客户经理

About the Role

ConnexionPoint isseekinga highly skilledAccount Managerto 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 managingenterpriseaccounts, particularly in theMedicare and health insuranceecosystem. 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 assignedclients, ensuring alignment between client goals andConnexionPoint’s operational delivery.

• Build andmaintainstrong executive‑level relationships with client stakeholders.

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

• LeadBusiness 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

• Identifyperformance 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.

• Identifyopportunities 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 timelinessupportclient demand.

• Partner with Operations to develop scalable processes to support rapid growth whilemaintainingcompliance and quality.

Medicare & Compliance Expertise

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

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

• Provide subject‑matterexpertiseon 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 inBPO account management, client services, or operations.

• Proven success managinglarge, multi‑million‑dollar accountsin a performance‑driven environment.

• Strong understanding ofMedicare, CMS regulations, and health insurance operations.

• Demonstrated ability toscale 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.
Originally posted on Himalayas