Benefit Account Manager

Prestige Employee Administrators • Tampa, FL

2d • Hybrid

About The Position

The Benefit Account Manager serves as the strategic owner of assigned client relationships within PrestigePEO’s 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 works with internal teams to deliver integrated PEO solutions and guides clients through complex benefits, compliance, and workforce decisions. The role operates with substantial autonomy and decision-making authority, owning client strategy, escalation resolution, and retention planning while balancing risk management, client advocacy, and organizational priorities. Senior leadership is engaged as needed for exceptional or enterprise-level matters.

This is a hybrid role, with three days in the office and two days working 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.
• Strong active listening, verbal, and written communication skills.
• Critical-thinking and analytical problem-solving skills, including resourcefulness under pressure.
• Ability to learn new technologies and processes.
• Time-management skills and experience prioritizing tasks in a high-volume setting.
• Ability to collaborate effectively with others and manage conflict.

Nice To Haves

• 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 teams, including Payroll, HR, and Compliance, 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 engagement with benefit products.
• 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 ongoing client retention.
• Perform additional duties and special projects in support of the Benefits department and organizational goals.
• Own final client strategy, escalation resolution, and retention planning decisions.
• Balance risk management, client advocacy, and organizational priorities independently.
• Engage senior leadership as needed for exceptional or enterprise-level matters.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior