National Account Manager I

Jobtailor; Houston (TX); On-site; USD 55,000 - 85,000; Full time

Job summary

Jobtailor in Houston seeks a proactive professional to support Sales or Account Management in prospecting, acquiring, or renewing business. You will research inquiries, coordinate outreach, prepare enrollment materials, and maintain data for customers.

The role requires a State General Agent Insurance License or the ability to obtain it within 90 days, plus a Bachelor's degree or several years in health insurance/health care. Strong communication, organizational, and PC skills are essential.

Qualifications

• Requires State General Agent Insurance License or ability to obtain within 90 days.
• Bachelor's Degree or 3 years in health insurance/health care in service/sales/marketing.
• Strong organizational and project implementation skills.
• Solid phone-based customer service and presentation abilities.
• Good verbal and written communication with internal/external contacts.

Responsibilities

• Support Sales/Account Management in prospecting, acquiring, or renewing business.
• Research inquiries from customers or company reps.
• Coordinate research and meetings with internal contacts.
• Prepare enrollment materials and documentation for customers.
• Develop relationships with customer representatives.
• Gather data and maintain databases for sales activities.

Skills

State General Agent Insurance License

Health Insurance Experience

Customer Service Skills

Organizational Skills

Verbal and Written Communications

Presentation Skills

Initiative

Travel Readiness

PC Proficiency

Education

Bachelor's Degree

Tools

Excel

Word

PowerPoint

Sales System

Job description

• Support Sales or Account Management personnel in prospecting, acquiring, or renewing business
• Research inquiries received from customers or company representatives
• Coordinate research through internal contacts
• Bring issues to Sales and Account Management personnel
• Respond directly to customers or company representatives
• Coordinate meetings as needed
• Conduct research for prospective business
• Gather data and create or maintain databases
• Participate in enrollments and prepare materials for enrollment sessions
• Prepare documentation for prospective or existing customers and review information for completeness
• Develop relationships with customer representatives
• Research and prepare utilization reports; summarize and analyze results for Sales or Account staff
• Respond to prospects' questions regarding benefit information and available benefit options
• Obtain and maintain sales general agent license for applicable state of operations
• Travel occasionally as needed

Requirements

• Must have State General Agent Insurance License or obtain State General Agent Insurance License within 90 days of starting in the role
• Bachelor Degree and 1 year of experience in health insurance/health care field in a service/sales/marketing position involving initiative and decision-making OR 3 years of experience in health insurance/health care field in a service/sales/marketing position involving initiative and decision-making
• Organizational and project implementation skills
• Phone customer service skills
• Presentation skills
• Verbal and written communications skills to interact with internal and external contacts
• PC proficiency to include Excel, Word, PowerPoint, and sales system
• Willingness and ability for occasional travel

Core Competencies

Demonstrates expertise in customer relationship management and sales support within the health insurance sector, with strong organizational, communication, and project implementation skills. Proficient in data management and analysis to support sales initiatives and customer inquiries.

Highest-signal resume keywords

• State General Agent Insurance License
• Health Insurance Experience
• Customer Service Skills
• Organizational Skills
• PC Proficiency

ATS Optimization Keywords

Hard Skills

• Data Management
• Sales Support
• Research Skills
• Utilization Reporting
• Documentation Preparation

Soft Skills

• Verbal Communication
• Written Communication
• Presentation Skills
• Initiative
• Decision-Making

Certifications & Qualifications

• State General Agent Insurance License

Industry Keywords

• Health Care
• Sales
• Marketing
• Customer Relationship Management
• Enrollment Sessions

Tools & Technologies

• Excel
• Word
• PowerPoint
• Sales System