Benefits Account Manager - Small Group

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 benefits professional to join our Employee Benefits division as a Benefits Account Manager, remotely within the Phoenix Metro area.

How you will make an impact at TPG

As a Benefits Account Manager, you'll serve as the primary relationship manager for a dedicated book of Arizona small-group employee benefits clients (we call it our Enterprise Group), helping ensure they receive timely guidance, responsive service, and thoughtful solutions throughout the year. You'll partner closely with producers, carriers, and internal team members to support renewals, resolve service-related issues, and help clients navigate the complexities of their benefits programs. Your attention to detail, follow-through, and ability to manage multiple priorities will directly contribute to client retention and an exceptional client experience. By keeping accounts organized, compliant, and running smoothly, you'll help strengthen both client relationships and the long-term success of our Employee Benefits practice.

This role is well suited for someone who enjoys balancing relationship management with highly detailed work and takes pride in delivering a great client experience. The ideal candidate is proactive, organized, adaptable, and comfortable managing a high-volume workload while building strong partnerships with clients and coworkers alike.

A typical day in this role

• Manage an assigned book of Arizona small-group employee benefits clients (under 50 lives) and serve as a primary contact for service-related needs
• Coordinate renewals by gathering information, evaluating options, preparing cost analyses, and supporting client recommendations
• Respond to client questions related to claims, billing, benefits administration, compliance, and plan changes
• Prepare client-facing materials, reports, presentations, and meeting agendas that support informed decision-making
• Partner with producers, carriers, and internal team members to resolve issues and deliver a seamless client experience
• Maintain accurate client records and documentation while managing multiple deadlines and priorities

Key details

Title: Benefits Account Manager

Location: Phoenix, AZ Metro area; remote with local team and client support meetings

Hours: 40 hours/week, Mon-Fri

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

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; local Phoenix area travel for team meetings and client support

Requirements

What you’ll bring to the table 

• 2–5+ years of employee benefits, insurance, HR/benefits administration, or related experience
• Active Life & Health Insurance license (or ability to obtain within first 90 days on the job)
• Employee benefits brokerage account management experience, especially with small-group benefits accounts (under 50 lives)
• Experience managing multiple priorities in a high-volume environment
• Strong written and verbal communication skills
• Exceptional organization, accuracy, and attention to detail
• Proficiency with Microsoft Outlook, Excel, PowerPoint, and Word
• Proactive problem-solving skills and the ability to work independently

What will make you really stand out

• Knowledge of benefits renewals, compliance, and plan administration
• Bachelor's degree in related fields desired; completion of high school diploma or equivalent required
• CEBS, RHU, or other industry designations

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.

Apply Today

If this sounds like the right fit for your skills and experience, we’d love to hear from you! Jumpstart the application using your resume. While a cover letter is not required, we'd love to learn why you're interested in the opportunity to join us!

PLEASE NOTE: We are not accepting applications or inquiries from external recruiters or staffing agencies. Direct applicants only.

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.