Pointc Associate Account Manager at Point C supports servicing and retention of small-group client accounts under guidance. Responsible for managing client lifecycle from onboarding to renewal.
Responsibilities
Manage a portfolio of assigned small-group accounts 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 work to completion; conduct weekly check-ins; escalate complex issues
Own the annual renewal process with Director oversight; prepare renewal packages and present plan options
Resolve routine client service issues and member inquiries independently; escalate sensitive or complex situations
Coordinate with internal teams to fulfill commitments; track ticket status and communicate updates
Prepare basic account reports, meeting agendas, and renewal materials; track open items and monitor account health
Qualification
0-3 years of client managementFoundational knowledge ofStrong writtenProficiency in Microsoft OfficeDeveloping analytical thinkingSelf-motivatedAbility to travel as needed
Required
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
