Transtar - Account Manager

Company Overview

Transtar Insurance Brokers, Inc. is a commercial insurance agency that specializes in transportation. Transtar has created a culture where our employees feel valued like they are part of our family. We invest in our employees, teaching them the skills needed to elevate them to higher positions within our company, turning jobs into lifelong successful careers. We listen to our employees' ideas and suggestions, and we implement new processes based on these suggestions because we trust their knowledge and experience.

Celebrating our achievements together as a team, we genuinely care about one another.

Full Time In-Office/Hybrid, Phoenix AZ, Reports to V.P. of Benefits, Pay Range: $85,000 to $110,000

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.

• 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.

• 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.

• 3+ years of employee benefits experience, with significant experience managing self-funded employer groups for an agency or brokerage.
• Proven success in a client-facing account management role within an agency or brokerage.
• 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.
• Completion of our pre-employment assessment:

• 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.

• Competitive salary
• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off and holidays
• Professional development opportunities
• A supportive, collaborative work environment

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.