Associate Account Manager

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; escalate 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; escalate 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