Account Manager
New
H
Healthcare.comHealthcare Technology
Remote, USFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 3+ years
- Required Skills
- Data AnalysisSalesforceHubSpotAccount Management
Requirements
- 3+ years of experience in account management, partner development, sales, or insurance operations, ideally within a B2B insurance distribution model
- Understanding of the individual health insurance market, particularly under-65 products
- Experience working with brokers, agencies, agents, and uplines
- Strong relationship-building skills with the ability to earn partner credibility
- Comfortable presenting and conducting training for small and large groups
- Ability to use data to understand account activity and turn insights into strategy
- Proactive, organized, and comfortable managing a portfolio in a remote environment
- Experience with enrollment, quoting, or broker platforms (e.g., E123, HealthSherpa)
- Experience with CRM platforms such as Salesforce or HubSpot
- Ability to travel approximately 30% on average for agency visits, partner trainings, and industry events
Responsibilities
- Own and grow a portfolio of agency and agent partners, building strong relationships and identifying opportunities to increase engagement and production
- Serve as a trusted partner to agencies and agents, helping them navigate Pivot Health products, tools, processes, and opportunities
- Proactively engage partners through regular outreach, agency visits, business reviews, training, and targeted growth conversations
- Use performance data to understand account activity, identify trends and opportunities, and develop strategies to improve partner production and retention
- Travel to agency offices, conferences, and partner events to strengthen relationships, support business development, and increase partner engagement
- Represent Pivot Health at agency and industry events, confidently delivering product education, training, and business updates
- Support product launches, sales initiatives, and campaigns by educating partners and driving adoption
- Identify barriers impacting partner performance and work across Sales, Operations, and Marketing to find solutions
- Maintain accurate partner activity and account information within CRM systems
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