Account Manager

Point C

. Manage a portfolio of assigned small-group accounts (fewer than 100 lives) to support satisfaction, retention, and long-term partnership .

Posted 11/9/2026full-timeRemote • United StatesMid-Level💰 $60,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client management and account oversight, with a foundational knowledge of self-funded health plans and related regulations. Proficient in relationship building with clients and brokers, while effectively managing multiple priorities and ensuring client satisfaction.

Highest-signal resume keywords

Client ManagementAccount ManagementSelf-Funded Health PlansMicrosoft Office ProficiencyActive State Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client OnboardingRenewal Process ManagementAccount ReportingRegulatory KnowledgeImplementation Timeline Management

Soft Skills

Strong Written CommunicationOrganizational SkillsAnalytical ThinkingProblem-SolvingRelationship Building

Certifications & Qualifications

Active State Insurance License

Industry Keywords

TPAInsuranceEmployee BenefitsERISACOBRAHIPAAACA

About the role

Key responsibilities & impact

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 throughout the client lifecycle
Lead kickoff calls and conduct routine client and broker communications; announce client changes internally; open service tickets and keep stakeholders informed
Manage implementation timelines and track work to completion; conduct weekly check-ins with clients and brokers; escalate complex delivery issues
Own the annual renewal process with Director oversight; prepare renewal packages and present plan options to clients and brokers
Resolve routine client service issues and member inquiries; escalate sensitive, complex, or high-risk situations
Coordinate with Operations, Plan Documents, COBRA, and Claims teams; track ticket status and communicate updates
Prepare account reports, meeting agendas, and renewal materials; track open items and monitor account health indicators
Follow account management processes and SOPs; identify procedural gaps and build benefits, product, and regulatory knowledge
Build awareness of Point C Health’s service offerings and competitive differentiators; develop broker relationships; support finalist materials
Establish regular client service touchpoints
Perform other duties as assigned to support client success

Requirements

What you’ll need

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
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
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
Self-motivated, coachable, and able to manage multiple priorities with consistent oversight
Ability to travel as needed
Active state insurance license is preferred

Benefits

Comp & perks

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)
Certain roles may be eligible for additional compensation, including bonuses and merit increases
Certain roles have the opportunity to receive sales commissions based on the applicable sales commission plan