Own and grow a portfolio of agency and agent partners, building strong relationships and identifying opportunities to increase engagement and production
Serve as a trusted partner to agencies and agents, helping them navigate Pivot Health products, tools, processes, and opportunities
Proactively engage partners through regular outreach, agency visits, business reviews, training, and targeted growth conversations
Use performance data to understand account activity, identify trends and opportunities, and develop strategies to improve partner production and retention
Travel to agency offices, conferences, and partner events to strengthen relationships, support business development, and increase partner engagement
Represent Pivot Health at agency and industry events, confidently delivering product education, training, and business updates to both small and large audiences
Support product launches, sales initiatives, and campaigns by educating partners and driving adoption across agency and agent networks
Identify barriers impacting partner performance and work across Sales, Operations, Marketing, and other teams to find solutions and improve the partner experience
Bring partner feedback and market insights back to the business to help inform products, processes, and future growth opportunities
Maintain accurate partner activity, opportunities, and account information within our CRM and internal systems
- Take ownership of account performance and continuously look for new ways to grow relationships, increase production, and strengthen Pivot Health’s distribution network
- Who You Are
- You have 3+ years of experience in account management, partner development, sales, or insurance operations, ideally within a B2B insurance distribution model
You understand the individual health insurance market, particularly under-65 products, and are comfortable working with brokers, agencies, agents, and uplines
You’re commercially minded and motivated by growth. You don’t just maintain accounts; you look for opportunities to increase engagement, production, and long-term value
You’re a strong relationship builder who can earn credibility with partners, have productive business conversations, and confidently navigate challenges
You’re comfortable presenting and training, whether you’re sitting across the table from an agency partner or speaking to a larger group at an industry event
You use data to understand what’s happening within your accounts and turn those insights into action
You’re proactive, organized, and comfortable owning a portfolio of partners in a remote environment
You’re comfortable with technology and have experience with enrollment, quoting, or broker platforms such as E123, HealthSherpa, or similar tools; CRM experience with Salesforce, HubSpot, or similar platforms is a plus
You thrive in a fast-moving, performance-driven environment and take ownership of your results
- You’re willing and able to travel approximately 30% on average for agency visits, partner trainings, conferences, and industry events
- How You Stand Out
- Experience managing a portfolio of agent or agency relationships in a remote environment
Familiarity with multi-carrier insurance distribution models
Experience with broker enablement or enrollment platforms
Experience with CRM systems such as Salesforce or HubSpot
Strong analytical skills and attention to detail in a fast-moving, performance-driven environment
