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Account Manager – Flex, HRA, HSA

Location

United States

Posted

33 days ago

Salary

$70K - $75K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

Account Manager – Flex, HRA, HSA

Point C

• 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

Job Requirements

  • 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.

Benefits

  • 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)

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