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Role Description

This role offers the opportunity to lead and inspire a high-performing account management team while maintaining direct responsibility for a select group of clients. As an Account Management Team Leader, you will drive team performance, ensure client satisfaction, and implement strategies that optimize operational efficiency. You will provide mentorship and guidance to your team, manage escalations, and contribute to the development of processes that enhance service delivery. This position requires strong leadership, organizational, and analytical skills, as well as the ability to balance multiple priorities in a fast-paced, client-focused environment. You will also collaborate with cross-functional teams to maintain compliance and financial accuracy, ensuring exceptional outcomes for both clients and team members. The role combines strategic oversight, hands-on management, and client-facing responsibilities for a dynamic and rewarding experience.

• Lead, mentor, and manage a team of Associate Account Managers and Account Managers, setting performance goals and providing ongoing feedback and coaching.
• Participate in hiring, onboarding, and continuous training initiatives to strengthen team capabilities.
• Manage a personal book of business while supporting team members in providing exceptional client service.
• Oversee client interactions across multiple channels, including email, phone, and conference calls, ensuring timely and professional responses.
• Monitor and track team and individual performance metrics, ensuring objectives are met and quality standards are upheld.
• Support client onboarding, account audits, reconciliations, and seasonal processes such as re-enrollment and compliance testing.
• Act as a point of escalation for complex client issues, identifying root causes and implementing effective solutions.
• Collaborate with leadership to develop strategies that drive team and organizational goals, financial oversight, and service excellence.

Qualifications

• 5+ years of relevant account management experience, ideally in benefits management, customer service, or related fields; experience with CDH and COBRA administration preferred.
• Proven team leadership experience with the ability to motivate and develop team members.
• Strong interpersonal, analytical, and problem-solving skills.
• Detail-oriented with excellent organizational skills and the ability to multitask in a collaborative environment.
• Proficiency with account management systems (experience with Alegeus preferred).
• Strong understanding of customer service principles and the ability to handle conflict professionally.
• Associate or bachelor’s degree preferred but not required.
• Self-motivated, proactive, and capable of exercising independent judgment while aligning with team and organizational goals.
• Must reside in one of the eligible U.S. states and be authorized to work in the U.S.

Benefits

• Competitive medical, dental, and vision coverage for employees and their families.
• Company-funded HSA and pre-/post-tax 401(k) with up to 5% match.
• Life insurance, accident insurance, pet insurance, and other supplemental benefits.
• Generous vacation policy and flexible Monday–Friday work schedule.
• Professional growth opportunities through training, mentorship, and cross-functional collaboration.
• Community engagement and volunteer programs to support personal passions.
• Remote work flexibility with a professional home workspace requirement.