Description review
Account Executive
NCD · Israel · back to the listing
HR standards
51/100
needs work
Title ↔ description
53/100
needs work
Reads as
Customer Success Manager
82% confident
What this role officially is
client relations manager — ESCO, the EU occupation classification
Client relations managers act as the middle person between a company and its customers. They ensure that the customers are satisfied by providing them with guidance and explanation on their accounts and services received by the company. They also have possible other tasks such as developing plans or delivering proposals.
Also known as: customer service executive, client service manager, client relationship manager, customer service representative, consumer relations manager, client manager
How others title the same work
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- Customer Success - Team Manager Canonical
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Startups
- Manager / Director of Customer Success Craniometrix
- Founding GTM - Deployment Strategist Credal.ai
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- Founding Customer Success Manager Clicks Health
- Founding Deployment Strategist Closure
What the listing never says
- 35 bullet points. Long requirement lists deter qualified candidates, who read them as hard gates. Scope clarity
- No pay range published. Candidates cannot tell whether applying is worth their time. Pay transparency
- No location or timezone policy stated, so a candidate cannot tell where they may work from. Scope clarity
The listing, marked up
Nothing in the wording of this listing tripped a check. The scores above still judge how complete and coherent it is.
Life is too short to work with jerks.
Join our team at NCD, a top-tier insurance provider, consisting of a unique and eclectic group of winners, nerds, and gamers who balance a fun, kind, and thoughtful approach to life with an unwavering commitment to unparalleled member satisfaction. Our ecosystem is rooted in our five core values: Relentless Positivity, Growth Obsessed, Get it Done, Helpful Spirit, and Solution Driven.
We are not just coworkers, but a community, working tirelessly towards 'Spreading the Smile' to our members, agents, and each other. NCD is at the forefront of dental and vision insurance, in partnership with our carrier partners MetLife, VSP, and Zurich. Our continuous growth is a testament to our commitment to delivering outstanding agent and customer satisfaction.
If you are ready to win each day, are eager to grow, and aspire to contribute to an organization that is setting the pace in the industry, then we are looking for you. Together, let’s drive change and take NCD to new heights. Join us and become a vital part of our success story as we continue to transform lives and 'Spread the Smile.
Summary:
The AccountExecutiveplays a critical role in onboarding, training, and activating new agents, ensuring they are fully equipped to succeed with NCD’s products. This role focuseson engagingwithnewly contracted agents to guide them through onboarding, training, and best practices. Additionally,the AccountExecutivesupports lead generation efforts,worksindustry events, and gradually takes onhigherlevelaccount management responsibilities.The Account Executivealsoservesas a liaison between Sales and Agent Support, ensuring that escalated concerns are routed appropriately.
Location preferred: upper Midwest/north central states (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 atthe booth at industry conferences and networking events, engaging with potentialagentsand strengthening NCD’s brand presence.
•
Agent Onboarding Workshops– Facilitate small-group virtual or in-person sessions toprovidestep-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:
•
• 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.
• OtherRequirements:
•
• Willingness to traveltoindustry 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
Originally posted on Himalayas
Join our team at NCD, a top-tier insurance provider, consisting of a unique and eclectic group of winners, nerds, and gamers who balance a fun, kind, and thoughtful approach to life with an unwavering commitment to unparalleled member satisfaction. Our ecosystem is rooted in our five core values: Relentless Positivity, Growth Obsessed, Get it Done, Helpful Spirit, and Solution Driven.
We are not just coworkers, but a community, working tirelessly towards 'Spreading the Smile' to our members, agents, and each other. NCD is at the forefront of dental and vision insurance, in partnership with our carrier partners MetLife, VSP, and Zurich. Our continuous growth is a testament to our commitment to delivering outstanding agent and customer satisfaction.
If you are ready to win each day, are eager to grow, and aspire to contribute to an organization that is setting the pace in the industry, then we are looking for you. Together, let’s drive change and take NCD to new heights. Join us and become a vital part of our success story as we continue to transform lives and 'Spread the Smile.
Summary:
The AccountExecutiveplays a critical role in onboarding, training, and activating new agents, ensuring they are fully equipped to succeed with NCD’s products. This role focuseson engagingwithnewly contracted agents to guide them through onboarding, training, and best practices. Additionally,the AccountExecutivesupports lead generation efforts,worksindustry events, and gradually takes onhigherlevelaccount management responsibilities.The Account Executivealsoservesas a liaison between Sales and Agent Support, ensuring that escalated concerns are routed appropriately.
Location preferred: upper Midwest/north central states (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 atthe booth at industry conferences and networking events, engaging with potentialagentsand strengthening NCD’s brand presence.
•
Agent Onboarding Workshops– Facilitate small-group virtual or in-person sessions toprovidestep-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:
•
• 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.
• OtherRequirements:
•
• Willingness to traveltoindustry 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
Originally posted on Himalayas