Manage a portfolio of approximately $5
$8 million to ensure satisfaction, retention, and long-term partnership
Serve as the primary liaison for plan sponsors, brokers, and internal teams to deliver an exceptional client experience
Develop and execute strategic service plans to align with client goals and objectives
Oversee day-to-day account management activities, including implementation, issue resolution, and renewals
Maintain relationships with senior-level contacts within client organizations, including Benefits, Human Resources, and Finance leaders
Ensure accurate and timely delivery of Point C products, services, and reporting
Collaborate closely with internal stakeholders and partners—valuing internal relationships as highly as external ones—to proactively address client needs and drive continuous improvement and success
Lead the development and delivery of presentations, client meetings, and renewal discussions as a subject matter expert on Point C solutions
Establish cadence of regular and strategic service meetings
Other duties as assigned to support client success

Bachelor’s degree or equivalent related experience
5-8 years of client management, account management, or similar experience within the TPA, insurance, or employee benefits industry
Proven experience engaging and building relationships with C-suite executives
Strong knowledge of self-funded health plans including stop loss, employee benefit programs, and related federal regulations (ERISA, COBRA, HIPAA, ACA)
Excellent written, verbal, and presentation skills
Strong organizational skills and attention to detail
Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook
Ability to build relationships and interact confidently with senior-level executives and clients
Analytical thinking, creative problem-solving, and sound decision-making abilities
Self-motivated, results-driven, and able to manage multiple priorities
Ability to travel as needed
Active state insurance license is preferred

Account Manager

Key skills