Broker Integration Advocate

Gusto Gusto · Fintech · Denver, CO · Customer Experience

This role is for a Broker Integration Advocate at Gusto, a company that uses AI extensively. The role focuses on managing the customer journey for integrating benefits, ensuring accuracy and timeliness. While the company is AI-native and expects employees to use AI tools, this specific role is customer-facing and process-oriented, not directly building AI models or systems. The primary focus is on customer onboarding and project management within the benefits integration process.

What you'd actually do

  1. Drive consultative outreach to keep customer onboarding on track
  2. Be a real partner to your customers.
  3. 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
  4. Eligibility & Compliance: You review customer data against carrier eligibility standards to proactively mitigate errors and ensure both quality and compliance.
  5. 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.

Skills

Required

  • 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.
  • Curious about technology.
  • Data-Driven Mindset: Proven success in metrics-based roles where data accuracy and hitting KPIs are central to customer success.
  • Account management: Strong background in high-volume book of business under tight deadlines and seasonal peaks.
  • Communication & Collaboration: Excellent customer communication skills with experience managing professional interactions with external company partners (brokers and insurance carriers) as well as customers.
  • Adaptability: A skilled problem-solver who is comfortable navigating ambiguity and can pivot quickly in a dynamic operational setting.
  • Self-Directed Execution: Highly self-motivated and capable of working both autonomously and collaboratively to meet individual and team goals.

Nice to have

  • Glean, Gemini, and other LLM-based AI tools

What the JD emphasized

  • AI tools and automation are part of how this team works
  • You don't need to be an expert, but you should be excited to learn and use tools like Glean, Gemini, and other LLM-based AI tools.