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EnrollHere

Insurance platform for agents with analytics

Account Executive - Customer Success

Account ManagementConfirmed live in the last 24 hours
Full-timeRaleigh, NC, USA

About the Job

Requirements

  • At least 3 years of experience in SaaS account management, renewals, or customer success, preferably in B2B enterprise software.
  • Understanding of the health and life insurance industry, including carriers, distributors, FMOs, and agency operations.
  • Proven success managing renewals and expansion quotas with a consultative, data-driven approach.
  • Communication, negotiation, and presentation skills for engaging C-level and operational stakeholders.
  • Organizational skills and proficiency with a customer relationship management (CRM) system such as HubSpot, Salesforce, or a similar platform.
  • Willingness to travel approximately 50% of the time.

Responsibilities

  • Serve as the primary commercial point of contact for assigned accounts, ensuring client satisfaction, retention, and growth.
  • Identify upsell and cross-sell opportunities across the product suite; manage renewals and negotiate contracts with support from leadership.
  • Partner with Customer Success Managers, Product, and Solutions teams to align platform capabilities with evolving client needs.
  • Develop account plans to forecast growth, mitigate churn risk, and build relationships with business, IT, and operations stakeholders.
  • Monitor platform adoption, usage analytics, and return-on-investment metrics to guide clients toward greater impact and renewal readiness.
  • Capture client feedback and advocate internally to shape roadmap priorities and improve user experience.
  • Stay informed on regulatory trends, including CMS, ACA, Medicare Advantage, life licensing, and compliance, to serve as a trusted advisor to clients.

Desired Qualifications

  • Experience working with compliance, licensing, or data exchange software in the insurance ecosystem.
  • Familiarity with health plan operations, broker distribution, or Medicare Advantage processes.
  • Ability to operate in a startup or high-growth environment, including a self-starter mindset and adaptability.

About the Company

EnrollHere

Insurance platform for agents with analytics

EnrollHere provides a platform for insurance agents and agencies to manage policies, premiums, and coverage through personalized dashboards. The system offers real-time tracking, analytics, and customizable lead management, plus automated commission calculations and reporting. It includes third-party verification for enrollment compliance and integrates with existing systems with options for data migration and branding. Its goal is to help agents operate more efficiently, engage clients, and grow revenue by delivering an integrated, scalable toolset with clear data.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Southern Pines, NC
Founded
2024

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