Serve as a primary day-to-day contact for assigned Arizona-based mid-market clients (20–200 lives), responding to inquiries related to claims, billing, enrollment, compliance, and carrier questions
Support the renewal and marketing process by preparing RFPs, tracking quotes, analyzing proposals, and assisting with rate negotiations and cost projections
Prepare renewal spreadsheets and presentation materials using Excel and internal data tools
Coordinate open enrollment meetings, benefits fairs, and client education sessions; prepare materials and follow-up documentation
Maintain accurate client records, communication logs, and workflows in Salesforce and SharePoint
Partner with Consultants and Account Executives to ensure timely issue resolution and consistent, high-quality client service

Minimum of 2 years of experience in employee benefits (brokerage, carrier, or employer/HR environment)
Experience supporting mid-market groups (20–200 employees), including exposure to fully insured and/or level-funded plans
Arizona Life & Health license preferred; required within 6 months of hire
Strong customer service orientation with the ability to communicate clearly, professionally, and promptly
Proficiency in Microsoft Excel and comfort navigating CRM systems such as Salesforce
Strong organizational skills with high attention to detail and the ability to manage multiple priorities in a fast-paced environment

A comprehensive benefits package including generous Paid Time Off
Medical and Dental Insurance
Life and Disability Insurance
a Retirement plan
employee ownership opportunities
Ongoing support & development, including Continuing Education and encouragement toward professional designations
A work schedule that supports flexibility while maintaining strong team connection
Community involvement perks, including 8 hours paid volunteer time per quarter, charitable contributions matched by TPG, and an All-company holiday volunteer day

Associate Account Manager – Employee Benefits

Key skills