National Account Manager (Medical Insurance)

National Account Manager

GarityAdvantage

Remote

About GarityAdvantage

GarityAdvantage is an independent marketing organization that specializes in the senior market — namely, Medicare products. The firm is also proud to serve as a key intermediary between insurance carriers and a network of independent sales agents. GarityAdvantage is an expansive Medicare leader in the New England area and is rapidly expanding into new markets. In business since 1970, GarityAdvantage today serves more than 250,000 Americans. GarityAdvantage is based in Norwell, Massachusetts and is a proud member of the Integrity family of companies.

Job Summary

The Account Manager Role (AM) is responsible for managing assigned accounts to drive sales growth. The role combines the day-to-day sales support services typically provided by our Account Success Representatives with the ongoing strategic account management typically delivered by our National Account Directors. To succeed, the AM will have access to a mentor or leadership for strategic support as needed.

The role will be remote in some situations and in the field for others. This primarily depends on the location of their assigned accounts. 

Primary Responsibilities:

• Work Closely with the Recruiting Team
• Support the Quick Onboarding Process of New Accounts
• Manage accounts to ensure optimal commitment and performance
• Monthly production calls with leadership to report out on each account is required. 
• Handle all sales related inquiries from assigned accounts (e.g. products questions, carrier interactions, upline/downline needs, sales tools & carrier portals, marketing requests, co-op, leads, etc.)
• Handle any/all product and carrier related questions
• Maintain a clear understanding of the CMS compliance expectations for brokers
• Follow the timeline of activities required for each new agency/agent.
• Work with recruiting team and agent to expand the number of contracts for assigned accounts
• Maintain/update the CRM system to ensure agent records are up to date
• Troubleshoot and work to resolve broker issues/inquiries regarding contracting, enrollment, commissions etc. when possible and/or distribute these calls to the appropriate departments when necessary.
• Provide guidance and marketing support for brokers in need of product information, lead generating strategies or supplies
• Manage pre-AEP certification process for existing brokers to ensure they are ready-to-sell
• Call ALL brokers regularly to keep them warm and interested in Garity and writing business.
• Prioritize quantity/depth of touchpoints based on broker production (A, B, C)
• Evaluate production and contract holes in existing broker base and devise strategies to improve sales/add contracts via outbound communication and direct outreach
• Develop Monthly/Quarterly performance reports for key uplines and top producers
• Call existing brokers to invite them to train and other meetings/webcasts

Primary Skills & Requirements:

• Become licensed and certified to sell within 3 months of employment in role
• Proficient use of Outlook, Excel, and CRM tools
• Social media experience with LinkedIn, Facebook and Twitter is a plus.
• Medicare experience/knowledge preferred

Benefits Available

• Medical/Dental/Vision Insurance
• 401(k) Retirement Plan
• Paid Holidays
• PTO
• Community Service PTO
• FSA/HSA
• Life Insurance
• Short-Term and Long-Term Disability

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including