EXCEL Group

Account Manager

• Manage 15–20 accounts with monthly budgets ranging from $50K - $500K+.
• Partner with well-known insurance brands on performance marketing needs.
• Develop account strategies informed by performance metrics and market trends.
• Analyze performance across accounts to identify trends and opportunities to improve.
• Serve as the primary point of contact for assigned accounts.
• Present data to clients as clear, actionable suggestions and narratives.

Account Manager – Home & Auto

• Manage a portfolio of Health-focused accounts with meaningful monthly budgets.
• Develop account strategies informed by performance metrics and market trends.
• Create pricing plans that match the value we provide, the results we get, and what our partners want to achieve.
• Maintain accurate records and pipeline in Salesforce and Asana.
• Analyze performance across accounts to identify trends and opportunities to improve.
• Work with teams inside and outside the company to apply data-informed campaign strategies.
• Troubleshoot performance issues and coordinate with tech teams to solve them.
• Document your successes and share insights across the company.
• Serve as the primary point of contact for assigned accounts.
• Present data to clients as clear, actionable suggestions and narratives.
• Handle escalations and complex situations calmly and professionally.
• Build relationships with stakeholders across organizational levels.

Account Manager, Health

• Manage a portfolio of enterprise Medicare accounts with significant monthly budgets.
• Own relationships with senior stakeholders across carriers, brokerages, and agencies.
• Partner with internal teams to develop account strategies informed by performance metrics and market trends.
• Drive growth through optimization, pricing strategy, and expansion opportunities.
• Create pricing plans that match the value we provide, the results we get, and what our partners want to achieve.
• Maintain accurate records and pipeline in Salesforce and Asana.
• Analyze performance across accounts to identify trends and opportunities to improve.
• Translate performance insights into action plans that improve results and partner outcomes.
• Troubleshoot performance issues and coordinate with tech teams to solve them.
• Document your wins and share learnings across the company.
• Serve as the primary point of contact for assigned accounts.
• Present data to clients as clear, actionable suggestions and narratives.
• Handle escalations and complex situations calmly and professionally.
• Build and maintain trust across multiple stakeholder levels, including executive leadership.

Account Manager, Medicare

Performance Marketing

• Manage and optimize paid search and PPC campaigns across Google Ads and Microsoft Ads (Bing), & Insurance Specific Media Platforms.
• Monitor & Improve KPIs like: ROAS, CPA, Impression Share, CTR, Spend
• Conduct deep data analysis to guide bidding, segmentation, and creative testing
• A/B test ad copy, audience strategies, and keyword sets to uncover performance drivers
• Research new keyword opportunities and emerging SEM trends
• Document learnings and present structured reporting to leadership
• Collaborate cross-functionally with media buyers, design, and analytics teams to execute high-ROI initiatives

Account Manager – Home & Auto

Account Manager, Health

Account Manager, Medicare

Performance Marketing Manager – Media Buying