The Partners Group
Consulting, insurance, and financial services
Associate Account Manager – Employee Benefits
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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