Account Manager - Medicare

About Excel™

Ranked 6X by Inc. 5000 as one of the fastest-growing companies in America, Excel™ specializes in digital advertising and performance marketing, playing a pivotal role in connecting consumers with insurance brands, at scale. We partner with large strategic brands such as insurance carriers, brokers, and agencies, supplying them with high quality prospects looking for their services. This involves owning and operating top-rated insurance websites that we promote via paid search marketing driving the highest-intent consumers looking to acquire an insurance plan to meet their needs.

• Our Vision: Acquiring great customers should be simple.  
• Our Mission: Helping insurance brands acquire the right customers at scale.
• Our Values:  E - Embrace Simplicity, X - XL Impact, C - Customer Centric, E - Extreme Ownership, L - Laser Focused.

Our team

At Excel™ we believe remote working is an important way to enable people to achieve their best work while maximizing time efficiency and personal freedom.  Our culture is based on team-based performance that is highly aligned but loosely coupled, extreme ownership, growth mindset, curiosity, personal accountability, and we flourish because of the creativity and input from our team members. As an agile and innovative company, we are always looking for our next high performer to help transform the future!

About the role

This is a remote role, and candidates must be located in Ohio or South Florida.

Are you great at building enterprise relationships and using performance insights to drive revenue growth? Do you thrive in roles where you can own the outcome? In this position, you'll manage a portfolio of Medicare-focused business partners who trust us with substantial advertising budgets. Your main goal is to leverage campaign performance and market dynamics to help your partners grow—while building long-term strategic relationships.

This role is about complete ownership: When our partners succeed, you succeed. When they have problems, you solve them. You'll build relationships by being truly knowledgeable and by consistently delivering strong results. If you do this well, your accounts will grow naturally because you create real value for partners.

Key Responsibilities

Account Management & Growth

• Manage a portfolio of enterprise Medicare accounts with significant monthly budgets, serving as the day to day owner of performance and the relationship.
• Build relationships with senior stakeholders across carriers, brokerages, and agencies, and lead regular business reviews, with leadership support on executive-level accounts.
• Work with internal teams to develop account strategies informed by performance data and market trends.
• Identify and drive growth opportunities through optimization, expansion, and upsell, and contribute to pricing proposals that reflect the value delivered and each partner’s goals.
• Maintain accurate account records and pipeline in Salesforce and Asana.

Performance Analysis & Optimization

• Analyze performance across your accounts to spot trends, risks, and opportunities.
• Turn insights into clear action plans that improve results and partner outcomes.
• Troubleshoot performance issues and coordinate with technical teams to resolve them quickly.
• Document wins and best practices and share learnings with the broader team.

Client Communication

• Serve as the primary point of contact for assigned accounts, with support from leadership on larger or more complex accounts.
• Present performance data as clear, actionable recommendations and narratives.
• Handle escalations professionally and know when to bring in leadership.
• Build trust with stakeholders at multiple levels and take on a growing role in executive-level conversations and business reviews.

Growth Path

This role offers potential growth opportunities toward Senior Account Manager and other expanded responsibilities based on performance, business needs, and demonstrated capabilities.

This role requires some travel to onsite events and for in person collaboration.

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Qualifications

Required

• 3+ years in B2B account management, performance marketing, insurance, or SaaS.
• Strong analytical and problem-solving skills, with a solid grasp of KPIs and how to move them.
• Excellent written and verbal communication. You are clear, concise, and persuasive.
• Self-directed, accountable, and organized, with a focus on measurable outcomes.
• Experience managing client relationships and contributing to revenue growth within existing accounts.

Preferred

• Experience with complex or enterprise-level client relationships.
• Hands-on experience with Google Ads, Taboola, Tableau, or similar platforms.
• CRM experience (Salesforce preferred).
• Familiarity with Medicare, lead generation, or regulated marketing environments.

Reporting relationships

• Reports to: VP of Growth

Compensation mix

• Fixed base salary
• Variable performance bonus
• Transactional Bonus
• $1,000 Learning Allowance/year
• Separate budget for conferences/events
• Company-sponsored benefits

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Short term disability insurance
• Long term disability insurance
• 401(k) plan
• Flexible schedule
• Paid time off
• Parental leave

Some benefits may vary depending on applicability/availability.

Perks

• Holidays, vacation, and personal paid time-off
• Work-life flexible while committed to growth
• The entire company is remote/work from home
• Company provided computer hardware/software
• Unlimited growth and development opportunities

Next steps

If you are interested in this opportunity, want to grow with a company that is invested in you and the future, apply now to be considered for this position! It is highly recommended you read our culture memo at https://excelimpact.com/culture before applying to ensure you could be a good cultural fit.

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