National Strategic Account Manager

Posted 11 Days Ago
Be an Early Applicant
2 Locations
In-Office or Remote
Mid level
Insurance
The Role
Manage and expand national and regional broker and agency partnerships to drive growth and retention. Plan and execute regional/national events, training, and account reviews. Use market and internal data to develop go-to-market and local strategies, track KPIs and partnership scorecards, and support SVPs/RVPs on initiatives like opening new offices.
Summary Generated by Built In

We’re in this for the greater good at ParetoHealth. Our mission is collective greatness, nothing less will do. Our team is a single force united in the drive to transform employee health benefits.

The company was founded in 2011 to help small and medium-sized businesses fight the rising cost of employee health benefits. We blazed the trail with financing innovations that reduce the risks in self-insurance and deliver significant savings—and we continue to lead with a growing ecosystem of partners and world-class cost control solutions.

But success is measured by more than dollars alone and we measure ours by the good that comes from knowing that every client and all their employees can count on effective, affordable healthcare for years to come.

Please note that ParetoHealth does not provide employment visa sponsorship for this position. Candidates must be authorized to work in the United States without sponsorship both now or in the future.

Position Summary:

Expansion in the Top National Brands (W/ Override Agreement): Work closely with National and Regional leadership to identify offices and producers to target for growth. Align with National Partners to make introductions at the regional and office level. Review of our TAM by brand and use data analysis to develop go-to-market strategy.

Prepare for and manage regular Agency Reviews: Work closely with SVP’s & RVP’s on follow up action items. Monitor partnership effectiveness – internal and external. Address market hurdles and internal process inefficiencies that may be hindering growth and/or retention.

Events: Pre and Post Strategy Plan and Support: Lead market agency specific meetings on a Regional and National level. Drive specific in territory EB conferences and agency specific webinars. Support local level with RVP pre-planning and post-event follow up action initiatives. Build post event analysis on event updates and review with SVP and external regional leaders.

Execute Local Strategy Plan: Expand new office and new broker relationships. Execute on warm introductions. Work closely with RVP and local offices to drive lead. Collaborate with appropriate PH team members on market data analysis (BF, PH reporting and LinkedIn Navigator)

Training: Plan and support execution for National and Regional training to expand our partnerships.

Key Responsibilities:

  • Coordinate annual calendar of support for National Accounts to drive growth and retention of existing customers.
  • Develop and maintain strong, long-term relationships with strategic partners, understanding their unique needs and challenges to drive engagement and identify growth opportunities.
  • Serve as a strong representative of ParetoHealth in the marketplace, attending National events, conferences, and forums to build brand awareness and establish Pareto as an industry leader.
  • Track key performance indicators (KPIs) to measure the success and impact of partnerships.
  • Develop and maintain partnership scorecards.
  • Support SVPs and RVPs with in-market benefits consultants and other National channel partners.
  • Coordinate training opportunities with National partners.
  • Report to National Account partners on performance, goals, trends, and opportunities in local markets.
  • Support key sales National initiatives (e.g., opening new offices).

Required Skills & Qualifications:

  • Bachelor’s degree and 3-5 years work experience in account management for a benefits consulting firm, health benefits vendor or national health insurer.
  • Strategic thinker and relationship builder who is continuously looking to drive new partnerships and maximize growth of current partnerships.
  • Comfortable working with the ambiguity of a fast-paced, growing company - ability to innovate, and solve problems creatively.
  • Exceptional analytical, problem-solving, and strategic thinking skills, with the ability to use data to inform and drive decision-making.
  • Strong program management and organizational skills, with the ability to prioritize and manage multiple initiatives simultaneously.
  • Excellent verbal and written communications with strong executive presence and aptitude to represent the Cost Containment team and company to internal and external stakeholders.
  • Experience with analyzing data from various sources.

Perks & Benefits:

  • Fully paid medical, dental, and vision benefits.
  • Flexible PTO
  • 401k company contribution
  • Tuition reimbursement
  • Professional development allowance
  • Transportation allowance and daily parking reimbursement 
  • Engaging hybrid work environment
We are guided by our values:

Fire in the belly

The drive to learn, to improve, and to deliver outstanding value every day.

See the field

The ability to see the big picture and prepare to meet tomorrow’s needs.

Get it done right

The passion to produce at higher rates and to the highest standards.

For the greater good

A united community creating better health benefit solutions for all.

Please note that any communication from our recruiters and hiring managers at ParetoHealth about a job opportunity will only be made by a ParetoHealth employee with an @paretohealth.com address. ParetoHealth does not conduct text message or chat-based interviews. Any other email addresses, agencies, or forums may be phishing scams designed to obtain your personal information. We will not ask you to provide personal or financial information, including, but not limited to, your social security number, online account passwords, credit card numbers, passport information, and other related banking information until we begin onboarding activities, which will be coordinated by a member of the ParetoHealth People Ops Team with an @paretohealth.com email address.Disclosures:ParetoHealth is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, clients, volunteers, subcontractors, vendors, and clients.California Applicants:  See Pareto’s CCPA Notice of Collection for California Employees and Applicants for information about how Pareto Captive Services, LLC, Pareto Health, LLC, and Pareto Underwriting Partners, LLC, together with their respective subsidiaries (collectively, “Pareto”) collects and uses personal information submitted by employment applicants.

Skills Required

  • Bachelor's degree
  • 3-5 years experience in account management for a benefits consulting firm, health benefits vendor, or national health insurer
  • Proven strategic thinking and relationship-building skills to drive partnerships and growth
  • Strong analytical and problem-solving skills with the ability to use data to inform decisions
  • Program management and organizational skills to prioritize and manage multiple initiatives
  • Excellent verbal and written communication with executive presence
  • Experience analyzing data from various sources
  • Comfortable working in a fast-paced, ambiguous environment and able to innovate
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The Company
HQ: Philadelphia, PA
149 Employees
Year Founded: 2011

What We Do

ParetoHealth is the largest health benefits captive in the country, with over $3B in healthcare benefits at hand, $800M in stop-loss premium under management, and over 600,000 covered lives. Our turnkey employee health benefit solution offers groundbreaking innovations in self-insurance with multi-year protection. With the purchasing power of a Fortune 500 company, we help small and medium-sized businesses take control of their healthcare spending and reduce risk. ParetoHealth is pulling an industry out of its past and into a future with more predictability, transparency, control, and actionable insights.

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