Account Executive

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Integrity Marketing Group LLC

WebsiteLinkedInAlle Stellen

5001 - 10000 Mitarbeiter

Gegründet 2006

💸 Finanzen

Finance • Insurance • Technology

Integrity Marketing Group LLC ist ein einzigartiges Unternehmen, das Technologie, Daten und eine persönliche Note nutzt, um das Erlebnis im Versicherungs- und Finanzdienstleistungssektor zu verbessern. Durch die Innovation ganzheitlicher Lösungen hilft Integrity dabei, Einzelpersonen umfassend in den finanziellen und gesundheitlichen Aspekten ihres Lebens zu schützen. Die Omnichannel-Plattform des Unternehmens vereinfacht den Prozess der Versicherungs- und Finanzdienstleistungen, indem sie Anbieter und Verbraucher von der Vermarktung bis hin zur Distribution verbindet. Integrity verwendet proprietäre Technologie, branchenführende Datenanalysen und strategische Partnerschaften, um Verbrauchern, Agenten und Beratern erstklassigen Service zu bieten. Als mitarbeitergeführtes Unternehmen legt Integrity Wert auf Familie, Service und ethische Geschäftspraktiken.

Beschreibung

• 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.

🎯 Anforderungen

• 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.

🏖️ Vorteile

• Competitive compensation package • Health insurance • Professional development opportunities