Serve as the primary point of oversight for Pivot Health’s top agency accounts, ensuring consistent communication, support, and growth strategies.
Lead, mentor, and hold the Account Management Team Lead and Account Managers accountable to performance KPIs tied to both compensation and account management best practices.
Partner with other departments within Pivot Health and Healthcare.com to ensure cross-functional alignment on account growth strategies and client needs.
Establish and maintain strong working relationships with carrier partners, providing market insights, sales trend data, and opportunities for competitive differentiation.
Regularly review account performance, identify opportunities for expansion, and communicate strategic recommendations to leadership.
Develop, implement, and monitor agency and agent bonus programs designed to drive sales growth and align with Pivot Health’s overall business objectives.
Monitor market and industry trends to proactively recommend adjustments to account management strategies.
Represent the Account Management function in internal strategy meetings, ensuring the voice of the customer and agency partners is incorporated into business decisions.
Ensure Account Management team members have the tools, resources, and training necessary to be successful in their roles.
Requirements
Bachelor’s degree in Business, Marketing, or related field required; Master’s degree preferred.
7+ years of experience in account management, sales, or business development, with at least 3 years in a leadership role.
Strong track record of managing and growing key accounts, preferably in the health insurance or financial services industry.
Proven ability to lead teams, manage KPIs, and drive accountability to achieve results.
Excellent communication skills, with the ability to engage effectively with internal stakeholders, agency partners, and carrier partners.
Strong analytical skills to interpret data, identify trends, and develop actionable strategies.
Demonstrated ability to thrive in a remote, fast-paced, and highly collaborative environment.