Account Manager (Flex, HRA, HSA)

Point C

11d

About The Position

Point C is a National third-party administrator (TPA) with local market presence that delivers customized self-funded benefit programs. Our commitment and partnership means thinking beyond the typical solutions in the market – to do more for clients – and take them beyond the standard “Point A to Point B.” We have researched the most effective cost containment strategies and are driving down the cost of plans with innovative solutions such as, network and payment integrity, pharmacy benefits and care management. There are many companies with a mission. We are a mission with a company. The Account Manager for Flex, HRA, and HSA lines of business 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 subject matter expert in consumer-directed benefits, cultivating strong relationships with clients, brokers, and internal teams. The Account Manager oversees all phases of the client lifecycle, from onboarding through ongoing service delivery and renewals, ensuring exceptional service, compliance, and consistent results.

Requirements

Bachelor’s degree or equivalent related experience
3–5 years of account management experience in the TPA, insurance, or employee benefits industry, with specific exposure to FSA, HRA, HSA, COBRA, and commuter benefits
Strong knowledge of self-funded health plans, consumer-directed benefit accounts, and applicable federal regulations
Proven experience engaging and building relationships with brokers and employer group executives
Excellent written, verbal, and presentation skills
Strong organizational skills and attention to detail
Experience with Alegeus benefits administration platform strongly preferred
Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook
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

Nice To Haves

Active state insurance license is preferred

Responsibilities

Manage a portfolio of employer group accounts focused on Flex, HRA, and HSA programs 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
Provide subject matter expertise on consumer-directed benefit programs, including regulatory compliance (IRS, ERISA, COBRA, HIPAA, ACA) and industry best practices
Oversee day-to-day account management activities including plan design, implementation, issue resolution, renewals, and ongoing program administration
Ensure accurate and timely delivery of reporting, funding requests, and reimbursement processes
Collaborate with internal operations, finance, eligibility, and claims teams to proactively address client needs and drive continuous improvement
Maintain relationships with senior-level client contacts in HR, Benefits, and Finance departments
Lead and participate in client meetings, presentations, and renewal discussions, providing data-driven insights and recommendations
Monitor service performance against established SLAs and client expectations
Establish cadence of regular strategic service meetings with clients and brokers
Identify opportunities for additional services or plan enhancements to support client goals