Account Manager – Medicare Secondary Payor (MSP) Compliance

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

📋 Description

• Build and sustain robust, long-term relationships with designated clients to guarantee satisfaction and retention.

• Conduct periodic check-ins, business assessments, and both onsite and virtual meetings.

• Act as the primary point of contact for clients, offering prompt support and tailored solutions.

• Organize activities and compile insights to assist Sales Leadership and sales initiatives.

• Record daily sales activities in Salesforce.com, documenting pipeline progress, client interactions, and follow-ups.

• Provide feedback from clients and the market to guide marketing, product strategy, client support, and operational enhancements.

• Represent the sales team at national conferences, client gatherings, and industry events.

• Comprehend the evolving needs, challenges, and priorities of customers.

• Qualify and direct new opportunities to the suitable Account Executive.

• Investigate accounts, identify key stakeholders, and create interest through focused outreach.

• Maintain and expand a healthy prospect pipeline with precise CRM records.

• Identify potential for product improvements or the development of new products.

• Stay informed on organizational changes, industry trends, and emerging technologies.

• Analyze customer behaviors and business models to reveal unmet needs and generate new sales opportunities.

• Report directly to the Director of Sales.

⛳️ Requirements

• 1–3 years of experience in account management or sales in the insurance, claims, or MSP compliance sectors.

• Practical experience in client support, understanding regulatory or Section 111 reporting processes, or collaborating with carriers/TPAs on compliance-oriented solutions.

• Exceptional attention to detail and accuracy.

• Proficient in Salesforce and Microsoft Office.

• Strong skills in Outlook, Excel, Word, and PowerPoint.

• High personal integrity and professionalism, exhibiting sound judgment and a commitment to confidentiality.

• Ability to work collaboratively with Sales Leadership, Account Executives, and cross-functional teams.

• Excellent organizational and time management skills.

• Outstanding abilities in communication, decision-making, interpersonal relations, and presentations.

• Willingness to travel up to 50% of the time.

• Regular participation in in-person meetings and conferences.

• Capability to manage multiple priorities within a team setting.

🏝️ Benefits

• Health Insurance

• Retirement Plan

• Disability benefits

• Paid Time Off program

• Work flexibility

• Support, coaching, and training

• Competitive total rewards package

• Commission