Account Manager - Bilingual (Spanish) Preferred

Job summary

The Account Executive is responsible for onboarding, training, and activating new agents while supporting lead generation and sales enablement efforts. They also manage a portfolio of accounts and act as a liaison between the Sales and Agent Support departments.

Job details

Summary: The Account Executive plays a critical role in onboarding, training, and activating new agents, ensuring they are fully equipped to succeed with NCD’s products. This role focuses on engaging with newly contracted agents to guide them through onboarding, training, and best practices. Additionally, the Account Executive supports lead generation efforts, works industry events, and gradually takes on higher level account management responsibilities. The Account Executive also serves as a liaison between Sales and Agent Support, ensuring that escalated concerns are routed appropriately. Location preferred: upper Midwest/north central states (Houston TX, NE, OH, IN, IL, IA, MI) Essential Duties and Responsibilities: * Newly Contracted Agent Outreach – Conduct outbound calls to introduce new agents to NCD’s tools, resources, and onboarding process, ensuring a smooth start. * Outbound Lead Calls – Contact warm leads and prospective agents to educate them on NCD’s offerings and drive contracting. * Event Engagement & Lead Generation – Work at the booth at industry conferences and networking events, engaging with potential agents and strengthening NCD’s brand presence. * Agent Onboarding Workshops – Facilitate small-group virtual or in-person sessions to provide step-by-step guidance for new agents. * Sales Enablement Support – Gather and share agent success stories, providing case studies and best practices to help drive sales conversations. * Product & Training Webinars – Lead weekly training webinars, ensuring agents fully understand NCD’s products and sales strategies. * Account Management Support – Take ownership of a small portfolio of accounts, ensuring agents receive the necessary support and guidance to drive production. * Event Lead Follow-Up – Implement structured post-event follow-ups, nurturing leads into engaged, contracted agents. * Themed Monthly Call Campaigns – Conduct targeted outreach campaigns to contracted agents, gathering insights on their experience with NCD’s products, processes, and challenges to inform future product development and operational improvements. Qualifications: * Experience: * * 2-4 years of experience in sales, account management, or agent support, preferably in the insurance or healthcare industry. * Experience with outbound sales calls, lead generation, and customer engagement. * Familiarity with agent onboarding and training processes. * Skills & Competencies: * * Bilingual in Spanish preferred — this role involves communicating with Spanish-speaking agents and prospects. * Strong interpersonal and communication skills, with the ability to educate and support agents effectively. * Ability to multitask and manage multiple agent relationships simultaneously. * Excellent presentation and public speaking skills, particularly for training webinars and workshops. * Organized, detail-oriented, and comfortable with data tracking and CRM software. * Adaptable and comfortable working in a fast-paced, dynamic sales environment. * Education & Certifications: * * Bachelor’s degree in business, Marketing, Communications, or a related field preferred. * Insurance licenses (Life & Health) preferred or willingness to obtain. * Other Requirements: * * Willingness to travel to industry events and conferences. * Comfortable making outbound sales and follow-up calls regularly. * A proactive approach to learning and staying updated on industry trends and company offerings. NCD Benefits: * Company-paid health, dental, life, and disability insurance * 401(k) with employer match * Opportunities for professional development * Work-from-home allowance and support * A collaborative and high-performance work environment

What you’ll do

The Account Executive is responsible for onboarding, training, and activating new agents while supporting lead generation and sales enablement efforts. They also manage a portfolio of accounts and act as a liaison between the Sales and Agent Support departments.

Requirements

Candidates should have 2-4 years of experience in sales, account management, or agent support, preferably within the insurance or healthcare industry. A bachelor's degree is preferred, along with strong communication skills and proficiency in CRM software.

Benefits

• Company-paid health insurance
• Company-paid dental insurance
• Company-paid life insurance
• Company-paid disability insurance
• 401(k) with employer match
• Professional development opportunities
• Work-from-home allowance

Listed skills

• Training · Preferred
• interpersonal skills · Preferred
• Account Management · Preferred
• Sales · Preferred
• Multitasking · Preferred
• Communication Skills · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Sales
• Account management
• Agent support
• Lead generation
• Outbound calling
• Public speaking
• Training
• Webinar facilitation
• CRM software
• Data tracking
• Communication skills
• Interpersonal skills
• Multitasking
• Presentation skills
• Relationship management
• Sales Strategy
• Outbound Calls
• Lead Follow-Up
• Case Study
• Healthcare Industry Knowledge
• Insurance License
• Customer Relationship Management (CRM) Software
• Sales Enablement
• Data Version Control (DVC)
• Account Management
• Business Marketing
• Communication
• Customer Engagement
• Training And Development
• Public Speaking
• Lead Generation
• New Product Development
• Employee Onboarding
• Phone Sales
• Presentations
• Detail Oriented

Job areas

• Sales
• Customer Service & Support
• Finance & Accounting
• Management & Leadership
• Account Executive
• Account Executive (General)
• Commercial Sales Representatives
• Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products