Benefits Account Manager

Paylocity; Meridian (ID); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Paid time off

Medical & dental insurance

Retirement plan

Employee ownership opportunities

Continuing Education

Hybrid work schedule

Volunteer time off

Job summary

The Partners Group in Meridian, Idaho is seeking a Benefits Account Manager to serve as a trusted resource for a portfolio of employee benefits clients. You will coordinate renewal strategy, plan implementations, carrier relationships, and ongoing client service activities to maximize program value and ensure a seamless client experience.

The ideal candidate has 2-5+ years in employee benefits with strong knowledge of compliance, excellent organization, and effective communication.

Qualifications

• 2-5+ years of employee benefits or related industry experience.
• Active Life & Health insurance producer license.
• Strong knowledge of benefits and compliance.
• Proficiency with Microsoft Office applications.
• Strong organization and client service skills.

Responsibilities

• Manage an assigned book of employee benefits clients.
• Lead annual renewal planning and execution.
• Coordinate benefit plan implementations and service activities.
• Advise clients on benefits programs and compliance matters.
• Prepare client reports, presentations, and communications.
• Partner with carriers and internal teams to deliver exceptional service.

Skills

Employee benefits knowledge

Client service

Organization

Communication skills

Compliance knowledge

Education

Life & Health Producer License

Tools

Microsoft Office

Job description

Description

Find your place at The Partners Group, a purpose-driven company committed to making a difference in our community through our work and inspiring others to do the same.

TPG’s success is driven by a culture that values partnerships. We’re looking for people who invest in their relationships, seek to learn, create winning solutions for all, and do what they say they are going to do. Hard work goes without saying at TPG, supported by our culture that thrives on having fun while living well. This is what it means to be a partner for our clients and teammates.

Are you ready to join an amazing organization that has won too many “Employer of Choice” awards to list? Let’s work together!

The Partners Group currently has an outstanding opportunity for a client-focused employee benefits professional to join our Employee Benefits team in Meridian, Idaho as a Benefits Account Manager.

How you will make an impact at TPG

As a Benefits Account Manager, you'll serve as a trusted resource for an assigned portfolio of employee benefits clients, helping ensure they receive proactive guidance, responsive service, and effective solutions that support their organizations and employees. You'll coordinate renewal strategy, benefit plan implementation, carrier relationships, and ongoing client service activities that help clients make informed benefits decisions and maximize the value of their programs. By partnering closely with internal teams and external stakeholders, you'll contribute to a seamless client experience and support TPG's commitment to delivering exceptional service.

This role is well suited for someone who enjoys building long-term client relationships, managing multiple priorities, delivering high-quality work, and serving as a knowledgeable resource in the employee benefits space. The ideal candidate brings strong technical benefits expertise, takes ownership of their work, and values collaboration, curiosity, organization, and continuous learning.

A typical day in this role

• Manage an assigned book of employee benefits clients
• Lead annual renewal planning and execution
• Coordinate benefit plan implementations and service activities
• Advise clients on benefits programs and compliance matters
• Prepare client reports, presentations, and communications
• Partner with carriers and internal teams to deliver exceptional service
  

Key details

Title: Benefits Account Manager

Location: Meridian, Idaho; in-office with hybrid-remote opportunities

Hours: 40 hours/week, Mon-Fri

Salary Range: $75,000-85,000 annually (DOE)

Physical Requirements: Ability to sit for long periods of time, ability to communicate verbally and in writing, and ability to handle long periods of screen time.

Travel: Minimal, if any

Requirements

What you’ll bring to the table

• 2-5+ years of employee benefits, insurance, or related industry experience
• Active Life & Health insurance producer license
• Strong knowledge of employee benefits and compliance requirements
• Proficiency with Microsoft Office applications
• Strong organization, prioritization, and client service skills

What will make you really stand out

• Experience with level funded and self-funded benefit plans strongly preferred
• Prior experience in an Account Manager or similar client-facing role within a brokerage environment
• Familiarity with employee benefits compliance, regulatory considerations, or plan design analysis
• Experience supporting marketing efforts such as RFP development, renewal strategy, or cost projections

Why join The Partners Group?

At TPG, you’ll be part of one of the largest independently owned insurance brokerages in the Pacific Northwest where collaboration, integrity, and a client-first mindset guide everything that we do. We foster a supportive, professional environment that values expertise, teamwork, and long-term growth - and we invest in our people so they can do their best work. This includes:

• A comprehensive benefits package including generous Paid Time Off, Medical and Dental Insurance, Life and Disability Insurance, a Retirement plan, and employee ownership opportunities
• Ongoing support & development, including Continuing Education and encouragement toward professional designations
• A hybrid work schedule that supports flexibility while maintaining strong team connection
• Community involvement perks, including 8 hours paid volunteer time per quarter, charitable contributions matched by TPG, and an All-company holiday volunteer day

Commitment To Diversity

TPG promotes a culture of inclusion and is committed to growing the diversity of our workforce. This is a place where all employees have the opportunity to achieve their goals and meet the needs of our clients and the communities we serve. Embracing and encouraging a diverse range of perspectives makes us stronger, smarter, and more effective. The sum of our individual differences drives our culture, reputation, and achievements.

The Partners Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

We use E-Verify to confirm the identity and employment eligibility of all new hires.