Account Manager - Eastern US

NCD; Vermont; Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Company-paid health, dental, life, and

401(k) with employer match

Work-from-home allowance and support

Opportunities for professional develop

Job summary

NCD, a leading insurance provider, seeks an Account Executive to onboard and activate new agents, train them on NCD’s products, and support lead generation. You will engage with newly contracted agents, conduct outbound calls, and participate in industry events to grow the broker network.

You will also lead onboarding workshops, share success stories, and support senior sales through webinars and portfolio management, while traveling to industry events as needed.

Qualifications

• 2-4 years of experience in sales, account management, or agent support.
• Experience with outbound sales calls, lead generation, and customer engagement.
• Familiarity with agent onboarding and training processes.
• Bilingual in Spanish preferred.
• Strong interpersonal and communication skills.
• Ability to multitask and manage multiple agent relationships.
• Excellent presentation and public speaking skills for training webinars/workshops.
• Organized, detail-oriented, and comfortable with data tracking and CRM software.
• Willingness to travel to industry events and conferences.

Responsibilities

• Newly Contracted Agent Outreach – conduct outbound calls to introduce new agents to NCD’s tools and onboarding.
• Outbound Lead Calls – educate warm leads on NCD’s offerings and drive contracting.
• Event Engagement & Lead Generation – staff booths at conferences, build NCD brand.
• Agent Onboarding Workshops – run small-group sessions for onboarding.
• Sales Enablement Support – share agent success stories and best practices.
• Product & Training Webinars – lead weekly webinars on products and sales strategy.
• Account Management Support – manage a small portfolio of accounts.
• Event Lead Follow-Up – follow up after events to convert leads.
• Themed Monthly Call Campaigns – gather insights to inform product and ops improvements.

Skills

Outbound sales

Account management

Lead generation

Public speaking

Interpersonal skills

Communication

Multitasking

Data tracking

Education

Bachelor’s degree in business/marketing/communications

Insurance licenses (Life & Health) preferred

Tools

CRM software

Job description

Join our team at NCD, 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,Getit 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. NCD 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 NCD 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 Account Executive plays a critical role in onboarding, training, and activating new agents, ensuring they are fully equipped to succeed with NCD’s products. This role focuses on engaging with newly contracted agents to guide them through onboarding, training, and best practices. Additionally, the Account Executive supports lead generation efforts, works industry events, and gradually takes on higher level account management responsibilities. The Account Executive also serves as 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 NCD’s tools, resources, and onboarding process, ensuring a smooth start.
• Outbound Lead Calls – Contact warm leads and prospective agents to educate them on NCD’s offerings and drive contracting.
• Event Engagement & Lead Generation – Work at the booth at industry conferences and networking events, engaging with potential agents and strengthening NCD’s brand presence.
• Agent Onboarding Workshops – Facilitate small-group virtual or in-person sessions to provide step-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 NCD’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 NCD’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.
• 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 travel to industry 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.
• 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