Account Management & Strategic Relationships
· Manage a portfolio of national carrier and TPA relationships, serving as the primary contact and trusted partner.
· Build relationships at multiple levels—from operational coordinators to program decision-makers.
· Conduct regular business reviews and account check-ins to demonstrate value and identify opportunities.
· Balance strategic relationship management with tactical day-to-day execution.
Customer Service & Operational Excellence
· Provide exceptional, responsive customer service to carrier and TPA partners.
· Lead program onboarding for new partners, ensuring smooth implementation and activation.
· Coordinate across operations, regional teams, and brands to deliver on commitments.
· Monitor program performance and proactively address issues.
· Identify and pursue new national carrier and TPA relationships (25–50% of your time).
· Research and prospect target organizations through networking and outreach.
· Present Fortify’s platform capabilities and develop compelling proposals.
· Collaborate with leadership to advance and close new opportunities.
Account Expansion & Growth
· Identify opportunities to expand services and increase program utilization within existing accounts.
· Work cross-functionally to design solutions addressing carrier and TPA challenges.
· Track account health and progress toward growth targets.
Sales Execution & Pipeline Management
· Maintain accurate pipeline records and forecasting in CRM.
· Execute account plans aligned with revenue targets.
· Prepare proposals, presentations, and RFP responses.
Cross-Functional Partnership
· Partner with Operations, Marketing, Technology, and regional teams to deliver results.
· Serve as a liaison between carrier/TPA partners and internal Fortify teams.
· Share customer insights and feedback to inform strategy.