Note: The job is a remote job and is open to candidates in USA. The Partners Group is a purpose-driven company committed to making a difference in the community. They are seeking a Benefits Account Manager to serve as the primary relationship manager for small-group employee benefits clients, ensuring timely guidance and service while managing client accounts effectively.
Responsibilities
- 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
Skills
- 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
- 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
Benefits
- 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
Company Overview