Benefit Account Manager

Company Overview: For almost 30 years, PrestigePEO has partnered with brokers and business owners to deliver comprehensive workforce solutions that simplify HR, control costs, and support employee success.

As a full-service Professional Employer Organization (PEO), we provide integrated HR services, employee benefits, payroll administration, workers' compensation, compliance guidance, retirement solutions, and advanced HR technology through our co-employment model. This approach gives businesses access to large group purchasing power, experienced HR expertise, and scalable infrastructure typically reserved for larger organizations.

Working alongside broker partners, PrestigePEO helps businesses build stronger teams, remain compliant in complex regulatory environments, and focus on sustainable growth.

Position Description:

The Account Manager serves as the strategic owner of assigned client relationships within the PEO co-employment framework. This role is accountable for client retention, long-term planning, escalation management, and high-level benefits and compliance leadership. The Account Manager partners closely with internal teams to deliver integrated PEO solutions while guiding clients through complex benefit, compliance, and workforce decisions.

Essential Duties and Responsibilities:

• Own and manage strategic client relationships within the PEO co-employment model.

• Serve as the primary escalation point for complex benefits, compliance, and service issues.

• Lead strategic planning conversations, renewal strategy, and long-term benefits discussions with client leadership.

• Conduct high-level ACA strategy meetings and complex regulatory and compliance consultations.

• Coordinate cross-functional internal teams (Payroll, HR, Compliance) to deliver cohesive PEO benefit solutions.

• Analyze client benefit performance through reporting, trending, and forecasting to inform strategy.

• Manage high-touch, high-impact client benefit portfolios with elevated risk, complexity, and customization.

• Mentor, guide and support escalations for Benefits Specialist II and Benefits Specialist I team members.

• Drive client retention initiatives through proactive benefit products engagement.

• Identify and support upsell and expansion opportunities across PEO service offerings where appropriate.

• Partner and build relationships with external partners and internal partners for revenue and retention

• Oversaw end-to-end onboarding accuracy for clients and employees, directly supporting revenue outcomes and strengthening ongoing client retention.

• Perform additional duties and special projects assigned in support of the Benefits department and organizational goals

Required Qualifications:

• Education (what level): Bachelors degree

• Years of Work Experience (how many years): Minimum of five years of client facing and/or sales experience in group employee benefits‑facing and/or sales experience in group employee benefits

• Certifications/Licenses (may or may not apply): Life and Health license required.

• Advanced knowledge of PEO benefits administration, carrier structures, and regulatory compliance.

• Proven experience managing complex client relationships, escalations, and renewals.

• Strong strategic, consultative, and leadership capabilities.

• Ability to lead difficult conversations and influence client decision-making.

Preferred Qualifications: soft skills

• Communication – strong active listening, verbal and written skills.

• Problem-solving – critical thinking and analytical skills, resourcefulness under pressure.

• Adaptability – ability to learn new technologies and processes

• Time management – experience with prioritizing tasks in a high-volume setting

• Teamwork and collaboration – working with others effectively and managing conflict

• Salesforce experience a preferred

• PrismHR experience preferred

• Operates with a high level of autonomy and decision-making authority.

• Owns final client strategy, escalation resolution, and retention planning decisions.

• Balances risk management, client advocacy, and organizational priorities independently.

• Engages senior leadership as needed for exceptional or enterprise-level matters.

This role is hybrid working 3 days in the office, 2 from home.

Only one role is being hired; however, the job posting appears in multiple states where the company recruits

Powered by JazzHR