Account Manager

Summary

Join Pivot Health, a Healthcare.com company, as a proactive Account Manager driving growth among existing agency and agent partners selling health insurance products. This remote role, reporting to the SVP of Insurance Operations, is crucial for optimizing agent engagement, maximizing production, and implementing scalable retention and growth strategies. The ideal candidate possesses a strong background in account management and partner development within the insurance industry, particularly in the under-65 individual health insurance market. Responsibilities include serving as the primary point of contact for a portfolio of licensed agencies and agents, developing customized engagement strategies, and delivering regular performance reviews and updates. Collaboration with sales leadership, product, and marketing teams is essential to inform partner strategy and improve agent experience. The role also involves ensuring agent feedback is captured and used to optimize processes and support infrastructure.

Requirements

• 3+ years of experience in account management, partner success, or insurance operations, preferably within a B2B distribution model
• Strong understanding of individual health insurance markets (especially under-65)
• Experience working with health insurance brokers, agencies, or uplines in a production-focused role
• Excellent communication, relationship-building, and problem-solving skills
• Demonstrated ability to drive measurable growth in sales performance or partner retention
• Familiarity with enrollment platforms such as E123, HealthSherpa, or similar quoting systems

Responsibilities

• Serve as the primary point of contact for a portfolio of licensed agencies and agents actively selling Pivot Health products
• Develop and execute customized engagement strategies to increase agent production and overall book performance
• Proactively identify and act on sales trends, performance metrics, and growth opportunities
• Deliver regular performance reviews, pipeline updates, and business insights to internal stakeholders
• Collaborate with sales leadership, product, and marketing to inform partner strategy and support ongoing improvements in agent experience
• Support the execution of growth campaigns, training sessions, product updates, and operational enhancements for assigned accounts
• Ensure agent feedback is captured, tracked, and applied to optimize processes, tools, and support infrastructure
• Maintain accurate records of interactions, performance activity, and projections using internal CRM and reporting systems

Preferred Qualifications

• Previous experience in managing agent relationships in a remote/virtual environment
• Working knowledge of multi-carrier distribution models and broker enablement platforms
• Comfortable working in a fast-paced, metrics-driven environment
• Strong analytical mindset with attention to detail and data accuracy
• Knowledge of CRM systems such as Salesforce or HubSpot is a plus

Benefits

• Competitive base salary of $60,000 to $70,000, depending on experience and location
• Annual bonus opportunity of $20,000 to $40,000, based on performance
• Fully remote role with flexible work environment
• Opportunity to work from home
• Excellent work environment
• Medical, dental, and vision insurance
• Up to 15 days of paid time off
• 11 company observed holidays
• 8 weeks of paid parental leave
• 401k plan with company match
• Life insurance
• Professional growth opportunity