Associate Account Manager, Employee Benefits
About The Position
Find your place at The Partners Group, a purpose-driven company committed to making a difference in our community through our work and inspiring others to do the same. TPG’s success is driven by a culture that values partnerships. We’re looking for people who invest in their relationships, seek to learn, create winning solutions for all, and do what they say they are going to do. Hard work goes without saying at TPG, supported by our culture that thrives on having fun while living well. This is what it means to be a partner for our clients and teammates. Are you ready to join an amazing organization that has won too many “Employer of Choice” awards to list? Let’s work together! The Partners Group has an exciting, client-facing opportunity for a benefits professional to join our team in Phoenix, AZ as an Associate Account Manager. NOTE: This is a fully remote role; however, candidates must be physically located in the Phoenix Metro area. How you will make an impact at TPG The Associate Account Manager plays a key role in delivering exceptional service to our employee benefits clients. This individual supports Consultants and Account Executives in managing renewals, marketing efforts, compliance tasks, and day-to-day service needs for a mid-market book of business. By ensuring accuracy, responsiveness, and proactive communication, they help strengthen client relationships and contribute to the long-term retention and growth of our Employee Benefits practice. Their attention to detail and commitment to follow-through directly supports our reputation for client service excellence! This role is ideal for a benefits professional with at least two years of experience who enjoys balancing client interaction with behind-the-scenes technical and analytical work. It’s well suited for someone who thrives in a fast-paced, collaborative environment and takes pride in being responsive, organized, and dependable.
Requirements
- Minimum of 2 years of experience in employee benefits (brokerage, carrier, or employer/HR environment)
- Experience supporting mid-market groups (20–200 employees), including exposure to fully insured and/or level-funded plans
- Arizona Life & Health license preferred; required within 6 months of hire
- Strong customer service orientation with the ability to communicate clearly, professionally, and promptly
- Proficiency in Microsoft Excel and comfort navigating CRM systems such as Salesforce
- Strong organizational skills with high attention to detail and the ability to manage multiple priorities in a fast-paced environment
Nice To Haves
- Experience supporting Arizona-based employer groups and familiarity with state-specific regulations
- Hands-on involvement in renewal strategy, rate analysis, and network disruption analysis
- Exposure to compliance processes (ERISA reporting, 5500s, SARs, SPD review)
- Professional designations such as CEBS, RHU, or active pursuit of industry certifications
- A proactive, relationship-oriented approach and a reputation for being dependable, adaptable, and a collaborative team player
Responsibilities
- Serve as a primary day-to-day contact for assigned Arizona-based mid-market clients (20–200 lives), responding to inquiries related to claims, billing, enrollment, compliance, and carrier questions
- Support the renewal and marketing process by preparing RFPs, tracking quotes, analyzing proposals, and assisting with rate negotiations and cost projections
- Prepare renewal spreadsheets and presentation materials using Excel and internal data tools
- Coordinate open enrollment meetings, benefits fairs, and client education sessions; prepare materials and follow-up documentation
- Maintain accurate client records, communication logs, and workflows in Salesforce and SharePoint
- Partner with Consultants and Account Executives to ensure timely issue resolution and consistent, high-quality client service
Benefits
- A comprehensive benefits package including generous Paid Time Off, Medical and Dental Insurance, Life and Disability Insurance, a Retirement plan, and employee ownership opportunities
- Ongoing support & development, including Continuing Education and encouragement toward professional designations
- A work schedule that supports flexibility while maintaining strong team connection
- Community involvement perks, including 8 hours paid volunteer time per quarter, charitable contributions matched by TPG, and an All-company holiday volunteer day
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
