Healthcare Account Manager

360care•Greenville, NC

About The Position

The Healthcare Account Manager helps nursing homes adopt and implement the Citizen Insurance product. Working closely with the Sales Manager and sales team, this role educates nursing home staff and families about the product, supports product rollouts, and facilitates resident and staff enrollment. The position serves as a sales representative in a designated area, travels 85% of the time, and has no direct reports. The role builds relationships with nursing home administrators and staff, identifies adoption opportunities, conducts presentations and training, organizes enrollment events, supports customers, and monitors rollout progress. It also maintains accurate records and reports, assists with enrollment documentation, addresses customer questions, and ensures enrollments comply with applicable regulatory requirements. The employee must protect confidential information and follow HIPAA and PHI guidelines. Remote work requires a reliable, nonpublic high-speed internet connection with enough bandwidth for work-related activities. The employee must report service interruptions to their manager. The role also requires maintaining job knowledge of pertinent laws and state requirements, completing legally required education, and supporting the company compliance program.

Requirements

  • High school diploma or equivalent required.
  • Three years of healthcare sales experience.
  • Proven sales experience with an established record of exceeding quotas.
  • Must obtain a Health Insurance license within 45 days of employment.
  • Strong phone presence and experience making multiple calls per day.
  • Excellent verbal, written, listening, presentation, interpersonal, and computer skills.
  • Strong customer service skills, attention to detail, and sensitivity to deadlines and timely reporting.
  • Goal-oriented, self-motivated, able to problem-solve and multitask, and passionate about helping others.
  • Familiarity with Salesforce or a similar CRM.
  • Must have own transportation, a good driving record, and auto insurance.
  • Ability to work independently and with other team members.
  • Must be legally authorized to work in the United States.
  • Employment offer is conditional on successful completion of a background investigation and drug screen.
  • For remote work, must have reliable, nonpublic high-speed internet with sufficient bandwidth for work activities and promptly report service interruptions.

Nice To Haves

  • Bachelor's degree or equivalent work experience in a related field preferred.

Responsibilities

  • Serve as the sales representative in the designated area.
  • Partner with the sales team to introduce and promote Citizen Insurance to nursing homes.
  • Identify potential leads and opportunities for product adoption in target facilities.
  • Educate nursing home staff, family members, and guardians about the product and available benefits.
  • Conduct informational presentations and training sessions for nursing home staff.
  • Plan and execute enrollment days and manage enrollment event logistics.
  • Assist clients with enrollment forms and ensure required documentation is completed.
  • Build and maintain professional relationships with nursing home administrators, staff, and existing customers.
  • Provide ongoing customer support, address concerns, and resolve questions about the product, enrollment process, or related systems.
  • Monitor rollout progress, enrollment numbers, and feedback; provide regular updates and performance reports to internal stakeholders.
  • Maintain accurate records of interactions with nursing homes and clients and provide timely reporting.
  • Ensure enrollments comply with applicable regulatory requirements.
  • Understand customer needs, qualifications, and requirements; route customers to appropriate departments when needed.
  • Handle customer inquiries promptly and effectively, and take appropriate follow-up action to support satisfaction.
  • Complete pre-calls to responsible parties for nursing home residents and follow up to confirm prospects received materials.
  • Maintain knowledge of company services, pertinent laws, and differing state requirements; participate in routine legally required education.
  • Maintain equipment and systems by troubleshooting, reporting, and tracking problems.
  • Support and comply with all components of the compliance program, including training and reporting suspected violations.
  • Maintain confidentiality and comply with HIPAA and PHI guidelines.
  • Conduct business professionally, ethically, and honestly; respond positively to change and perform other duties as assigned.
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