Director of Insurance

Meridio is a remote-first company on a mission to make health benefits for small businesses simple, affordable, and accessible. We're growing fast — and we need an insurance leader who can navigate the complex world of compliance while keeping things simple for our customers.

In this role, you'll shape our insurance strategy, manage carrier and partner relationships, and serve as a trusted advisor to small business clients. You'll be the bridge between insurance complexity and customer simplicity — making sure we offer the right products, keep costs competitive, and maintain bulletproof compliance.

You’ll report directly to our Chief Product Officer.

If you love turning insurance puzzles into elegant solutions, you'll fit right in.

Lead Insurance Strategy

• Design and execute Meridio’s insurance product roadmap.
• Negotiate with carriers to secure competitive rates and terms.
• Build strong relationships with carriers, TPAs, and partners.
• Use data and analytics to evaluate product performance and measure value delivered to clients.

Ensure Rock-Solid Compliance

• Stay ahead of ACA, ERISA, and state/federal regulations.
• Create scalable processes that ensure compliance without slowing us down.
• Lead audits, manage regulatory filings, and oversee licensing renewals for both Meridio and our licensed guides.
• Contribute to Meridio’s broader compliance and risk management efforts (including SOC2 readiness).

Drive Customer Innovation & Advocacy

• Act as a trusted advisor to small business clients, guiding them through plan selection, renewals, and insurance decisions.
• Educate and empower clients to make confident insurance choices without needing in-house benefits expertise.
• Partner with Sales, Customer Success, and Product to simplify customer experiences and strengthen client outcomes.
• Test and roll out new insurance models and partnerships that expand access to affordable benefits.

Build & Manage Partnerships

• Own relationships with insurance carriers, reinsurers, and TPAs.
• Negotiate contracts that balance customer value with business growth.
• Monitor partner performance and address issues quickly.

Lead & Develop

• Mentor internal teams on insurance best practices.
• Represent Meridio as a subject matter expert with clients and at industry events.
• Build repeatable, scalable processes that will grow alongside Meridio.
• Lay the groundwork for building a small insurance-focused team as we scale.

• Launch of 2+ new insurance products.
• 95%+ renewal rate for existing customers.
• 15%+ improvement in benefit value across all products.
• 100% compliance with filings, audits, and licensing renewals.
• Positive feedback from clients on insurance guidance and education.
• Reporting and insights in place to measure product performance and client value.

You're the kind of person who:

• Gets excited about making insurance simple.
• Sees regulations as puzzles to solve, not obstacles to avoid.
• Believes small businesses deserve the same benefits as big companies.
• Builds trust easily with clients, carriers, and partners.
• Knows when to push carriers and when to collaborate.
• Can explain stop-loss insurance to your grandmother.
• Thrives in fast-moving, remote environments.
• Is comfortable rolling up your sleeves to build processes from the ground up.

• 7–10 years in health insurance or employee benefits.
• Deep knowledge of group health plans and regulations.
• Experience negotiating with carriers and TPAs.
• Track record of launching and scaling insurance products.
• Strong grasp of ACA, ERISA, and state insurance laws.
• Ability to translate “insurance-speak” into plain English.

Bonus Points For

• Experience with level-funded or self-funded plans.
• Active insurance broker license.
• Actuarial background.
• Experience at a benefits or insurtech startup.
• MBA or relevant graduate degree

• Variable pay tied to customer retention and revenue growth.
• Equity grant.
• Employer-paid health benefits through Meridio.
• 401(k) 
• Remote-first culture with bi-annual in-person off-sites.
• DTO, parental leave, and annual professional development stipend.

• Impact you can see — Your work directly helps small businesses access better health benefits for their teams.
• A team that has your back — We’re collaborative, supportive, and committed to each other’s success.
• Room to grow — As we scale, so will your opportunities to take on new challenges and leadership responsibilities.
• Flexibility — Enjoy the freedom of our remote-first culture, with in-person gatherings to stay connected.