The Account Manager is responsible for managing and retaining a block of key client accounts while supporting business growth and client satisfaction. This role serves as a trusted advisor and product expert, cultivating strong relationships with clients, brokers, and internal teams. The Account Manager oversees all phases of the client lifecycle, from onboarding to ongoing service delivery and renewal activities, ensuring exceptional service and consistent results.

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
• Other duties as assigned to support client success

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
• Ability to travel as needed
• Active state insurance license is preferred