Account Manager, Medicare

atEXCEL GroupRemoteFull-timeAccount ManagerMid-levelSenior$73k – $99.5k/year

Posted 16 hours ago

This is a fully remote position, open to applicants in Florida, +1 more state.

📋 Description

• Oversee a portfolio of enterprise Medicare accounts that have significant monthly budgets.

• Take ownership of daily account performance and partner relationships.

• Establish connections with senior stakeholders across carriers, brokerages, and agencies.

• Conduct regular business reviews.

• Collaborate with internal teams to develop account strategies based on performance data and market trends.

• Identify and drive growth opportunities through optimization, expansion, and upselling.

• Contribute to the development of pricing proposals.

• Ensure accurate account records and pipeline management in Salesforce and Asana.

• Analyze account performance to uncover trends, risks, and opportunities.

• Transform insights into actionable plans that enhance results and partner outcomes.

• Resolve performance issues and liaise with technical teams.

• Document successes and best practices while sharing insights with the wider team.

• Act as the primary point of contact for assigned accounts.

• Present performance data as actionable recommendations and narratives.

• Manage escalations and engage leadership when necessary.

• Cultivate stakeholder trust and participate in executive-level discussions and business reviews.


⛳️ Requirements

• A minimum of 3 years of experience in B2B account management, performance marketing, insurance, or SaaS.

• Strong analytical and problem-solving abilities, with a firm understanding of KPIs and strategies to influence them.

• Exceptional written and verbal communication skills.

• Self-motivated, responsible, and organized, with an emphasis on measurable outcomes.

• Proven experience in managing client relationships and driving revenue growth within existing accounts.

• Experience with complex or enterprise-level client relationships.

• Practical experience with Google Ads, Taboola, Tableau, or similar platforms.

• Familiarity with CRM systems (Salesforce preferred).

• Knowledge of Medicare, lead generation, or regulated marketing environments.

• Candidates must reside in Ohio or South Florida.

• Some travel for onsite events and in-person collaboration is required.


🏝️ Benefits

• Transactional Bonus of $1,000.

• Annual Learning Allowance.

• Separate budget allocated for conferences and events.

• Company-sponsored benefits package.

• Health insurance coverage.

• Dental insurance coverage.

• Vision insurance coverage.

• Life insurance coverage.

• Short-term disability insurance coverage.

• Long-term disability insurance coverage.

• 401(k) retirement plan.

• Flexible working schedule.

• Paid time off.

• Parental leave.

• Holidays, vacation time, and personal paid time-off.

• Work-life flexibility while being committed to growth.

• The entire company operates remotely/work from home.

• Company-provided computer hardware and software.

• Unlimited opportunities for growth and development.

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