Associate Account Manager, Brokerage at Healthplanone in Trumbull, Connecticut

Job Description:

HealthPlanOne's mission is to help people find the right health insurance at the right price, so they live healthier lives. We are committed to making the shopping process simpler. Our mission has never been more important than it is today.



The Associate Account Manager provides support with the day-to-day management of all HPOne's contracted Medicare brokerage carriers. This Associate will have regular interaction with both internal and external contacts and will play an integral role in building carrier relationships and sales growth and retention.



Supervisory Responsibilities:

• None

• Assist effective facilitation, coordination, development, implementation, and execution of new carrier rollout


• Assist in building and maintaining positive relationships with our carrier partners and all Health Plan One internal departments and assist as needed


• Conduct regular internal sales/operations meetings to review performance and identify areas for improvement


• Gather all carrier compensation schedules and work closely with finance to track in our internal system

• Resolve conflicts and provide solutions to internal/external parties in a timely manner and provide support and assistance to the team


• Management of our internal Share Point site


• Provide reporting on a regular cadence capturing competitive retention and compliance data by partner


• Gather other data needs, analyze and interpret results using statistical techniques and provide ongoing reports

• Perform other related duties as assigned

• Bachelor's degree in business or relevant concentration


• 1 year in a sales or client services-oriented support role


• Excellent verbal, written and Microsoft Outlook and Excel skills


• Strong relationship management skills, both internally and externally


• Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy


• Proven ability to learn and execute multiple processes and to be proactive in identifying potential obstacles in completing a task... Out-of-the-Box thinker!


• High level of integrity, judgment and follow through


• Strong time management and organization skills


• Adaptable to change and fast paced environment


• Experience automating processes and identifying efficiencies to be gained

• 1+ year Medicare Insurance carrier experience


• Familiarity with insurance carrier commission schedules


• Understanding of Medicare principles as they pertain to the sale of Medicare products


• Experience in a business-to-business customer environment with health plans or within healthcare

• Prolonged periods of sitting at a desk and working on a computer, typically in a cubicle environment (constant noise, fluorescent overhead lighting)