Account Manager

Summary

Healthcare.com is a healthcare technology company connecting people and partners with coverage, care, and related solutions. Pivot Health is seeking an Account Manager to manage and grow agency and agent partnerships, increase engagement and production, and identify growth opportunities. The role involves partner outreach, performance analysis, training, cross-functional problem-solving, and maintaining account information in CRM systems.

Responsibilities

• Own and grow a portfolio of agency and agent partners, building strong relationships and identifying opportunities to increase engagement and production
• Serve as a trusted partner to agencies and agents, helping them navigate Pivot Health products, tools, processes, and opportunities
• Proactively engage partners through regular outreach, agency visits, business reviews, training, and targeted growth conversations
• Use performance data to understand account activity, identify trends and opportunities, and develop strategies to improve partner production and retention
• Travel to agency offices, conferences, and partner events to strengthen relationships, support business development, and increase partner engagement
• Represent Pivot Health at agency and industry events, confidently delivering product education, training, and business updates to both small and large audiences
• Support product launches, sales initiatives, and campaigns by educating partners and driving adoption across agency and agent networks
• Identify barriers impacting partner performance and work across Sales, Operations, Marketing, and other teams to find solutions and improve the partner experience
• Bring partner feedback and market insights back to the business to help inform products, processes, and future growth opportunities
• Maintain accurate partner activity, opportunities, and account information within our CRM and internal systems
• Take ownership of account performance and continuously look for new ways to grow relationships, increase production, and strengthen Pivot Health’s distribution network

Skills

• You have 3+ years of experience in account management, partner development, sales, or insurance operations, ideally within a B2B insurance distribution model
• You understand the individual health insurance market, particularly under-65 products, and are comfortable working with brokers, agencies, agents, and uplines
• You're commercially minded and motivated by growth. You don't just maintain accounts; you look for opportunities to increase engagement, production, and long-term value
• You're a strong relationship builder who can earn credibility with partners, have productive business conversations, and confidently navigate challenges
• You're comfortable presenting and training, whether you're sitting across the table from an agency partner or speaking to a larger group at an industry event
• You use data to understand what's happening within your accounts and turn those insights into action
• You're proactive, organized, and comfortable owning a portfolio of partners in a remote environment
• You're comfortable with technology and have experience with enrollment, quoting, or broker platforms such as E123, HealthSherpa, or similar tools; CRM experience with Salesforce, HubSpot, or similar platforms is a plus
• You thrive in a fast-moving, performance-driven environment and take ownership of your results
• You're willing and able to travel approximately 30% on average for agency visits, partner trainings, conferences, and industry events
• Experience managing a portfolio of agent or agency relationships in a remote environment
• Familiarity with multi-carrier insurance distribution models
• Experience with broker enablement or enrollment platforms
• Experience with CRM systems such as Salesforce or HubSpot
• Strong analytical skills and attention to detail in a fast-moving, performance-driven environment

Qualifications

Must Haves

• You have 3+ years of experience in account management, partner development, sales, or insurance operations, ideally within a B2B insurance distribution model
• You understand the individual health insurance market, particularly under-65 products, and are comfortable working with brokers, agencies, agents, and uplines
• You're commercially minded and motivated by growth. You don't just maintain accounts; you look for opportunities to increase engagement, production, and long-term value
• You're a strong relationship builder who can earn credibility with partners, have productive business conversations, and confidently navigate challenges
• You're comfortable presenting and training, whether you're sitting across the table from an agency partner or speaking to a larger group at an industry event
• You use data to understand what's happening within your accounts and turn those insights into action
• You're proactive, organized, and comfortable owning a portfolio of partners in a remote environment
• You're comfortable with technology and have experience with enrollment, quoting, or broker platforms such as E123, HealthSherpa, or similar tools; CRM experience with Salesforce, HubSpot, or similar platforms is a plus
• You thrive in a fast-moving, performance-driven environment and take ownership of your results
• You're willing and able to travel approximately 30% on average for agency visits, partner trainings, conferences, and industry events

Nice to Haves

• Experience managing a portfolio of agent or agency relationships in a remote environment
• Familiarity with multi-carrier insurance distribution models
• Experience with broker enablement or enrollment platforms
• Experience with CRM systems such as Salesforce or HubSpot
• Strong analytical skills and attention to detail in a fast-moving, performance-driven environment

Benefits

• Medical coverage with PPO and HSA plan options
• Company funded HSA contributions from $2,000 to $4,000 annually
• Dental and vision coverage
• 401(k) with company match and eligibility from day one
• Paid time off and company holidays
• Paid parental and pregnancy disability leave
• Company paid life and AD&D insurance
• Employee Assistance Program (EAP)
• Employee discounts on travel, entertainment, fitness, dining, and more