Benefits Account Manager - Small Group

The Partners Group LLC•Scottsdale, AZ

1d•$75,000 - $85,000•Remote

About The Position

The Partners Group is seeking a Benefits Account Manager for their Employee Benefits division, to be based remotely within the Phoenix Metro area. This role involves serving as the primary relationship manager for a dedicated book of Arizona small-group employee benefits clients. The position requires partnering with producers, carriers, and internal teams to manage renewals, resolve service issues, and guide clients through their benefits programs. The ideal candidate is proactive, organized, adaptable, and excels at managing a high-volume workload while building strong relationships. This role is well-suited for someone who enjoys balancing relationship management with detailed work and is committed to delivering an exceptional client experience.

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.

Nice To Haves

Knowledge of benefits renewals, compliance, and plan administration.
Bachelor's degree in related fields desired; completion of high school diploma or equivalent required.
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.