Ancillary Account Manager

Overview

This position is responsible for helping nursing homes adopt and implement the Citizen Insurance product. They will work closely with the Sales Manager to educate nursing homes about the product, ensure smooth rollouts, and facilitate the enrollment process.

Responsibilities

• Serve as Sales representative in the defined area.
• Must have Health Insurance license within 45 days of employment.
• Travel 85% of the time.
• No direct reports.
• Partner with the sales team to introduce and promote the Citizen Insurance product to nursing homes.
• Help identify potential leads and opportunities for product adoption in target facilities.
• Educate nursing home staff (e.g., administrators, care managers) on the features and benefits of the Citizen Insurance product.
• Conduct informational presentations or training sessions to ensure the staff understands how the product works.
• Plan and execute "enrollment days," where nursing home residents and staff are assisted in signing up for the Citizen Insurance product.
• Oversee the logistical details of enrollment events, ensuring smooth operations, clear communication, and timely completion.
• Build and maintain strong relationships with nursing home administrators and staff to ensure continued satisfaction and support for the product.
• Provide ongoing support, address concerns, and ensure that nursing homes are properly utilizing the Citizen Insurance product.
• Monitor progress and results of product rollouts, including enrollment numbers and feedback from nursing homes.
• Provide regular updates and performance reports to internal stakeholders (e.g., sales managers, product teams).
• Ensure that all enrollments comply with applicable regulatory requirements and that all necessary documentation is properly completed.
• Maintain accurate records of all interactions with nursing homes and clients.
• Be available to resolve any issues or questions from nursing homes regarding the Citizen Insurance product, enrollment process, or related systems.
• Maintain professional relationships with existing customers within designated region.
• Provide accurate and timely reporting.
• Assist clients with completion of enrollment forms as needed.
• Ensure client satisfaction is met and maintained.
• Conduct business in a professional, ethical and honest manner at all times.
• Understand and maintain awareness of customer needs, qualifications and requirements.
• Route customers to the appropriate departments for further development and resolution.
• Educate family members and guardians on the benefits available to those residing at the facilities we service.
• Responsible for handling customer inquiries promptly and effectively in a fast-paced, team-oriented environment.
• Maintains and improves quality results by following standards, recommending improved policies and procedures.
• Maintain job knowledge by studying pertinent laws and differing state requirements, participating in routine educational requirements by law.
• Maintains equipment and systems by troubleshooting, reporting and tracking problems.
• Completes pre-calls to responsible parties for nursing home residents to inform them of the benefit programs.
• Follow up to make sure prospects have received materials sent to them.
• Maintains strong knowledge of company services provided to customer.
• Actively supports and complies with all components of the compliance program, including, but not limited to, completion of training and reporting of suspected violations of law and Company policy.
• Maintains confidentiality of all information; abides with HIPAA and PHI guidelines at all times.
• To work remotely, it is expected you will have a reliable, nonpublic high-speed internet connection with sufficient bandwidth to participate in all work-related activities. Any interruptions in service should be immediately reported to your manager.  
• The Company reserves the right to modify any bonus/commission structure prospectively at any time for any reason. A bonus/commission is not considered earned until it is paid, and the employee remains with the Company at the time of payment.
• If the Employee voluntarily terminates employment with the Company within 12 months of his/her start date, the Employee shall reimburse the Company in the amount of $6,000 for the cost of the insurance exam and study materials and for the salary received during the time Employee was studying for the exam.  The employee specifically agrees that the Company is allowed to deduct such amount from any amount due to Employee after he/she has provided his/her resignation notice.
• Reacts positively to change and performs other duties as assigned.

Qualifications

• Bachelors Degree or equivalent work experience in related field preferred; High school diploma or equivalent required.
• 3 years of healthcare sales experience.
• Strong phone presence and experience making multiple calls per day.
• Excellent communication (verbal, written, and listening), presentation and computer skills.
• Sensitive to deadlines and completed reporting in a timely manner.
• Must be goal oriented and have a passion to help others.
• Must be self-motivated and able to problem solve, multi-task.
• High attention to detail and strong customer service skills.
• Strong computer skills required.
• Familiar with Salesforce or similar CRM.
• Must have own transportation, good driving record and auto insurance.
• Ability to work independently and with other team members.
• Excellent interpersonal, oral, and written communication skills.
• Must be detail oriented and self-motivated.
• Excellent customer service skills.
• Anticipate needs in a proactive manner to increase satisfaction.
• Take ownership of job responsibilities by initiating prompt and appropriate follow up and/or action to problems.

We will only employ those who are legally authorized to work in the United States. Any offer of employment is conditional upon the successful completion of a background investigation and drug screen.