Employee Benefits Account Manager
Employee Benefits Account Manager
Why This Role Matters
How You'll Make an Impact
- Build trusted relationships as the primary point of contact for an assigned book of employee benefits clients.
- Lead renewal and open enrollment activities, including employee presentations, client education, carrier coordination, and policy administration.
- Analyze renewal options, contribution strategies, benchmarking data, and claims reporting to help clients make informed benefits decisions.
- Coordinate RFP processes, carrier submissions, and internal workflows to ensure timely and accurate marketing and renewal execution.
- Deliver proactive consultative service by resolving issues, answering questions, and identifying opportunities to enhance the client experience.
- Partner with producers, carriers, and internal teams to uncover cross-selling opportunities and support agency growth initiatives.
Who You Are
- Relationship-focused and committed to delivering exceptional client service.
- Organized and able to manage multiple priorities while meeting deadlines and maintaining accuracy.
- A strong communicator who can explain complex benefits concepts clearly and confidently to diverse audiences.
- Consultative in your approach, balancing client needs with strategic recommendations.
- Detail-oriented when reviewing proposals, contracts, benefit communications, and supporting documentation.
- Collaborative, dependable, and eager to contribute to team success.
- Motivated to stay current on industry trends, carrier offerings, and regulatory developments.
What You Bring
Day One:
- 3+ years of employee benefits account management, consulting, or related client service experience.
- Experience managing employee benefits renewals, open enrollment activities, benefits administration, and carrier marketing processes.
- Strong proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.
- Excellent verbal and written communication skills.
- Strong organizational and time management skills with the ability to manage multiple client priorities.
- Professional relationship-building and interpersonal skills.
- Ability to work independently while collaborating effectively across teams.
Valuable Additions:
- Active Life & Health insurance license or the ability to obtain one within 30 days of hire.
- Experience supporting self-funded clients, including claims reporting, contribution modeling, and benchmarking.
- Experience with agency management systems and CRM platforms, including Zywave.
- Bachelor's degree or an equivalent combination of education and relevant professional experience.
- Knowledge of employee benefits compliance requirements and industry best practices.
Real Benefits for Real Life
- 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
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.
Pay Range
$75,000 - $85,000 USD
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