Broker Success Manager

Columbus, OH
Business Development / Sales
Full Time
About Beam

Beam Dental was founded in 2012 by three engineers who saw the opportunity to make dental services more accessible using technology. The beam brush, which launched the company, was one of the earliest examples of the ‘Internet of Things’, where everyday objects can enable incredible new understanding and capability. Today, Beam Dental has parlayed its industry passion into the fastest growing provider of dental insurance in the US, with a mission to offer businesses best in class dental coverage and close the gap on the over 100 million Americans who don’t have dental insurance today.

Joining Beam Dental Means

• Working for a complex and dynamic business, simultaneously operating across insurance, CPG manufacturing, IOT, and dental services
• Being challenged to improve every day by a diverse and diversely skilled team
• An active, intense, and fun work environment
• Being a decision maker and ‘owner’ of your subject matter
• Joining in our mission to forever change the way people access dental services
• Being a person of high character, high EQ, and amazing talent

What We're Looking For
Near Term
At the outset, for both learning our product and our process/technology, the principal role will be as a dedicated member of our sales and business development team. Ultimately, we need a team player that dedicates themselves to not just executing, but improving upon, the process of nurturing the brokers who are already selling Beam’s dental insurance and maximizing the value they bring to Beam. Not a ‘hard sell’ environment, but we have found by providing incredible service, our partners naturally want to do more business with us. Taking quotes and helping implement a company that chooses us, and then managing broker and HR/benefit manager needs post-implementation is the core of this role. 

There is a clear opportunity to codify, operationalize, and own client and broker success, which any benefits industry person would tell you is one of the most important contributing factors to retention and new sales. Our broker partners have to trust that we know our stuff, and provide top-notch support when things get messed up. Here, you are truly the owner of this team!

Longer Term
Over time, there is room to drive broker and partnership development (i.e. more of a sales role) or help lead/manage our client success team as it grows.

We need someone who can quickly learn the dental insurance business and can help lead the growth of Beam’s service offering. You think strategically and execute tactically.  You find solutions, while executing with discipline and urgency. You adapt quickly and do whatever it takes to succeed.

Other qualities that we feel are essential for success include:

    • Familiarity with Salesforce, Outreach, Zendesk, Aircall or other CRM / CSM tools
    • Medical sales, benefits, HR, or brokerage experience a major plus
    • Being a licensed health agent also a major plus
    • Capacity in a support role to field questions with customers
    • Ability to work with a sales team to provide the need assets to win more business
    • Experience with new technology products and platforms
    • Ability to thrive in a fast-paced, dynamic (read: sometimes chaotic) startup environment
    • Excellent organizational skills and attention to detail
    • Self-motivated with a demonstrated desire to learn new technologies and skills
    • Demonstrated track record of completing large amounts of important work 
What should be the fruit of your labor?
In short, you should help grow our revenue and maintain the best customer experience in the insurance industry. As a young company, we fight for every customer, so the last thing we can afford to do is lose customers on the back end because we don’t process them quickly enough or take care of them when they have needs. You will have responsibility for managing renewals and we also want you to think outside the box to leverage existing client and broker relationships to drive top line growth.

By being closest to the customer and our brokers, you should be driving key insights such as: 

• Ideating new features in our app or tools for members, HR or brokers
• Identifying key client-wide messaging opportunities to proactively address issues
• Provide feedback to Marketing to help promote product features our clients love


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Beam believes a diverse and inclusive environment is key to building a great company and a great product. We are committed to creating an environment that is welcoming for people of all backgrounds, and encourage everyone to apply. Beam is an Equal Opportunity Employer and does not discriminate on the basis of race, color, gender, sexual orientation, gender identity or expression, religion, disability, national origin, protected veteran status, age, or any other status protected by applicable national, federal, state, or local law.