Account Manager

• Maintain an established employee benefits book of business
• Manage client accounts, including service requests, policy changes, cancellations, and related functions
• Work directly with clients to answer questions and obtain information for quotes, endorsements, or renewals
• Process client service requests and gather information for submissions
• Verify and maintain account files and records
• Review insurance applications and policies for compliance with underwriting authority and guidelines
• Provide insurance information and support to Sales Executives in written forms
• Screen and process insurance applications
• Prepare and compile insurance-related documents
• Market existing and new accounts
• Maintain positive carrier relationships
• Assist in meeting office sales goals
• Perform other duties assigned by management

Account Manager – Employee Benefits

• Identify and cultivate new business opportunities with EPs, cardiologists, and healthcare administrators
• Develop and execute territory growth plans focused on market penetration, product adoption, and long-term customer value
• Lead the full sales cycle from lead generation and needs assessment through contract close and onboarding
• Deliver data-driven sales presentations communicating the clinical and economic value of the Zio platform
• Build relationships with key opinion leaders, physicians, and executive stakeholders
• Navigate complex healthcare environments to drive partnerships and account conversions
• Build and maintain a sales pipeline using Salesforce.com for forecasting, territory planning, and reporting
• Manage account performance and operational health, including training, inventory management, workflow optimization, and usage growth
• Collaborate with KAMs, CX, FSRs, Payer Relations, Billing, Customer Success, and Marketing
• Manage business planning, expense reporting, activity tracking, and account-health tools
• Analyze territory performance, market trends, and competitive activity
• Provide leadership with feedback on territory dynamics, customer needs, and market shifts
• Meet or exceed quarterly and annual sales goals

Account Manager jobs in Montana

Account Manager – Employee Benefits

Territory Manager – Eastern WA, Montana