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ThreeFlow

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Jobs at this company:

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🔥 Underwriting Associate
Posted 1 day ago

🧭 Full-Time

🔍 Benefits Placement System

  • Bachelor's degree preferred but not required.
  • Knowledge of group insurance and/or medical insurance preferred but not required.
  • Strong attention to detail and commitment to accuracy.
  • Excellent verbal and written communication skills.
  • Analytical mindset with the ability to interpret and work with complex data.
  • Self-starter who takes initiative and proactively seeks solutions.
  • Self-motivated with the ability to work independently and remotely.
  • Adaptable and eager to learn new processes and tools.
  • Highly organized with strong time management skills.

  • Accurately input, organize, and maintain employee benefits data in internal systems.
  • Perform QA reviews to ensure data accuracy and completeness.
  • Review and interpret insurance policies and related documentation.
  • Collaborate with cross-functional teams and communicate with stakeholders.
Posted 1 day ago
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🔥 Customer Success Manager
Posted 4 days ago

📍 California, Oregon, Washington, Idaho, Montana, Wyoming, Utah, Hawaii, Alaska

🧭 Full-Time

🔍 Employee benefits industry

  • 5+ years of customer success, client services, or consulting experience at a benefits brokerage firm or insurance carrier.
  • Understanding of industry challenges and trends.
  • Passion for helping clients succeed.
  • Ability to drive action and change using data to build scalable solutions.
  • Comfortable communication skills with strong organization and prioritization abilities.
  • Intermediate to advanced proficiency with Salesforce, Google Docs, and Powerpoint is helpful, though not required.
  • SaaS experience is helpful, though not required.

  • Manage a portfolio of brokers and their carrier partners, consulting on how to achieve objectives.
  • Develop relationships with influential users to convert them into ThreeFlow champions.
  • Collaborate cross-functionally with various teams, advocating customer needs.
  • Build and improve processes for collecting customer feedback and maintaining a roadmap.
  • Lead regular customer planning meetings to celebrate outcomes, identify growth opportunities, and manage risks.
  • Understand and forecast business planning to identify growth opportunities.
  • Ensure exceptional customer experience through proactive communication.

Data AnalysisSalesforceCustomer SuccessSaaS

Posted 4 days ago
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🔥 Client Experience Executive
Posted 4 days ago

📍 Arkansas, Arizona, Colorado, Louisiana, New Mexico, Oklahoma, Texas

🧭 Full-Time

🔍 Insurance industry.

  • Results-focused position driving measurable results for clients and revenue for ThreeFlow.
  • Sales skills applied to growth with existing clients vs. acquiring new clients.
  • Passionate about helping customers and experienced in client success as a strategic advisor.
  • Driven by outcomes and quick to take accountability and learn from mistakes.
  • Ability to inspire others and articulate the company vision.
  • Organized problem-solver, capable of breaking down tough problems into manageable parts.
  • 4+ years of experience in Account Management or Growth, ideally in the insurance industry.
  • Experience with a usage-based revenue model is a plus.

  • Partner with the client leadership teams to better understand how ThreeFlow can add new value and then build action plans.
  • Proactively identify and solve barriers to success.
  • Drive revenue for the organization; focus on driving value as it correlates with revenue.
  • Serve as the voice of the client, articulating their business objectives, and work cross-functionally to meet those.
  • Build and lead complex project plans to ensure client goals and internal goals are met.
  • Maintain comprehensive knowledge of ThreeFlow’s products, services, and roadmap.
  • Conduct regular business reviews to track performance and ensure satisfaction.

Project ManagementCross-functional Team LeadershipAccount ManagementClient relationship managementSales experienceCustomer Success

Posted 4 days ago
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🔥 Market Director (Mid-Atlantic)
Posted 2 months ago

📍 Virginia, Maryland, Washington, D.C., Delaware, Pennsylvania, New Jersey

🧭 Full-Time

🔍 Benefits brokerage software

  • 3+ years of experience in group ancillary or medical benefits sales direct to brokers.
  • Proven track record of meeting or exceeding sales targets.
  • Strong understanding of the benefits brokerage industry.
  • Deep relationships with key broker firms.
  • Strong communication and interpersonal skills.
  • Proficiency in CRM software (Salesforce) and other sales tools.
  • Self-motivated and results-driven.

  • Identify, target, and engage with benefits brokers through various channels.
  • Maintain a pipeline of qualified leads and systematically move them through the sales funnel.
  • Build and maintain strong relationships with benefits brokers to understand their needs.
  • Develop and execute a strategic sales plan to meet sales targets.
  • Conduct product demonstrations and negotiate sales agreements.
  • Stay informed about industry trends and product enhancements.
  • Collaborate with cross-functional teams and maintain accurate records of sales activities.

SalesforceStrategyCollaboration

Posted 2 months ago
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