Now Hiring - Transtar Insurance Brokers, Inc. - Benefits Account Manager in Phoenix, AZ

Full description of the position

Location: Phoenix, AZ Company: Transtar Insurance Brokers, Inc.

Position Summary

: We are seeking a dynamic and experienced

Benefits

Account Manager to lead the management of a portfolio that includes self-funded employer groups. This individual will not only be responsible for delivering exceptional client service and strategic guidance but will also play a key role in establishing and improving internal processes that support scalable, consistent, and high- quality account management. The ideal candidate has deep expertise in self-funded plans, thrives in a client-facing role, and has a track record of streamlining operations and implementing best practices across benefit account management functions.

Key Responsibilities

: Client Management

• Serve as the primary point of contact for a book of mid-to-large employer groups.
• Deliver proactive, consultative service, including benefit plan design, renewal strategy, compliance guidance, and claims data analysis.
• Build and maintain strong relationships with clients, TPAs, stop-loss carriers, PBMs, and other vendor partners.
• Lead and facilitate client meetings, including stewardship reviews and renewal presentations.
• Ensure the timely and accurate delivery of all client deliverables, including open enrollment materials, compliance notices, and reporting. Process Improvement & Implementation
• Assess current account management workflows and identify opportunities to enhance efficiency, consistency, and client experience.
• Develop, document, and roll out new procedures, service standards, and templates for internal use.
• Establish scalable onboarding and service models.
• Support the training and mentoring of junior staff in new processes and best practices.

Qualifications

:

• 7+ years of employee benefits experience, with significant experience managing self-funded employer groups.
• Proven success in a client-facing account management role within a brokerage, consulting firm, or insurance carrier.
• Strong analytical skills with the ability to interpret and present complex claims and cost data.
• Demonstrated experience improving or creating account management processes, documentation, and internal systems.
• Excellent interpersonal, presentation, and communication skills.
• Highly organized and capable of managing competing priorities in a fast-paced environment.
• Proficiency in Microsoft Office Suite (especially Excel and PowerPoint); experience with benefits administration and CRM platforms preferred.
• Current Life & Health License required. Preferred Attributes:
• Strategic thinker with a continuous improvement mindset.
• Self-starter with strong leadership and mentoring capabilities.
• Comfortable navigating change and influencing process adoption.
• Deep understanding of ACA, ERISA, HIPAA, and other relevant compliance areas What We Offer:
• Competitive salary and potential performance-based bonuses
• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off and holidays
• Professional development opportunities
• A supportive, collaborative work environment Why Join Us? This is a high-impact role offering the opportunity to shape how we deliver benefits services to our clients. If you're a senior-level benefits professional who excels at both client management and operational leadership, we invite you to apply and help drive the next phase of our growth. Job Type: Full-time Ability to Commute:
• Phoenix, AZ (Required) Ability to Relocate:
• Phoenix, AZ: Relocate before starting work (Preferred) Work Location: In person