Associate Account Manager

pointc; United States; On-site; USD 50,000 - 75,000; Full time

Job summary

Point C is a National third-party administrator (TPA) with local market presence, delivering customized self-funded benefit programs. We support small-group accounts (<100 lives) through onboarding, renewal, and ongoing client and broker communications.

The role involves coordinating with internal teams, managing implementation timelines, and ensuring timely updates to clients. This position emphasizes relationship-building, organized project management, and proactive problem-solving in a fast-paced benefits environment.

Qualifications

• Bachelor's degree or equivalent related experience.
• 0-3 years in client management, account management, or similar experience within the TPA, insurance, or employee benefits industry.

Responsibilities

• Manage a portfolio of assigned small-group accounts (fewer than 100 lives) to support satisfaction and retention.
• Lead onboarding and gather new client information; coordinate with Sales for kickoff and maintain records.
• Conduct kickoff calls and routine client/broker communications; inform stakeholders on timely basis.
• Manage implementation timelines and track work to completion; conduct weekly check-ins with clients/brokers.
• Own the annual renewal process for assigned accounts; prepare renewal packages and present plan options.
• Coordinate with internal teams (Operations, Plan Documents, COBRA, Claims) to fulfill commitments and track updates.

Skills

Relationship building

Client communication

Presentation skills

Organizational skills

Attention to detail

Multitasking

Education

Bachelor's degree

Tools

Microsoft Office

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.

Primary Responsibilities

• Manage a portfolio of assigned small-group accounts (fewer than 100 lives) to support satisfaction, retention, and long-term partnership
• Gather and validate new client information during onboarding for assigned small-group accounts; coordinate with Sales for kickoff; maintain accurate records throughout the client lifecycle
• Lead kickoff calls and conduct routine client and broker communications for assigned accounts; announce client changes internally; open service tickets and ensure all stakeholders are informed on a timely basis
• Manage implementation timelines and track all work to completion for assigned accounts; conduct regular weekly check-ins with clients and brokers; elevate complex delivery issues to Senior Account Managers or the Director with full context
• Own the annual renewal process for assigned small-group accounts with Director oversight; prepare renewal packages and present plan options to clients and brokers; build comfort with renewal mechanics and negotiation
• Resolve routine client service issues and member inquiries independently for assigned accounts; elevate sensitive, complex, or high-risk situations promptly to Senior Account Managers or the Director with full context and recommended next steps
• Coordinate with internal teams (Operations, Plan Documents, COBRA, Claims) to fulfill commitments for assigned accounts; track ticket status and communicate updates to clients and brokers with accuracy and professionalism
• Prepare basic account reports, meeting agendas, and renewal materials for assigned clients; track open items and monitor account health indicators; keep the Director informed of account status and any emerging concerns
• Follow established account management processes and SOPs; identify procedural gaps and share feedback with team leaders; actively build benefits knowledge, product expertise, and regulatory awareness through self-directed learning
• Build awareness of Point C Health's service offerings and competitive differentiators; develop broker relationships within assigned small-group accounts; support finalist materials under manager guidance when requested
• Establish a cadence of regular client service touchpoints appropriate to the size and needs of assigned accounts
• Other duties as assigned to support client success

Qualifications

• Bachelor's degree or equivalent related experience
• 0-3 years of client management, account management, or similar experience within the TPA, insurance, or employee benefits industry; recent graduates and early-career candidates are encouraged to apply
• Developing skills in building relationships with client HR contacts and broker partners; demonstrates care for client outcomes from first interaction
• Foundational knowledge of, or strong interest in developing expertise in, self-funded health plans including stop loss, employee benefit programs, and related federal regulations (ERISA, COBRA, HIPAA, ACA)
• Strong written, verbal, and presentation skills, with a demonstrated ability to grow these skills through client-facing experience
• Strong organizational skills and attention to detail
• Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook
• Ability to build relationships and interact professionally with client contacts and broker partners
• Developing analytical thinking, problem-solving, and decision-making abilities, with a willingness to seek guidance from Senior Account Managers and the Director
• Self-motivated, coachable, and able to manage multiple priorities with consistent oversight
• Ability to travel as needed
• Active state insurance license is preferred
• Individual compensation will be commensurate with the candidat