The Account Specialist will serve as a key point of contact for clients in collaboration with the Client Services team to help drive client satisfaction and business retention. Provide administrative and operational support to ensure the team’s success in meeting client needs. This role works closely with internal Point C departments and TPA partners to promptly address client questions, coordinate resolutions to issues, and generate client-specific reports. The position may also include client-facing responsibilities such as participating in employee meetings, benefit fairs, and supporting quarterly or renewal meetings alongside Client Services leaders.

Primary Responsibilities:

• Serve as a key support for clients in partnership with Client Services team members to support business retention.
• Provide administrative support to the Client Services team to ensure successful delivery of client service commitments.
• Prepare and run client-specific reports as needed to support account management activities.
• Collaborate with internal Point C teams and TPA partners to research and respond to client inquiries in a timely manner.
• Facilitate the resolution of client concerns by coordinating across departments and ensuring follow-up.
• Participate in client-facing activities such as benefit fairs, employee meetings, and enrollment presentations.

Qualifications:

• Bachelor’s degree or equivalent related experience
• Minimum 3 years of experience in a TPA, insurance, or related employee benefits environment
• Strong knowledge of self-funded health plans and employee benefit programs
• Familiarity with benefit-related federal regulations, including ERISA, COBRA, HIPAA, and ACA
• Excellent written and verbal communication skills
• Exceptional organizational skills with strong attention to detail
• Proficiency in Microsoft Office, including Word, Excel, PowerPoint, Outlook
• Strong analytical, problem-solving, and decision-making skills
• Ability to comprehend complex information and follow instructions
• Effective time management with the ability to meet deadlines and manage multiple priorities
• Ability to interact confidently with senior executives and clients
• Self-motivated, accountable, and proactive in driving projects to completion
• Ability to travel to the Cherry Hill, NJ office and attend client meetings in surrounding areas 15–20% of the time

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

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
• Experience with Alegeus benefits administration platform strongly preferred
• 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

The Account Manager 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 product expert, cultivating strong relationships with clients, brokers, and internal teams. The Account Manager oversees all phases of the client lifecycle, from onboarding to ongoing service delivery and renewal activities, ensuring exceptional service and consistent results.

Primary Responsibilities: 

• Manage a portfolio of approximately $5 - $8 million 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
• Develop and execute strategic service plans to align with client goals and objectives
• Oversee day-to-day account management activities, including implementation, issue resolution, and renewals
• Maintain relationships with senior-level contacts within client organizations, including Benefits, Human Resources, and Finance leaders
• Ensure accurate and timely delivery of Point C products, services, and reporting
• Collaborate closely with internal stakeholders and partners—valuing internal relationships as highly as external ones—to proactively address client needs and drive continuous improvement and success
• Lead the development and delivery of presentations, client meetings, and renewal discussions as a subject matter expert on Point C solutions
• Establish cadence of regular and strategic service meetings
• Other duties as assigned to support client success

Qualifications: 

• Bachelor’s degree or equivalent related experience
• 5-8 years of client management, account management, or similar experience within the TPA, insurance, or employee benefits industry
• Proven experience engaging and building relationships with C-suite executives
• Strong knowledge of self-funded health plans including stop loss, employee benefit programs, and related federal regulations (ERISA, COBRA, HIPAA, ACA)
• Excellent written, verbal, and presentation skills
• Strong organizational skills and attention to detail
• Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook
• Ability to build relationships and interact confidently with senior-level executives and clients
• 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

• Create and promote adherence to treatment plans, as developed by patients’ healthcare providers
• Create and maintain accurate, detailed clinical patient reports for clients and carriers
• Monitor and document adherence to treatment plans, evaluate effectiveness, monitor patient progress in a timely manner
• Increase continuity of care by managing relationships with tertiary care providers, transitions-in-care, and referrals
• Increase patients’ ability for self-management and shared decision making
• Increase comprehension through culturally and linguistically appropriate education
• Assist with medication reconciliation
• Connect patients to relevant community resources, with the goal of enhancing patient health and wellbeing.
• Serve as the contact point, advocate, and informational resource for patients, care team, family/caregiver(s), stop-loss carrier, and community resources
• Assess a patient’s unmet health and social needs
• Acknowledges patient’s right on confidentiality issues, always maintains patient confidentiality and follows HIPAA guidelines and regulations

• Current standing as a registered nurse (RN) or licensed practical nurse (LPN) required
• 5 years of experience in a clinical or community resource setting/care coordination required
• 2 years of case management experience required
• Highly organized with ability to keep accurate notes and records
• Evidence of essential leadership, communication, education and counseling skills
• Proficient computing skills and the ability to learn new systems
• Exemplary telecommunication skills
• Maintains high level of professionalism and confidentiality

Point C is seeking a Stop Loss Renewal Support Specialist to join our dynamic team. The Renewal Support Specialist will play a crucial role in assisting the sales team in preparing proposals and associated collateral to drive business growth. The ideal candidate will possess excellent organizational skills, attention to detail, and the ability to thrive in a fast-paced environment.

Responsibilities

• Collaborate with the account management team to gather necessary information for proposal development.
• Prepare and customize proposals and other collateral to support the account management team's efforts in acquiring and retaining clients.
• Ensure accuracy and completeness of proposals by thoroughly reviewing all materials and data.
• Coordinate with internal departments to obtain necessary information for proposal creation.
• Respond promptly to sales team inquiries and requests for proposal revisions or updates.
• Assist in maintaining a repository of renewal materials, especially those associated with proposal generation.
• Follow defined processes and workflows to streamline proposal development and ensure efficiency.
• Provide administrative support to the account management team as needed.

Qualifications

• Strong proficiency in Microsoft Office Suite, particularly Word, Excel, and PowerPoint.
• Excellent written and verbal communication skills, with the ability to effectively convey complex information.
• Exceptional organizational skills and attention to detail, with the ability to manage multiple projects simultaneously.
• Ability to work independently and collaboratively in a team environment.
• Familiarity with CRM software (e.g. Salesforce) is a plus.
• Previous experience in sales support, proposal development, or similar roles within the insurance industry is preferred.
• Previous experience with and understanding of Stop Loss insurance marketing is preferred.
• Flexibility to adapt to changing priorities and deadlines in a fast-paced environment.
• A positive attitude and willingness to learn and grow within the organization.