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ParetoHealth is a healthcare benefits company founded in 2011 to help small and medium-sized businesses fight the rising cost of employee health benefits
Position Summary:
Expansion in the Top National Brands (W/ Override Agreement): Work closely with regional leadership to identify offices and producers to target for growth. Align with National Partners to make introductions at the regional and office level. Review of our TAM by brand and use data analysis to develop go-to-market strategy. Participate in Quarterly Regional Agency Reviews: Work closely with SVP’s & RVP’s on follow up action items. Monitor partnership effectiveness – internal and external. Address market hurdles and internal process inefficiencies that may be hindering growth and/or retention. Block take-overs and “Powered By PH” opportunities – support internal. Events: Pre and Post Strategy Plan and Support: Lead market agency specific meetings on a national level. Drive specific in territory EB conferences and agency specific webinars. Build post event analysis on event updates and review with SVP and external regional leaders. Execute Local Strategy Plan: Expand new office and new broker relationships. Execute on warm introductions, pre-vetting of new brokers. Work closely with RVP and local offices to drive lead flow by leveraging BF and PH reporting. Collaborate with appropriate PH team members on market data analysis (BF, PH reporting and LinkedIn Navigator) Regional and Local Events: Support local level with RVP pre-planning and post-event follow up action initiatives.
Competencies:
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