Associate Account Manager

Point C; United States; Remote; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive medical, dental, vision,

Life insurance

401(k) with employer match

Health Savings Account (HSA) & FSAs

Paid time off (PTO)

Employee Assistance Program (EAP)

Job summary

Point C Health is seeking an Associate Account Manager to support servicing and retention of small-group client accounts (fewer than 100 lives). The role develops foundational account management skills under guidance from leadership, handling onboarding, service delivery, and renewal activities to grow into an Account Manager position.

You will collaborate with internal teams and brokers, build client relationships, and learn our comprehensive benefits offerings while contributing to client

Qualifications

• Bachelor’s degree or equivalent related experience.
• 0-3 years of client management or account management experience in TPA/insurance/employee benefits.
• Developing skills in building relationships with client HR contacts and broker partners.
• Foundational knowledge of self-funded health plans and related regulations (ERISA, COBRA, HIPAA, ACA).
• Strong written, verbal, and presentation skills with client-facing experience.
• Strong organizational skills and attention to detail.
• Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
• Ability to travel as needed.
• Active state insurance license is preferred.

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; coordinate with Sales for kickoff; maintain accurate records.
• Lead kickoff calls and conduct routine client and broker communications; announce client changes internally; open service tickets.
• Manage implementation timelines and track all work to completion; conduct weekly check-ins with clients and brokers.
• Own the annual renewal process for assigned accounts with Director oversight; prepare renewal packages and present plan options.
• Resolve routine client service issues and inquiries; escalate complex issues with full context and recommended steps.
• Coordinate with Operations, Plan Documents, COBRA, Claims to fulfill commitments; track ticket status and updates.
• Prepare basic account reports, meeting agendas, and renewal materials; monitor account health indicators.

Skills

Relationship building

Communication

Organizational skills

Analytical thinking

Problem-solving

Presentation skills

Travel readiness

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office (Word, Excel, PowerPoint, Outlook)

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 Associate Account Manager is an entry-level role within the Account Management career path, responsible for supporting the servicing and retention of a book of small-group (fewer than 100 lives) client accounts. This role builds foundational account management skills and industry knowledge while working under the consistent guidance of the Director of Account Management and more senior Account Management team members. The Associate Account Manager supports all phases of the client lifecycle, from onboarding through ongoing service delivery and renewal, developing the relationship-building, communication, and technical skills needed to grow into an Account Manager role.

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 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

$60,000 - $80,000 USD

• 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.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Point C’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.