Account Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee a designated portfolio of small-group accounts (fewer than 100 lives) to enhance satisfaction, retention, and foster long-term partnerships.

• Collect and verify new client information during the onboarding process; collaborate with Sales for the kickoff; maintain precise records throughout the client lifecycle.

• Facilitate kickoff calls and perform regular communications with clients and brokers; inform internal teams of client changes; initiate service tickets and keep stakeholders updated.

• Manage implementation schedules and monitor progress toward completion; conduct weekly check-ins with clients and brokers; escalate complex delivery challenges.

• Take charge of the annual renewal process under the guidance of the Director; prepare renewal documentation and present plan options to clients and brokers.

• Address routine client service issues and member inquiries; escalate sensitive, complex, or high-risk situations as necessary.

• Collaborate with Operations, Plan Documents, COBRA, and Claims teams; track ticket statuses and communicate relevant updates.

• Create account reports, meeting agendas, and renewal materials; monitor open items and assess account health indicators.

• Adhere to account management processes and standard operating procedures (SOPs); identify procedural gaps and enhance benefits, product, and regulatory knowledge.

• Increase awareness of Point C Health’s service offerings and competitive advantages; cultivate broker relationships; assist with finalist materials.

• Establish regular service touchpoints with clients.

• Carry out additional duties as assigned to ensure client success.

⛳️ Requirements

• Bachelor's degree or equivalent relevant experience.

• 0-3 years of experience in client management, account management, or a related field within the TPA, insurance, or employee benefits industry; recent graduates and early-career candidates are encouraged to apply.

• Developing skills in fostering relationships with client HR contacts and broker partners.

• Foundational knowledge of, or a strong interest in gaining expertise in, self-funded health plans, including stop loss, employee benefit programs, and pertinent federal regulations (ERISA, COBRA, HIPAA, ACA).

• Excellent written, verbal, and presentation skills.

• Strong organizational abilities and meticulous attention to detail.

• Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.

• Capability to build relationships and interact professionally with client contacts and broker partners.

• Developing analytical thinking, problem-solving, and decision-making skills.

• Self-motivated, coachable, and capable of managing multiple priorities with consistent oversight.

• Willingness to travel as necessary.

• An active state insurance license is preferred.

🏝️ Benefits

• Comprehensive coverage for medical, dental, vision, and life insurance.

• 401(k) retirement plan with an employer match.

• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs).

• Paid time off (PTO) and disability leave.

• Employee Assistance Program (EAP).

• Certain positions may qualify for additional compensation, including bonuses and merit increases.

• Some roles have the potential to earn sales commissions based on the applicable sales commission plan.