Account Executive

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Integrity Marketing Group LLC

SiteLinkedInTodas as Vagas

5001 - 10000 funcionários

Fundada em 2006

💸 Finanças

Finance • Insurance • Technology

A Integrity Marketing Group LLC é uma empresa única que utiliza tecnologia, dados e um toque pessoal para aprimorar a experiência em seguros e serviços financeiros. Inovando com soluções holísticas, a Integrity ajuda indivíduos a proteger de forma abrangente os aspectos financeiros e de saúde de suas vidas. A plataforma omnicanal da empresa simplifica o processo de obtenção de seguros e serviços financeiros, conectando operadoras e consumidores do marketing à distribuição. A Integrity utiliza tecnologia proprietária, análise de dados líder na indústria e parcerias estratégicas para oferecer um serviço de classe mundial a consumidores, agentes e consultores. Como uma empresa pertencente aos empregados, a Integrity valoriza a família, o serviço e práticas comerciais éticas.

Descrição

• Serve as the primary liaison for assigned clients, ensuring alignment between client goals and Connexion Point’s operational delivery. • Build and maintain strong executive-level relationships with client stakeholders. • Participate in weekly touch base calls to ensure consistent alignment and delivery of goals. • Lead Business Reviews, performance deep dives, and strategic planning sessions. • Partner closely with Operations, Workforce Management, Training, and Quality teams to ensure delivery meets or exceeds contractual KPIs. • Monitor and interpret BPO performance metrics such as: Conversion rates AHT, ASA, and service levels Compliance and quality scores Enrollment performance. • Identify performance gaps and drive cross-functional action plans to improve outcomes. • Manage multi-million-dollar account portfolios with full accountability for revenue, margin, and forecasting accuracy. • Track and report on financial performance, including billing, change orders, and contract renewals. • Identify opportunities for account expansion, upsells, and new lines of business. • Lead the planning and execution of account ramp-ups, seasonal scaling (e.g., AEP/OEP), and new program launches. • Collaborate with Workforce and Operations to ensure staffing models, hiring plans, and training timelines support client demand. • Partner with Operations to develop scalable processes to support rapid growth while maintaining compliance and quality. • Ensure all programs adhere to CMS guidelines, Medicare marketing rules, and Connexion Point’s compliance standards. • Partner with compliance teams to manage audits, documentation, and regulatory updates. • Provide subject-matter expertise on Medicare Advantage, PDP, and supplemental insurance programs. • Deliver clear, data-driven insights to clients and internal leadership. • Translate complex operational data into actionable recommendations. • Maintain dashboards, scorecards, and executive-level reporting.

🎯 Requisitos

• 5+ years of experience in BPO account management, client services, or operations. • Proven success managing large, multi-million-dollar accounts in a performance-driven environment. • Strong understanding of Medicare, CMS regulations, and health insurance operations. • Demonstrated ability to scale accounts, lead large ramp-ups, and manage seasonal fluctuations. • Exceptional analytical skills with experience using BPO metrics to drive performance. • Strong communication, negotiation, and executive-presence skills. • Experience working cross-functionally with operations, WFM, training, and quality teams. • Ability to thrive in a fast-paced, high-growth environment.

🏖️ Benefícios

• Competitive compensation package • Health insurance • Professional development opportunities