Senior Account Manager

Overview

Role involves leading onboarding and managing relationships with credit union partners for Medicare solutions.

Ideal candidate should have 5+ years in client onboarding or account management with a background in insurance or financial services.

Locations

• United States

Requirements

• 5+ years experience in client onboarding
• Prior start-up experience
• Background in insurance or financial services
• Strong Powerpoint and Excel skills
• Strong relationship-building and communication skills

Responsibilities

• Lead onboarding and relationship management
• Coordinate project timelines and training delivery
• Serve as main contact for credit union stakeholders
• Collaborate with local agents for training
• Customize referral processes
• Set up tracking for referrals and metrics
• Manage ongoing relationships with partners

Benefits

• Health benefits
• Paid time off
• 401k with employer contribution
• Flexible work environment
• Technology of choice