Account Executive

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🕒 April 3

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Integrity Marketing Group LLC

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 2006

💸 Finance

Finance • Insurance • Technology

Integrity Marketing Group LLC is a unique company that leverages technology, data, and a personal touch to enhance the insurance and financial services experience. By innovating holistic solutions, Integrity helps individuals protect their life's financial aspects and health comprehensively. The company's omnichannel platform simplifies the process of securing insurance and financial services, connecting carriers and consumers from marketing through distribution. Integrity uses proprietary technology, industry-leading data analytics, and strategic partnerships to offer world-class service to consumers, agents, and advisors. As an employee-owned company, Integrity values family, service, and ethical business practices.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• Competitive compensation package • Health insurance • Professional development opportunities