Benefit Account Manager

Prestige Employee Administrators•Morrisville, NC

2d•Hybrid

About The Position

The Account Manager serves as the strategic owner of assigned client relationships within the PEO co-employment framework. The role is accountable for client retention, long-term planning, escalation management, and high-level benefits and compliance leadership. The Account Manager partners with internal teams to deliver integrated PEO solutions and guides clients through complex benefit, compliance, and workforce decisions. The position works in a hybrid arrangement, with three days in the office and two days from home.

Requirements

Bachelor’s degree.
At least five years of client-facing and/or sales experience in group employee benefits.
Life and Health license required.
Advanced knowledge of PEO benefits administration, carrier structures, and regulatory compliance.
Proven experience managing complex client relationships, escalations, and renewals.
Strong strategic, consultative, and leadership capabilities.
Ability to lead difficult conversations and influence client decision-making.
Ability to operate with a high level of autonomy and decision-making authority.

Nice To Haves

Strong active listening, verbal, and written communication skills.
Critical thinking, analytical problem-solving, and resourcefulness under pressure.
Adaptability and ability to learn new technologies and processes.
Time management skills, including prioritizing tasks in a high-volume setting.
Teamwork and collaboration skills, including working effectively with others and managing conflict.
Salesforce experience preferred.
PrismHR experience preferred.

Responsibilities

Own and manage strategic client relationships within the PEO co-employment model.
Serve as the primary escalation point for complex benefits, compliance, and service issues.
Lead strategic planning conversations, renewal strategy, and long-term benefits discussions with client leadership.
Conduct high-level ACA strategy meetings and complex regulatory and compliance consultations.
Coordinate internal Payroll, HR, and Compliance teams to deliver cohesive PEO benefit solutions.
Analyze client benefit performance through reporting, trending, and forecasting to inform strategy.
Manage high-touch, high-impact client benefit portfolios with elevated risk, complexity, and customization.
Mentor, guide, and support escalations for Benefits Specialist II and Benefits Specialist I team members.
Drive client retention initiatives through proactive benefit products engagement.
Identify and support upsell and expansion opportunities across PEO service offerings where appropriate.
Build relationships with external and internal partners to support revenue and retention.
Oversee end-to-end onboarding accuracy for clients and employees, supporting revenue outcomes and client retention.
Perform additional duties and special projects in support of the Benefits department and organizational goals.
Own client strategy, escalation resolution, and retention planning decisions; balance risk management, client advocacy, and organizational priorities; and engage senior leadership as needed for exceptional or enterprise-level matters.