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 homes about the product, supports implementation and enrollment, and maintains customer relationships. The position serves as the sales representative for a defined area and requires travel 85% of the time. There are no direct reports. The role supports residents, staff, family members, and guardians through product education, presentations, enrollment events, enrollment-form assistance, follow-up, and ongoing customer support. It monitors rollout progress and enrollment results, provides reporting to internal stakeholders, maintains accurate records, and ensures enrollment documentation and processes meet applicable regulatory requirements. The role also requires maintaining knowledge of relevant laws and state requirements, following compliance and HIPAA/PHI guidelines, and handling customer inquiries promptly and professionally. Remote work requires a reliable, nonpublic high-speed internet connection with sufficient bandwidth for work activities. Service interruptions must be reported promptly to the manager.

Requirements

High school diploma or equivalent required.
Bachelor’s degree or equivalent work experience in a related field preferred.
Three years of healthcare sales experience.
Must obtain a Health Insurance license within 45 days of employment.
Proven sales experience with an established track record of exceeding quotas.
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 ability to anticipate customer needs proactively.
Goal-oriented, self-motivated, and passionate about helping others; able to problem-solve, multitask, and work independently and with team members.
Sensitive to deadlines and able to complete reporting in a timely manner.
Familiarity with Salesforce or a similar CRM.
Must have own transportation, a good driving record, and auto insurance.
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 and report service interruptions to the manager.

Nice To Haves

Bachelor’s degree or equivalent work experience in a related field.
Familiarity with Salesforce or a similar CRM.

Responsibilities

Serve as the sales representative for the defined area and maintain professional relationships with existing customers in the designated region.
Partner with the sales team to introduce and promote the Citizen Insurance product to nursing homes and identify potential leads and adoption opportunities.
Educate nursing home staff, family members, and guardians about the product and available benefits through presentations, training, and other communications.
Plan and conduct enrollment days, oversee event logistics, and assist residents and staff with signing up for the product.
Provide ongoing support to nursing homes, address concerns and questions, and help ensure proper product use and customer satisfaction.
Monitor product rollout progress, enrollment numbers, and feedback; provide regular updates and performance reports to internal stakeholders.
Ensure enrollments comply with applicable regulatory requirements and that required documentation is complete; maintain accurate records of interactions with nursing homes and clients.
Assist clients with enrollment forms, complete pre-calls to residents’ responsible parties, and follow up to confirm prospects received materials.
Handle customer inquiries promptly and effectively, route customers to appropriate departments when needed, and take appropriate follow-up action to resolve problems.
Provide accurate and timely reporting and maintain awareness of customer needs, qualifications, and requirements.
Conduct business professionally, ethically, and honestly; comply with the company compliance program, complete required training, and report suspected violations of law or company policy.
Maintain confidentiality and comply with HIPAA and PHI guidelines.
Maintain job knowledge by studying relevant laws and state requirements and completing routine education required by law.
Maintain equipment and systems by troubleshooting, reporting, and tracking problems.
React positively to change and perform other duties as assigned.