Account Manager
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Job Description
Account Manager responsible for managing key client accounts at Point C Health. Ensuring satisfaction, retention, and delivering exceptional client experiences.
Responsibilities:
- 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
Requirements:
- 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
Benefits:
- Comprehensive medical, dental, vision, and life insurance coverage
- 401(k) retirement plan with employer match
- Health Savings Account (HSA) & Flexible Spending Accounts (FSAs)
- Paid time off (PTO) and disability leave
- Employee Assistance Program (EAP)
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