Account Manager - Eastern US

NCD; United States; On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Company-paid health, dental, life, and

Job summary

The company is a leading insurance provider seeking an Account Executive to onboard, train, and activate new agents across the Eastern U.S. You will engage with newly contracted agents, support lead generation, and participate in industry events, gradually taking on higher-level account management responsibilities.

Responsibilities include running onboarding workshops, leading weekly webinars, and collaborating between Sales and Agent Support.

Qualifications

• 2–4 years of experience in sales, account management, or agent support, preferably in the insurance or healthcare industry.
• Experience with outbound sales calls, lead generation, and customer engagement.
• Familiarity with agent onboarding and training processes.

Responsibilities

• Newly Contracted Agent Outreach– Conduct outbound calls to introduce new agents to the company’s tools, resources, and onboarding process, ensuring a smooth start.
• Outbound Lead Calls– Contact warm leads and prospective agents to educate them on the company’s offerings and drive contracting.
• Event Engagement & Lead Generation–Work at industry conferences and networking events to engage potential agents and strengthen the brand presence.
• Agent Onboarding Workshops– Facilitate small-group sessions to provide step-by-step onboarding guidance.
• Sales Enablement Support– Gather and share agent success stories, case studies and best practices to drive sales conversations.
• Product & Training Webinars– Lead weekly training webinars to ensure understanding of products and strategies.
• Account Management Support– Take ownership of a small portfolio of accounts and provide necessary support to drive production.
• Event Lead Follow-Up– Post-event follow-ups to nurture leads into contracted agents.
• Themed Monthly Call Campaigns– Conduct outreach to contracted agents and gather insights for product development.

Skills

Outbound sales

Lead generation

Customer onboarding

CRM proficiency

Public speaking

Multi-tasking

Education

Bachelor's degree in business or related field

Insurance licenses preferred

Tools

CRM software

Job description

Life is too short to work with jerks.

Join our team at the company, a top-tier insurance provider, consisting of a unique and eclectic group of winners, nerds, and gamers who balance a fun, kind, and thoughtful approach to life with an unwavering commitment to unparalleled member satisfaction. Our ecosystem is rooted in our five core values: Relentless Positivity, Growth Obsessed, Get it Done, Helpful Spirit, and Solution Driven.

We are not just coworkers, but a community, working tirelessly towards 'Spreading the Smile' to our members, agents, and each other. the company is at the forefront of dental and vision insurance, in partnership with our carrier partners MetLife, VSP, and Zurich. Our continuous growth is a testament to our commitment to delivering outstanding agent and customer satisfaction.

If you are ready to win each day, are eager to grow, and aspire to contribute to an organization that is setting the pace in the industry, then we are looking for you. Together, let’s drive change and take the company to new heights. Join us and become a vital part of our success story as we continue to transform lives and 'Spread the Smile.

Summary:

The AccountExecutiveplays a critical role in onboarding, training, and activating new agents, ensuring they are fully equipped to succeed with the company’s products. This role focuseson engagingwithnewly contracted agents to guide them through onboarding, training, and best practices. Additionally,the AccountExecutivesupports lead generation efforts,worksindustry events, and gradually takes onhigherlevelaccount management responsibilities.The Account Executivealsoservesas a liaison between Sales and Agent Support, ensuring that escalated concerns are routed appropriately.

Territory: Eastern U.S., including ME, NH, VT, MA, RI, CT, NY, NJ, PA, DE, MD, VA, WV, NC, SC, GA, and FL.

Essential Duties and Responsibilities:

Newly Contracted Agent Outreach– Conduct outbound calls to introduce new agents to the company’s tools, resources, and onboarding process, ensuring a smooth start.Outbound Lead Calls– Contact warm leads and prospective agents to educate them on the company’s offerings and drive contracting.Event Engagement & Lead Generation–Work atthe booth at industry conferences and networking events, engaging with potentialagentsand strengthening the company’s brand presence.Agent Onboarding Workshops– Facilitate small-group virtual or in-person sessions toprovidestep-by-step guidance for new agents.Sales Enablement Support– Gather and share agent success stories, providing case studies and best practices to help drive sales conversations.Product & Training Webinars– Lead weekly training webinars, ensuring agents fully understand the company’s products and sales strategies.Account Management Support– Take ownership of a small portfolio of accounts, ensuring agents receive the necessary support and guidance to drive production.Event Lead Follow-Up– Implement structured post-event follow-ups, nurturing leads into engaged, contracted agents.Themed Monthly Call Campaigns– Conduct targeted outreach campaigns to contracted agents, gathering insights on their experience with the company’s products, processes, and challenges to inform future product development and operational improvements.

Qualifications:

• Experience:
• 2-4 years of experience in sales, account management, or agent support, preferably in the insurance or healthcare industry.
• Experience with outbound sales calls, lead generation, and customer engagement.
• Familiarity with agent onboarding and training processes.

Skills& Competencies:

• Bilingual in Spanish preferred — this role involves communicating with Spanish-speaking agents and prospects.
• Strong interpersonal and communication skills, with the ability to educate and support agents effectively.
• Ability to multitask and manage multiple agent relationships simultaneously.
• Excellent presentation and public speaking skills, particularly for training webinars and workshops.
• Organized, detail-oriented, and comfortable with data tracking and CRM software.
• Adaptable and comfortable working in a fast-paced, dynamic sales environment.

Education& Certifications:

• Bachelor’s degree in business, Marketing, Communications, or a related field preferred.
• Insurance licenses (Life & Health) preferred or willingness to obtain.

OtherRequirements:

• Willingness to traveltoindustry events and conferences.
• Comfortable making outbound sales and follow-up calls regularly.
• A proactive approach to learning and staying updated on industry trends and company offerings.

the company Benefits:

• Company-paid health, dental, life, and disability insurance
• 401(k) with employer match
• Opportunities for professional development
• Work-from-home allowance and support
• A collaborative and high-performance work environment

Originally posted on Himalayas