Account Manager – Flex, HRA, HSA

Point C

Account Manager responsible for managing and retaining employer group accounts focused on Flex, HRA, and HSA programs. Building strong relationships while ensuring client satisfaction and compliance in a remote setting.

Posted 5/5/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $75,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Comp & perks

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)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

account managementplan designimplementationissue resolutionreportingfunding requestsreimbursement processesself-funded health plansconsumer-directed benefit accountsregulatory compliance

Soft Skills

client experiencerelationship buildingwritten communicationverbal communicationpresentation skillsorganizational skillsattention to detailanalytical thinkingcreative problem-solvingdecision-making

Certifications

Bachelor's degreeactive state insurance license