Broker Integration Advocate at Gusto · LumiJobs · LumiJobs

Responsibilities

For small business owners, choosing a platform to integrate their benefits is one of the most important decisions they make. As a broker integration advocate, you ll own the customer journey from the moment a business signs up to integrate their benefits to the final implementation. Your goal: make sure every customer is ready to go when it leaves your hands, so benefits get to the finish line on time and accurately.
That means guiding small business owners through one of the most important (and most complex) decisions they make for their teams, and making the experience feel a lot less overwhelming than it sounds. It is meaningful work that directly impacts the lives of small business owners and their employees.
The Broker Integration team believes that great technology and great service aren t mutually exclusive. We re building both. Every team member takes real ownership of their work and makes a tangible impact every day. You ll bring your project-management instincts to keep onboarding moving, coordinate with internal and external partners, and help us continue raising the bar for what benefits at Gusto can look like.
As an AI-native company, we don t just use technology—it’s the backbone of how we work. We expect all team members to demonstrate digital fluency and a proactive approach to leveraging AI tooling to enhance accuracy, speed, and communication. At Gusto, every team member contributes to a significant daily impact on the lives of those we serve. If you take pride in getting the details right and helping customers get the coverage they deserve, this role is for you.
Here’s what you’ll do day-to-day:
Drive consultative outreach to keep customer onboarding on track : As the point of contact for our customers during this journey, you provide exceptional consultative customer service via phone, email and other channels. You educate our customers and anticipate their needs to ensure a smooth integration. That means anticipating where customers might get stuck, surfacing blockers early, and making sure nothing stalls because a customer didn t know what to do next.
Be a real partner to your customers. You re not afraid to pick up the phone, and whether it s a call, an email, or a screen share, you re accessible, responsive, and clear. Customers should feel like they have someone in their corner.
Project management: As the owner of the onboarding journey, you anticipate roadblocks and work with relevant partners, both internal and external, to ensure and a smooth and accurate integration of our customer’s benefits
Eligibility Compliance: You review customer data against carrier eligibility standards to proactively mitigate errors and ensure both quality and compliance.
End to end process: You own the entire onboarding journey: confirming eligibility, gathering the required information, building policies, managing enrollments and ensuring accuracy while keeping our customers informed and engaged along the way.
Here’s what we re looking for:
Professional Experience: Minimum 3+ years of professional work experience, ideally within healthcare, health insurance brokerage, hospitality, or a fast-paced startup environment, where anticipating customers’ needs and delivering a great customer experience is a central part of the role.

Broker Integration Advocate

Responsibilities

Benefits

Company

Gusto

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