Benefits Account Manager - Small Group

External•Scottsdale, AZ

1d•Remote

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 partner ships. 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 currently has an outstanding opportunity for a benefits professional to join our Employee Benefits division as a Benefits Account Manager, remotely within the Phoenix Metro area. How you will make an impact at TPG As a Benefits Account Manager, you'll serve as the primary relationship manager for a dedicated book of Arizona small-group employee benefits clients (we call it our Enterprise Group), helping ensure they receive timely guidance, responsive service, and thoughtful solutions throughout the year. You'll partner closely with producers, carriers, and internal team members to support renewals, resolve service-related issues, and help clients navigate the complexities of their benefits programs. Your attention to detail, follow-through, and ability to manage multiple priorities will directly contribute to client retention and an exceptional client experience. By keeping accounts organized, compliant, and running smoothly, you'll help strengthen both client relationships and the long-term success of our Employee Benefits practice. This role is well suited for someone who enjoys balancing relationship management with highly detailed work and takes pride in delivering a great client experience. The ideal candidate is proactive, organized, adaptable, and comfortable managing a high-volume workload while building strong partnerships with clients and coworkers alike. A typical day in this role Manage an assigned book of Arizona small-group employee benefits clients (under 50 lives) and serve as a primary contact for service-related needs Coordinate renewals by gathering information, evaluating options, preparing cost analyses, and supporting client recommendations Respond to client questions related to claims, billing, benefits administration, compliance, and plan changes Prepare client-facing materials, reports, presentations, and meeting agendas that support informed decision-making Partner with producers, carriers, and internal team members to resolve issues and deliver a seamless client experience Maintain accurate client records and documentation while managing multiple deadlines and priorities

Requirements

2–5+ years of employee benefits, insurance, HR/benefits administration, or related experience
Active Life & Health Insurance license (or ability to obtain within first 90 days on the job)
Employee benefits brokerage account management experience, especially with small-group benefits accounts (under 50 lives)
Experience managing multiple priorities in a high-volume environment
Strong written and verbal communication skills
Exceptional organization, accuracy, and attention to detail
Proficiency with Microsoft Outlook, Excel, PowerPoint, and Word
Proactive problem-solving skills and the ability to work independently
Completion of high school diploma or equivalent required

Nice To Haves

Knowledge of benefits renewals, compliance, and plan administration
Bachelor's degree in related fields desired
CEBS, RHU, or other industry designations

Responsibilities

Manage an assigned book of Arizona small-group employee benefits clients (under 50 lives) and serve as a primary contact for service-related needs
Coordinate renewals by gathering information, evaluating options, preparing cost analyses, and supporting client recommendations
Respond to client questions related to claims, billing, benefits administration, compliance, and plan changes
Prepare client-facing materials, reports, presentations, and meeting agendas that support informed decision-making
Partner with producers, carriers, and internal team members to resolve issues and deliver a seamless client experience
Maintain accurate client records and documentation while managing multiple deadlines and priorities