Zywave · 2 weeks ago
Associate Relationship Manager
United States
Full-time
Remote
Entry Level
2+ years expZywave is a company that partners with organizations to provide expert guidance and tools through their insurance service portal. The Associate Relationship Manager will engage business leaders through outreach calls and educate them on how to effectively use the HR and insurance resources available on the platform.
InsuranceSoftware
Responsibilities
Outbound calling: Make 30+ calls per day (about 600+ per month) to engage business leaders
Engage and educate: Explain the value of our resources and teach users how to navigate the portal UI
Client management: Manage your assigned client list across products; drive usage and a positive experience
Meet KPIs: Achieve a minimum 7% success rate (engaged conversations that lead to resource access/portal use), maintain case productivity, and collect feedback
Stay informed: Keep up with product changes, campaigns, and company initiatives
Consultative guidance: Listen to client needs (HR, healthcare, cybersecurity) and point them to the right tools
Document everything: Record calls, notes, and data updates in our CRM (Salesforce); follow up consistently
Handle objections: Stay professional and persistent, including calling back after rejection
Qualification
Required
Outbound calling: Make 30+ calls per day (about 600+ per month) to engage business leaders
Engage and educate: Explain the value of our resources and teach users how to navigate the portal UI
Client management: Manage your assigned client list across products; drive usage and a positive experience
Meet KPIs: Achieve a minimum 7% success rate (engaged conversations that lead to resource access/portal use), maintain case productivity, and collect feedback
Stay informed: Keep up with product changes, campaigns, and company initiatives
Consultative guidance: Listen to client needs (HR, healthcare, cybersecurity) and point them to the right tools
Document everything: Record calls, notes, and data updates in our CRM (Salesforce); follow up consistently
Handle objections: Stay professional and persistent, including calling back after rejection
Dependable: Reliable and consistent
Detail-oriented: Focused on accuracy and thoroughness
Independent & self-motivated: Works well with minimal supervision
Friendly but self-sufficient: Approachable; comfortable working solo
Outgoing & assertive: Willing to initiate contact and lead conversations
Resilient to rejection: Handles “no” or hang-ups calmly; willing to try again
Metrics-driven: Understands KPIs and aims to meet or exceed them
Persistent & thick-skinned: Professional during tough interactions
Quick learner: Picks up new systems and concepts fast
Preferred
2+ years in customer service, sales, or call center roles
Comfortable with fast-paced, repetitive daily tasks
Strong verbal and written communication skills
Able to work independently and with a team
Skilled in problem-solving and multi-tasking
Detail-oriented with strong organization
Proficient with Microsoft Office and web-based tools
Familiar with KPIs and CRM systems (Salesforce preferred)
Company
Zywave
Zywave leads the insurtech industry with the most comprehensive cloud platform solutions.
501-1000 employees
H1B Sponsorship
Zywave has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
2022 (3)
2021 (2)
Funding
Current Stage
Late StageTotal Funding
unknown2020-09-17Acquired
Leadership Team
Martin Simoncic
Chief Executive Officer
Christian G. Kasper
EVP, Chief Financial Officer
Recent News
2025-12-15
Company data provided by crunchbase