Account Manager

Primary Responsibilities

• Manage a portfolio of approximately $5 - $8 million to ensure satisfaction, retention, and long-term partnership
• Serve as the primary liaison for plan sponsors, brokers, and internal teams to deliver an exceptional client experience
• Develop and execute strategic service plans to align with client goals and objectives
• Oversee day-to-day account management activities, including implementation, issue resolution, and renewals
• Maintain relationships with senior-level contacts within client organizations, including Benefits, Human Resources, and Finance leaders
• Ensure accurate and timely delivery of Point C products, services, and reporting
• Collaborate closely with internal stakeholders and partners—valuing internal relationships as highly as external ones—to proactively address client needs and drive continuous improvement and success
• Lead the development and delivery of presentations, client meetings, and renewal discussions as a subject matter expert on Point C solutions
• Establish cadence of regular and strategic service meetings

Qualifications

• Bachelor’s degree or equivalent related experience
• 5-8 years of client management, account management, or similar experience within the TPA, insurance, or employee benefits industry
• Proven experience engaging and building relationships with C-suite executives
• Strong knowledge of self-funded health plans including stop loss, employee benefit programs, and related federal regulations (ERISA, COBRA, HIPAA, ACA)
• Excellent written, verbal, and presentation skills
• Strong organizational skills and attention to detail
• Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook
• Ability to build relationships and interact confidently with senior-level executives and clients
• Analytical thinking, creative problem-solving, and sound decision-making abilities
• Self-motivated, results-driven, and able to manage multiple priorities
• Able to manage travel as needed

Pay and Benefits

• Individual compensation will be commensurate with the candidate's experience and qualifications
• Certain roles may be eligible for additional compensation, including bonuses, and merit increases
• Certain roles have the opportunity to receive sales commissions that are based on the terms of the sales commission plan applicable to the role
• Pay Transparency: $80,000—$100,000 USD
• Benefits: Comprehensive medical, dental, vision, and life insurance coverage
• 401(k) retirement plan with employer match
• Health Savings Account (HSA) & Flexible Spending Accounts (FSAs)
• Paid time off (PTO) and disability leave
• Employee Assistance Program (EAP)