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 Account Manager for Flex, HRA, and HSA lines of business is responsible for managing and retaining a block of key client accounts while supporting business growth and client satisfaction. This role serves as a trusted advisor and subject matter expert in consumer-directed benefits, cultivating strong relationships with clients, brokers, and internal teams. The Account Manager oversees all phases of the client lifecycle, from onboarding through ongoing service delivery and renewals, ensuring exceptional service, compliance, and consistent results.
Primary Responsibilities
- Manage a portfolio of employer group accounts focused on Flex, HRA, and HSA programs to ensure satisfaction, retention, and long-term partnership.
- Serve as the primary liaison for plan sponsors, brokers, and internal teams to deliver an exceptional client experience.
- Provide subject matter expertise on consumer-directed benefit programs, including regulatory compliance (IRS, ERISA, COBRA, HIPAA, ACA) and industry best practices.
- Oversee day-to-day account management activities including plan design, implementation, issue resolution, renewals, and ongoing program administration.
- Ensure accurate and timely delivery of reporting, funding requests, and reimbursement processes.
- Collaborate with internal operations, finance, eligibility, and claims teams to proactively address client needs and drive continuous improvement.
- Maintain relationships with senior-level client contacts in HR, Benefits, and Finance departments.
- Lead and participate in client meetings, presentations, and renewal discussions, providing data-driven insights and recommendations.
- Monitor service performance against established SLAs and client expectations.
- Establish cadence of regular strategic service meetings with clients and brokers.
- Identify opportunities for additional services or plan enhancements to support client goals.
- Other duties as assigned to support client success.
Qualifications
- Bachelor’s degree or equivalent related experience.
- 3–5 years of account management experience in the TPA, insurance, or employee benefits industry, with specific exposure to FSA, HRA, HSA, COBRA, and commuter benefits.
- Strong knowledge of self-funded health plans, consumer-directed benefit accounts, and applicable federal regulations.
- Proven experience engaging and building relationships with brokers and employer group executives.
- Excellent written, verbal, and presentation skills.
- Strong organizational skills and attention to detail.
- Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
- Analytical thinking, creative problem-solving, and sound decision-making abilities.
- Self-motivated, results-driven, and able to manage multiple priorities.
- 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.
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