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; 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
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.
- 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.
Skills 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
- Developing relationship-building skills with client HR contacts and broker partners
- Foundational knowledge of, or strong interest in developing expertise in, self-funded health plans, stop loss, employee benefits, and related regulations
- Strong written, verbal, and presentation skills
- Strong organizational skills and attention to detail
- Proficiency in Microsoft 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
What We Do
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 your clients – and take you beyond the standard “Point A to Point B.” Our TPA partners have decades of experience curating custom healthcare plans that simultaneously reduce healthcare spend for employers and help employees get the quality care they need.
