The Partners Group

Consulting, insurance, and financial services

Associate Account Manager – Employee Benefits

Account ManagerSalesFull TimeRemoteTeam 51-200H1B No SponsorCompany SiteLinkedIn

Location

Arizona

Posted

20 days ago

Salary

$68K - $75K / year

Bachelor Degree2 yrs expEnglish

Job Description

• Serve as a primary day-to-day contact for assigned Arizona-based mid-market clients (20–200 lives), responding to inquiries related to claims, billing, enrollment, compliance, and carrier questions • Support the renewal and marketing process by preparing RFPs, tracking quotes, analyzing proposals, and assisting with rate negotiations and cost projections • Prepare renewal spreadsheets and presentation materials using Excel and internal data tools • Coordinate open enrollment meetings, benefits fairs, and client education sessions; prepare materials and follow-up documentation • Maintain accurate client records, communication logs, and workflows in Salesforce and SharePoint • Partner with Consultants and Account Executives to ensure timely issue resolution and consistent, high-quality client service

Job Requirements

  • Minimum of 2 years of experience in employee benefits (brokerage, carrier, or employer/HR environment)
  • Experience supporting mid-market groups (20–200 employees), including exposure to fully insured and/or level-funded plans
  • Arizona Life & Health license preferred; required within 6 months of hire
  • Strong customer service orientation with the ability to communicate clearly, professionally, and promptly
  • Proficiency in Microsoft Excel and comfort navigating CRM systems such as Salesforce
  • Strong organizational skills with high attention to detail and the ability to manage multiple priorities in a fast-paced environment

Benefits

  • A comprehensive benefits package including generous Paid Time Off
  • Medical and Dental Insurance
  • Life and Disability Insurance
  • a Retirement plan
  • employee ownership opportunities
  • Ongoing support & development, including Continuing Education and encouragement toward professional designations
  • A 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

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