SmartConnect Account Manager

Who We Are: 

Join Spring Venture Group, a dynamic leader transforming the Medicare health insurance distribution industry. We are driven by a singular mission: to be the most trusted partner for our customers and our people, guiding them through one of life's most crucial decisions—securing the right health and financial well-being.

What We Offer:

We empower you to do your best work. Experience an incredible culture, comprehensive benefits, and fantastic income potential in a stable and successful work environment. Come build a rewarding career where you can make a meaningful impact on peoples’ lives. If you are determined, driven, and ready to achieve ambitious goals, join our diverse and inclusive team!

The Opportunity: SmartConnect Account Manager

The SmartConnect Account Manager is a crucial role responsible for delivering a world-class  experience and fostering long-term, high-value relationships with assigned accounts. You will be the trusted primary contact, strategizing with clients to maximize engagement, lead generation, and overall account penetration.

If you are a highly organized, results-oriented professional who thrives in a fast-paced environment and is passionate about establishing SmartConnect as the premier Medicare solution, we want to hear from you. This role offers the chance to collaborate directly with Account Executives to drive significant business expansion.

Key Responsibilities (Essential Duties)

As a SmartConnect Account Manager, you will be responsible for three core areas: Client Relationship Management, Strategic Growth & Engagement, and Operational Excellence.

• Client Relationship Management:

  • Serve as the primary, trusted point of contact for all assigned accounts, promptly addressing concerns and delivering exceptional service.

  • Successfully onboard new clients and develop strong, lasting relationships with key customer stakeholders and executive sponsors.

  • Execute regular client training, resource development (webinars/content), and appreciation initiatives to strengthen relationships and educate partners.

• Strategic Growth & Engagement:

  • Develop and implement strategic plans and engagement campaigns (weekly, monthly, quarterly) to maximize account activity and lead generation.

  • Identify, pitch, and secure new business opportunities and expansion within the existing book of business, ensuring year-over-year growth.

  • Collaborate with Account Executives to achieve ambitious sales targets and expand our overall book of business.

• Operational Excellence & Reporting:

  • Maintain meticulous records and data integrity within the internal CRM and conduct regular data audits.

  • Track and report on Key Performance Indicators (KPIs) to measure success, analyze account metrics, and prepare executive reports on client performance.

  • Work closely with Marketing to create compelling, client-facing content and ensure all SmartConnect resources are functional and accurate.

  • Identify and implement process improvements to enhance the efficiency and effectiveness of all account management operations.

• Experience & Education:

  • Minimum BA/BS degree or equivalent work experience in a related field.

  • Minimum 3 years of sales experience, preferably in B2B sales or account management.

• Required Knowledge:

  • Strong knowledge of the Medicare landscape, including Medicare Supplement, Medicare Advantage plans, prescription drug plans, and ancillary products.

• Core Competencies:

  • Exceptional written and verbal communication and presentation skills.

  • Highly organized, detail-oriented, and process-minded with exceptional time management.

  • Proven ability to work collaboratively and effectively across interdepartmental teams.

Benefits:

• Competitive compensation Medical, Dental and Vision benefits after a short waiting period

• 401k matching program

• Generous paid time off program with an additional company break during the holidays

• Annual Volunteer Time Off (VTO) and a donation matching program

• Life Insurance Employee Assistance Program (health & well-being on and off the job) Rewards and Recognition

• Maternity and Parental Leave

• Training program and ongoing support throughout your entire Spring Venture Group career

• Diverse, inclusive & welcoming culture

• Optional enrollment options include HSA/FSA, AD&D, Spousal/Dependent life insurance,  Short Term/Long Term Disability, Travel Assist, and Legal plans

Security Responsibilities:

• Operating in alignment with policies and standards

• Reporting Security Incidents Completing assigned training

• Protecting assigned organizational assets

All your information will be kept confidential according to EEO guidelines.

Spring Venture Group is an Equal Opportunity Employer

Spring Venture Group is an Equal Opportunity Employer