Associate Account Manager, Employee Benefits

Find your place at The Partners Group, a purpose-driven company committed to making a difference in our community through our work and inspiring others to do the same.

TPG’s success is driven by a culture that values partnerships. We’re looking for people who invest in their relationships, seek to learn, create winning solutions for all, and do what they say they are going to do. Hard work goes without saying at TPG, supported by our culture that thrives on having fun while living well. This is what it means to be a partner for our clients and teammates.

Are you ready to join an amazing organization that has won too many “Employer of Choice” awards to list? Let’s work together!

The Partners Group has an exciting, client-facing opportunity for a benefits professional to join our team in Phoenix, AZ as an Associate Account Manager.

NOTE: This is a fully remote role; however, candidates must be physically located in the Phoenix Metro area.

How you will make an impact at TPG

The Associate Account Manager plays a key role in delivering exceptional service to our employee benefits clients. This individual supports Consultants and Account Executives in managing renewals, marketing efforts, compliance tasks, and day-to-day service needs for a mid-market book of business. By ensuring accuracy, responsiveness, and proactive communication, they help strengthen client relationships and contribute to the long-term retention and growth of our Employee Benefits practice. Their attention to detail and commitment to follow-through directly supports our reputation for client service excellence!

This role is ideal for a benefits professional with at least two years of experience who enjoys balancing client interaction with behind-the-scenes technical and analytical work. It’s well suited for someone who thrives in a fast-paced, collaborative environment and takes pride in being responsive, organized, and dependable.

A typical day in this role

• 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

Key details

Location: Remote – Must reside in Phoenix, AZ Metro area for local team and client support

Hours: 40 hours/week, Mon-Fri

Salary Range: $68,000-75,000 annually (DOE)

Physical Requirements: Ability to sit for long periods of time, ability to communicate verbally and in writing, and ability to handle long periods of screen time.

Travel: Minimal, if any

What you’ll bring to the table

• 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

What Will Make You Really Stand Out

• Experience supporting Arizona-based employer groups and familiarity with state-specific regulations
• Hands-on involvement in renewal strategy, rate analysis, and network disruption analysis
• Exposure to compliance processes (ERISA reporting, 5500s, SARs, SPD review)
• Professional designations such as CEBS, RHU, or active pursuit of industry certifications
• A proactive, relationship-oriented approach and a reputation for being dependable, adaptable, and a collaborative team player

Why join The Partners Group?

At TPG, you’ll be part of one of the largest independently owned insurance brokerages in the Qest where collaboration, integrity, and a client-first mindset guide everything that we do. We foster a supportive, professional environment that values expertise, teamwork, and long-term growth - and we invest in our people so they can do their best work. This includes

• A comprehensive benefits package including generous Paid Time Off, Medical and Dental Insurance, Life and Disability Insurance, a Retirement plan, and 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

Commitment To Diversity

TPG promotes a culture of inclusion and is committed to growing the diversity of our workforce. This is a place where all employees have the opportunity to achieve their goals and meet the needs of our clients and the communities we serve. Embracing and encouraging a diverse range of perspectives makes us stronger, smarter, and more effective. The sum of our individual differences drives our culture, reputation, and achievements.

Apply Today

If this sounds like the right fit for your skills and experience, we’d love to hear from you! Jumpstart the application using your resume. While a cover letter is not required, we'd love to learn why you're interested in the opportunity to join us!

PLEASE NOTE: We are not accepting applications or inquiries from external recruiters or staffing agencies. Direct applicants only.

The Partners Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

We use E-Verify to confirm the identity and employment eligibility of all new hires.