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Account Manager
📅 Mar 13
Account ManagementClient RetentionClient Relationship ManagementSelf-funded Health Plans
📜 Description
- Manage a $5–$8 million portfolio to support client satisfaction, retention, and long-term partnerships.
- Serve as the primary liaison for plan sponsors, brokers, and internal teams.
- Develop strategic service plans aligned with client goals and oversee implementation, issue resolution, and renewals.
- Maintain relationships with senior client contacts in Benefits, Human Resources, and Finance.
- Ensure timely, accurate delivery of products, services, and reporting; collaborate with internal teams to address client needs.
- Lead client presentations, meetings, and renewal discussions, and establish a regular service-meeting cadence.
🛠️ 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
✨ Benefits
- Comprehensive medical
- Dental
- Vision
- 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)
Full job description
Point C is a National third-party administrator (TPA) with local market presence that delivers customized self-funded benefit programs. Our commitment and partnership means thinking beyond the typical solutions in the market – to do more for clients – and take them beyond the standard “Point A to Point B.” We have researched the most effective cost containment strategies and are driving down the cost of plans with innovative solutions such as, network and payment integrity, pharmacy benefits and care management. There are many companies with a mission. We are a mission with a company.
The Account Manager is responsible for managing and retaining a block of key client accounts while supporting business growth and client satisfaction. This role serves as a trusted advisor and product expert, cultivating strong relationships with clients, brokers, and internal teams. The Account Manager oversees all phases of the client lifecycle, from onboarding to ongoing service delivery and renewal activities, ensuring exceptional service and consistent results.
Primary 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
Qualifications:
- 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
Individual compensation will be commensurate with the candidate's experience and qualifications. Certain roles may be eligible for additional compensation, including bonuses, and merit increases. Additionally, certain roles have the opportunity to receive sales commissions that are based on the terms of the sales commission plan applicable to the role.
Pay Transparency
$80,000-$90,000 USD
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)
Equal Employment Opportunity: At Point C Health, we know we are better together. We value, respect, and protect the uniqueness each of us brings. Innovation flourishes by including all voices and makes our business—and our society—stronger. Point C Health is an equal opportunity employer and we are committed to providing equal opportunity in all of our employment practices, including selection, hiring, performance management, promotion, transfer, compensation, benefits, education, training, social, and recreational activities to all persons regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, genetic information, pregnancy, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, and military and veteran status, or any other protected status protected by local, state or federal law.
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