Account Manager - Insurance Services

This position is responsible for helping nursing homes adopt and implement the Citizen Insurance product. They will work closely with the Vice President of Sales to educate nursing homes about the product, ensure smooth rollouts, and facilitate the enrollment process. 

• Sales & Business Development
• • Serve as Sales representative in the defined area (PA).
  • Partner with the sales team to introduce and promote the Citizen Insurance product to nursing homes.
  • Help identify potential leads and opportunities for product adoption in target facilities.
  • Plan and execute "enrollment days."
  • Educate family members and guardians on the benefits available.
  • Conduct business in a professional, ethical and honest manner at all times.
• Client Education & Support
  • Educate nursing home staff (e.g., administrators, care managers) on the features and benefits through presentations and training sessions.
  • Assist clients with completion of enrollment forms as needed.
  • Provide ongoing support, address concerns, resolve any issues or questions and ensure proper utilization.
  • Route customers to the appropriate departments for further development and resolution.
  • Maintain professional relationships with existing customers, ensuring client satisfaction is met and maintained.
  • Provide regular updates and performance reports to internal and external stakeholders
• Event Planning & Execution
  • Oversee logistical details of enrollment events.
  • Ensure smooth operations, clear communication, and timely completion.
• Compliance & Documentation
  • Ensure all enrollments comply with regulatory requirements.
  • Maintain accurate records of all interactions within CRM system.
  • Maintain strong knowledge of company services.
  • Actively support and comply with all components of the compliance program.
  • Maintain confidentiality; abide by HIPAA and PHI guidelines.
  • Maintain job knowledge by studying pertinent laws and state requirements.
• Administrative & Operational Tasks
  • Travel 85% of the time.
  • No direct reports.
  • Complete pre-calls to responsible parties.
  • Follow up to ensure receipt of materials.
  • Maintain a reliable, nonpublic high-speed internet connection.
• Licensing & Legal Requirements
  • Must aquire Health Insurance license within 45 days of employment.
• Actively supports and complies with all components of the compliance program, including, but not limited to, completion of training and reporting of suspected violations of law and Company policy.
• Maintains confidentiality of all information; abides with HIPAA and PHI guidelines at all times.
• The Company reserves the right to modify any bonus/commission structure prospectively at any time for any reason. A bonus/commission is not considered earned until it is paid, and the employee remains with the Company at the time of payment.
• To work remotely, it is expected you will have a reliable, nonpublic high-speed internet connection with sufficient bandwidth to participate in all work-related activities. Any interruptions in service should be immediately reported to your manager.  
• Reacts positively to change and performs other duties as assigned

• Bachelor’s degree or equivalent experience preferred.
• 5+ years of healthcare sales experience.
• Strong communication, presentation, and customer service skills.
• Comfortable making frequent phone calls and meeting deadlines.
• Goal-oriented, self-motivated, and able to multitask and solve problems.
• High attention to detail with strong computer and CRM proficiency.
• Reliable transportation, valid driver’s license, and auto insurance required.
• Proactive, accountable, and able to follow through effectively.
• Excellent interpersonal, oral, and written communication skills.
• Excellent customer service skills.
• Anticipate needs in a proactive manner to increase satisfaction.
• The Company reserves the right to modify any bonus/commission structure prospectively at any time for any reason. A bonus/commission is not considered earned until it is paid, and the employee remains with the Company at the time of payment
• Take ownership of job responsibilities by initiating prompt and appropriate follow up and/or action to problems.