B2B Account Manager

Overview We are seeking a driven and relationship-focused Account Manager to support employees who are turning 65 and need Medicare guidance while actively working. This role combines consultative sales, ongoing client service, employer relationship management, and educational outreach. The Account Manager will serve as the primary advisor for Medicare Advantage/Part D (MAPD)/Supplement needs, ensure a smooth onboarding experience for each eligible employee, and represent our organization as a Medicare solutions partner for employers. Key Responsibilities Medicare Sales & Client Support Conduct personalized consultations with employees who are turning 65 to evaluate their needs and recommend the most appropriate Medicare Advantage/Part D/ (MAPD)/Supplement plans. Guide clients through the Medicare enrollment process, ensuring clarity, accuracy, and compliance with CMS regulations. Maintain ongoing Medicare support for each client, including plan reviews, coverage updates, and resolution of any claims or billing concerns. Build long-term, trust-based relationships through proactive communication, timely follow-up, and consistent client advocacy. Employer Relationship Management Serve as the primary point of contact for partnered employers, ensuring smooth coordination of Medicare services for their workforce. Provide HR teams and benefits administrators with timely updates, eligibility lists, program insights, and compliance-supportive guidance. Monitor employer satisfaction, gather feedback, and implement improvements to strengthen partnership value. Develop and maintain employer-specific engagement strategies to maximize participation and awareness. Outreach, Marketing & Education Host Medicare educational events, webinars, and workshops for employees who are turning 65 or planning ahead. Present the value of our Medicare support program to prospective companies and lead discussions about partnership opportunities. Collaborate with internal marketing to create and distribute educational materials, digital content, and employer-focused resources. Represent the company at conferences, health fairs, and community events to expand visibility and strengthen industry presence. Travel & On-Site Presence Travel to employer locations, client meetings, and outreach events as needed (local and regional travel required). Build strong in-person relationships with HR partners, executives, and employees nearing Medicare eligibility. Qualifications Active health insurance license with Medicare certification (AHIP or equivalent). Proven experience in Medicare sales, benefits consulting, or account management, preferably in the T65 MA/MAPD/Supplement space. Strong presentation skills and comfort speaking to groups of all sizes. Excellent relationship-building skills with both individual clients and corporate partners. Ability to manage multiple accounts, priorities, and events in a fast-paced environment. Willingness to travel regionally and represent the company in professional and educational settings. High integrity, professionalism, and commitment to compliance with Medicare and CMS guidelines. Key Competencies Consultative Sales Ability – Skilled at identifying needs and guiding clients to the right Medicare solutions. Relationship Management – Strong interpersonal skills with an emphasis on trust and service. Communication & Public Speaking – Effective in educating both individuals and groups. Organization & Follow-Through – Capable of managing multiple employer accounts and deadlines. Professionalism & Compliance Awareness – Adherence to Medicare regulations and ethical standards. What We Offer Competitive compensation and commission structure Opportunities for career growth within the Medicare and employer benefits space Supportive team, ongoing training, and access to marketing and compliance resources Travel reimbursement and technology tools for managing accounts effectively