Customer Account Manager

Key Responsibilities

• Lead Management & Routing

• Manage lead flow and routing within Boberdoo, ensuring proper distribution to agents and partner agencies.

• Set up posting instructions, sources, and delivery methods for web leads, live transfers, and inbound calls.

• Troubleshoot lead delivery or posting issues across integrated systems (e.g., CRM, Boberdoo, form captures).

• CRM & Product Administration

• Maintain and manage Admin123 CRM for all health insurance agencies and internal products.

• Create and manage user accounts, agent access, and permissions.

• Configure new product launches within Admin123, including custom fields, workflows, and tracking.

• Serve as the main point of contact for all downline agencies and partner companies regarding lead setup, distribution, and campaign strategy.

• Provide guidance on lead bid strategies, CPL optimization, and source performance.

* Train agency managers and staff on system usage, tracking best practices, and compliance standards.

• Ensure all agencies are aligned with performance goals, daily routing priorities, and compliance

• Systems Integration & Optimization

• Collaborate with marketing and tech teams to ensure seamless integration between CRMs, call tracking, and ad platforms.

• Identify bottlenecks and implement scalable solutions for routing, tracking, and reporting

Qualifications

• Proven experience with lead management systems

• Hands-on experience managing or configuring CRM platforms.

• Understanding of digital lead generation, call routing, and affiliate or agency management.

• Excellent problem solving and multitasking skills; strong communication and documentation abilities

• Familiarity with health insurance marketing, agent setup, or performance-based campaigns a plus.

• Must be comfortable working independently, managing multiple agencies, and meeting deadlines in a fast-paced environment.

Compensation & Benefits Competitive base salary * performance incentives. Growth potential into senior operations or technology roles Opportunity to work directly with top-performing agencies nationwide

How to Apply: Submit your resume with a short cover letter highlighting your experience