recommendations
• Lead cross-functional execution - plan roadmaps and milestones for initiatives that intersect with multiple teams; keep overlapping workstreams unblocked; communicate status, risks, and decision points clearly to stakeholders and senior leaders
• Advance regulatory strategy - use statutes, regulations, competitor filings, industry sources, prior experience, and legal partnership to identify compliance and product needs; write comprehensive product requirements and meaningfully contribute to filing strategy and objection responses
• Build external and internal alignment - effectively manage relationships with Departments of Insurance and other external stakeholders while leveraging relationships across Root to drive action, alignment, and better strategic decisions

Senior Insurance State Manager

Customer Success Manager

• Serve as the primary technical owner of Root's Braze platform, including architecture, configuration, governance, administration, and optimization.
• Lead the strategic migration and consolidation of customer communications from multiple internal systems and ownership groups into Root's centralized CRM ecosystem.
• Translate complex operational, servicing, product, and lifecycle communications into scalable, brand-aligned journeys within Braze and related marketing technologies.
• Design, build, launch, monitor, and optimize customer engagement programs across email, SMS, push, in-app messaging, and emerging channels.
• Design and execute customer journeys that support acquisition, remarketing, retention, servicing, and re-engagement initiatives.
• Develop audience segmentation strategies and activation frameworks to improve targeting, engagement, conversion, and customer experience outcomes.
• Lead experimentation efforts across messaging, creative, audience selection, timing, channel mix, personalization, and customer journey design.
• Collaborate with Analytics and Data Science teams to measure campaign effectiveness, evaluate incrementality, and identify optimization opportunities.
• Own Root's email deliverability strategy, including IP reputation management, domain health, authentication protocols, sender reputation monitoring, warming strategies, and inbox placement optimization and suppression frameworks.
• Partner with Marketing, Product, Operations, Engineering, Brand, and Creative teams to operationalize customer communications while ensuring Root's evolving brand identity is consistently and effectively represented across all customer communication channels.
• Partner with Engineering teams to implement and maintain customer events, integrations, data feeds, automated workflows, and technical requirements that support CRM programs and customer journey orchestration.
• Monitor, report to the Executive Leadership Team, and optimize email, SMS, and customer engagement performance metrics; develop reporting frameworks and executive-level dashboards that provide visibility into communication health and business impact.
• Troubleshoot platform, campaign, and deliverability issues to ensure reliable execution and performance.
• Stay current on emerging trends, technologies, and best practices in email, SMS, lifecycle marketing, deliverability, accessibility, customer engagement, AI-enabled capabilities, and marketing technology, translating those insights into measurable improvements.

Business Development Representative

Business Development Manager

Senior Manager, First Party Medical

Analytics Manager

Senior Insurance State Manager

Marketing CRM Lead