Account Manager (Flex, HRA, HSA)

The Account Manager for Flex, HRA, and HSA lines of business is responsible for managing and retaining a block of key client accounts while supporting business growth and client satisfaction. This role serves as a trusted advisor and subject matter expert in consumer-directed benefits, cultivating strong relationships with clients, brokers, and internal teams. The Account Manager oversees all phases of the client lifecycle, from onboarding through ongoing service delivery and renewals, ensuring exceptional service, compliance, and consistent results.

Primary Responsibilities

• 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.
• Other duties as assigned to support client success.

Qualifications

• 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.
• 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.