Employee Benefits Account Manager
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AI Summary
Employee Benefits Account Manager
Why This Role Matters
How You'll Make an Impact
- Serve as the primary point of contact for assigned employee benefits clients, delivering responsive and consultative service that strengthens long-term relationships.
- Lead renewal processes by gathering census data, coordinating carrier quotes, preparing analyses, and managing timelines to achieve successful outcomes.
- Coordinate open enrollment activities, employee education initiatives, and benefits administration programs that support a positive client experience.
- Partner with producers, benefit consultants, carriers, and internal teammates to deliver customized benefits solutions and seamless service.
- Prepare and review renewal analyses, contribution modeling, benchmarking data, and claims reporting to support informed client decision-making.
- Maintain accurate client records, policy documentation, and workflow activities while supporting retention, account growth, and cross-selling opportunities.
Who You Are
- Relationship-driven and committed to providing exceptional client service.
- Highly organized, with the ability to manage competing priorities and deadlines in a fast-paced environment.
- Detail-oriented and committed to producing accurate, high-quality work.
- A strong communicator who can confidently interact with clients, carriers, producers, and internal stakeholders.
- Proactive in identifying solutions, resolving issues, and following through on commitments.
- Comfortable working independently while collaborating effectively across teams.
- Motivated to stay current on industry trends, compliance requirements, and employee benefits best practices.
What You Bring
Day One:
- 3+ years of experience in employee benefits account management, benefits consulting, insurance client services, or a related role.
- Strong understanding of employee benefits administration, renewals, and client service best practices.
- Proficiency with Microsoft Office Suite, including Outlook, Word, PowerPoint, and Excel.
- Excellent verbal and written communication skills.
- Strong organizational and time management abilities with the capacity to manage multiple client deliverables simultaneously.
- Ability to build and maintain productive relationships with clients, carriers, and internal partners.
- Professional, client-focused approach with strong attention to detail.
- Ability to obtain a Life & Health insurance license within 30 days of hire if not currently licensed.
Valuable Additions:
- Active Life & Health insurance license.
- Experience with self-funded benefit plans, captive arrangements, or alternative funding models.
- PEO industry knowledge or experience.
- Familiarity with agency management platforms, CRM systems, and benefits technology tools such as Zywave.
- Bachelor's degree in business, insurance, or a related field.
- Experience supporting RFP processes, carrier marketing activities, contribution modeling, benchmarking, and claims reporting.
Real Benefits for Real Life
At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.
Highlights Include:
- Multiple medical plan options, with preventive care covered at 100%
- Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
- Employer-paid short-term and long-term disability coverage
- Paid parental leave
- Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
- Competitive 401(k) company match to help you build your financial future
- Comprehensive dental and vision coverage
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
About Patriot Growth Insurance Services
At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.
Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them.
Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.
Pay Range: Posted below*
*Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.
Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.
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