• 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