Associate Account Manager
About The Position
The Associate Account Manager is an entry-level role in the Account Management career path, supporting the servicing and retention of a portfolio of small-group client accounts with fewer than 100 lives. Working under the guidance of the Director of Account Management and more senior Account Management team members, the role develops foundational account management skills and industry knowledge while supporting clients throughout onboarding, ongoing service delivery, and renewal. The position focuses on building relationship, communication, and technical skills for future growth into an Account Manager role. The Associate Account Manager manages assigned accounts, coordinates client onboarding and implementation, communicates with clients and brokers, resolves routine service issues, and coordinates with internal teams to fulfill commitments. The role also supports renewals, prepares account materials and reports, monitors account health, and follows established processes while developing benefits, product, and regulatory knowledge. Travel may be required as needed.
Requirements
- Bachelor’s degree or equivalent related experience.
- 0–3 years of client management, account management, or similar experience within the TPA, insurance, or employee benefits industry; recent graduates and early-career candidates are encouraged to apply.
- Developing skills in building relationships with client HR contacts and broker partners, with care for client outcomes from the first interaction.
- Foundational knowledge of, or strong interest in developing expertise in, self-funded health plans, including stop loss, employee benefit programs, and related federal regulations such as ERISA, COBRA, HIPAA, and ACA.
- Strong written, verbal, and presentation skills, with the ability to develop these skills through client-facing experience.
- Strong organizational skills and attention to detail.
- Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
- Ability to build relationships and interact professionally with client contacts and broker partners.
- Developing analytical thinking, problem-solving, and decision-making abilities, with willingness to seek guidance from Senior Account Managers and the Director.
- Self-motivated and coachable, with the ability to manage multiple priorities with consistent oversight.
- Ability to travel as needed.
Nice To Haves
- Active state insurance license.
Responsibilities
- Manage assigned small-group accounts (fewer than 100 lives) to support client satisfaction, retention, and long-term partnerships.
- Gather and validate client information during onboarding, coordinate kickoff with Sales, and maintain accurate records throughout the client lifecycle.
- Lead kickoff calls and conduct routine client and broker communications; announce client changes internally, open service tickets, and keep stakeholders informed.
- Manage implementation timelines and track work to completion; conduct regular weekly check-ins with clients and brokers; escalate complex delivery issues with full context.
- Own the annual renewal process for assigned accounts with Director oversight; prepare renewal packages and present plan options to clients and brokers.
- Resolve routine client service issues and member inquiries; promptly escalate sensitive, complex, or high-risk situations with context and recommended next steps.
- Coordinate with Operations, Plan Documents, COBRA, and Claims teams; track ticket status and communicate accurate, professional updates to clients and brokers.
- Prepare basic account reports, meeting agendas, and renewal materials; track open items, monitor account health indicators, and keep the Director informed of account status and emerging concerns.
- Follow account management processes and SOPs, identify procedural gaps, and share feedback with team leaders.
- Build benefits knowledge, product expertise, and regulatory awareness through self-directed learning.
- Build awareness of Point C Health service offerings and competitive differentiators; develop broker relationships and support finalist materials under manager guidance when requested.
- Establish a regular cadence of client service touchpoints appropriate to assigned accounts.
- Perform other duties as assigned to support client success.
Benefits
- Comprehensive medical, dental, vision, and life insurance coverage.
- 401(k) retirement plan with employer match.
- Health Savings Account (HSA) and Flexible Spending Accounts (FSAs).
- Paid time off (PTO) and disability leave.
- Employee Assistance Program (EAP).
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
