Account Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage and expand a portfolio of agency and agent partners.

• Establish robust partner relationships while identifying opportunities for enhanced engagement and production.

• Assist agencies and agents in navigating Pivot Health products, tools, processes, and opportunities.

• Connect with partners through outreach efforts, agency visits, business reviews, training sessions, and targeted growth discussions.

• Analyze account performance data to uncover trends and opportunities to boost production and retention.

• Travel to agency offices, conferences, and partner events.

• Represent Pivot Health at agency and industry events, providing product education, training, and business updates.

• Support product launches, sales initiatives, and campaigns by educating partners and encouraging adoption.

• Collaborate with Sales, Operations, Marketing, and other teams to address barriers and enhance the partner experience.

• Relay partner feedback and market insights to inform product development, processes, and future growth strategies.

• Maintain precise records of partner activities, opportunities, and account information in CRM and internal systems.

• Take ownership of account performance to strengthen Pivot Health’s distribution network.

⛳️ Requirements

• Minimum of 3 years of experience in account management, partner development, sales, or insurance operations, preferably in a B2B insurance distribution context.

• Knowledge of the individual health insurance market, especially under-65 products.

• Experience working with brokers, agencies, agents, and uplines.

• Commercially focused and driven by growth.

• Excellent relationship-building and business conversation capabilities.

• Comfortable presenting and training to both small and large groups.

• Capability to utilize data for understanding account activities and transforming insights into actionable strategies.

• Self-motivated, organized, and adept at managing a portfolio of partners in a remote setting.

• Proficient with technology and familiar with enrollment, quoting, or broker platforms such as E123, HealthSherpa, or similar tools.

• Experience with CRM systems like Salesforce, HubSpot, or similar platforms is advantageous.

• Willingness and ability to travel approximately 30% of the time for agency visits, partner training sessions, conferences, and industry events.

• Experience managing agent or agency relationships remotely is a distinguishing factor.

• Familiarity with multi-carrier insurance distribution models is a plus.

• Experience with broker enablement or enrollment platforms is a differentiator.

• Strong analytical abilities and attention to detail.

🏝️ Benefits

• Medical coverage with both PPO and HSA plan options.

• Company-funded HSA contributions ranging from $2,000 to $4,000 annually.

• Dental and vision insurance coverage.

• 401(k) plan with company matching and eligibility starting from day one.

• Paid time off along with company holidays.

• Paid parental leave and pregnancy disability leave.

• Company-paid life and AD&D insurance.

• Employee Assistance Program (EAP).

• Employee discounts on travel, entertainment, fitness, dining, and more.