Director

• Lead daily operations for quoting and presale support across 2–499 lives
• Provide people leadership: hire, onboard, coach, and develop a high-performing team; set clear expectations and manage performance with transparency and consistency
• Establish operating routines: weekly huddles, queue management, TAT adherence, and quality controls
• Ensure compliance, accuracy, and timeliness in all quoting activities
• Manage team performance metrics including turnaround time, quality, and responsiveness
• Coach and develop Quote Specialists and Sales Support Consultants
• Expand broker relationships and improve service experience to support growth
• Monitor and drive improvements in process, quote volume, close ratios, and premium won
• Collaborate cross-functionally with Sales & Relationship Management (S&RM), Underwriting, Onboarding, Billing/Commissions, and Product to deliver cohesive pre-sale to install handoffs
• Champion adoption of rating platforms
• Identify and implement automation opportunities to streamline workflows
• Lead readiness and adoption of platform and process transformation
• Redesign processes for future-state efficiency and scalability
• Driving growth through innovation, including new product bundles and cross-sell strategies
• Collaborate with cross-functional partners to penetrate new markets and segments
• Leverage data and analytics to inform decisions and accelerate premium growth.

Assistant Director, Customer Acquisition, Employee Benefits

Business Director – Emerging Payments Strategy, Analytics

Director of Payer Relations, Contracting

Franchisee, Fractional C-Suite, Part-Time Director

Associate Director, Clinical Pharmacology Lead

Patient Access Director, Primary Care