Logo for Integrity

Account Executive

Role overview

Qualifications

  • 5+ years of experience in BPO account management, client services, or operations, with proven success managing large, multi-million-dollar accounts.
  • Strong understanding of Medicare, CMS regulations, and health insurance operations, with demonstrated ability to scale accounts and manage ramp-ups and seasonal fluctuations.
  • Exceptional analytical skills with experience using BPO metrics to drive performance, plus strong communication, negotiation, and executive presence.
  • Experience working cross-functionally with operations, WFM, training, and quality teams in fast-paced, high-growth environments.

Responsibilities

  • Serve as the primary liaison for assigned clients, building executive-level relationships and leading weekly alignment calls, business reviews, and strategic planning sessions.
  • Partner with Operations, Workforce Management, Training, and Quality teams to ensure delivery meets contractual KPIs; monitor metrics such as conversion rates, AHT, ASA, service levels, compliance/quality scores, and enrollment, and drive cross-functional action plans.
  • Manage multi-million-dollar account portfolios with accountability for revenue, margin, forecasting; track billing, change orders, contract renewals, and identify opportunities for account expansion and upsells.
  • Lead growth initiatives including account ramp-ups, seasonal scaling (AEP/OEP), new program launches, and ensure scalable processes, staffing, and Medicare compliance; deliver data-driven insights and maintain dashboards and executive reporting.

About the company

Integrity logo

Integrity

Integrity is the nation's leading distributor of life and health insurance, and provider of innovative solutions for wealth management and retirement planning.

Company details

Company size5001 - 10000

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

About the Role 

Connexion Point is seeking a highly skilled Account Manager to oversee and grow strategic client relationships within our health‑insurance BPO portfolio. This role is ideal for someone who thrives in a fast‑paced, metrics‑driven environment and has deep experience managing enterprise accounts, particularly in the Medicare and health insurance ecosystem. You will serve as the primary point of contact for key clients, ensuring operational excellence, contractual compliance, and long‑term account expansion. 

Key Responsibilities 

Client Relationship & Strategic Management 

  • Serve as the primary liaison for assigned clients, ensuring alignment between client goals and Connexion Point’s operational delivery. 

  • Build and maintain strong executive‑level relationships with client stakeholders. 

  • Participate in weekly touch base calls to ensure consistent alignment and delivery of goals. 

  • Lead Business Reviews, performance deep dives, and strategic planning sessions. 

Operational Oversight & Performance Management 

  • Partner closely with Operations, Workforce Management, Training, and Quality teams to ensure delivery meets or exceeds contractual KPIs. 

  • Monitor and interpret BPO performance metrics such as: 

  • Conversion rates 

  • AHT, ASA, and service levels 

  • Compliance and quality scores 

  • Enrollment performance 

  • Identify performance gaps and drive cross‑functional action plans to improve outcomes. 

Financial & Contract Management 

  • Manage multi‑million‑dollar account portfolios with full accountability for revenue, margin, and forecasting accuracy. 

  • Track and report on financial performance, including billing, change orders, and contract renewals. 

  • Identify opportunities for account expansion, upsells, and new lines of business. 

Scaling & Growth 

  • Lead the planning and execution of account ramp‑ups, seasonal scaling (e.g., AEP/OEP), and new program launches. 

  • Collaborate with Workforce and Operations to ensure staffing models, hiring plans, and training timelines support client demand. 

  • Partner with Operations to develop scalable processes to support rapid growth while maintaining compliance and quality. 

Medicare & Compliance Expertise 

  • Ensure all programs adhere to CMS guidelines, Medicare marketing rules, and Connexion Point’s compliance standards. 

  • Partner with compliance teams to manage audits, documentation, and regulatory updates. 

  • Provide subject‑matter expertise on Medicare Advantage, PDP, and supplemental insurance programs. 

Data, Insights & Reporting 

  • Deliver clear, data‑driven insights to clients and internal leadership. 

  • Translate complex operational data into actionable recommendations. 

  • Maintain dashboards, scorecards, and executive‑level reporting. 

Qualifications 

  • 5+ years of experience in BPO account management, client services, or operations. 

  • Proven success managing large, multi‑million‑dollar accounts in a performance‑driven environment. 

  • Strong understanding of Medicare, CMS regulations, and health insurance operations. 

  • Demonstrated ability to scale accounts, lead large ramp‑ups, and manage seasonal fluctuations. 

  • Exceptional analytical skills with experience using BPO metrics to drive performance. 

  • Strong communication, negotiation, and executive‑presence skills. 

  • Experience working cross‑functionally with operations, WFM, training, and quality teams. 

  • Ability to thrive in a fast‑paced, high‑growth environment. 

Preferred Experience 

  • Prior experience in a healthcare BPO or contact center environment. 

  • Background supporting Medicare AEP/OEP or other regulated insurance programs. 

  • Familiarity with Salesforce, Tableau, or similar reporting tools. 

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Account Executive Related jobs

Other jobs at Integrity

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.