Note: The job is a remote job and is open to candidates in USA. Patriot Growth Insurance Services is a national insurance services firm focused on employee benefits and property & casualty agencies. They are seeking an experienced Employee Benefits Account Manager to manage a portfolio of clients, support renewals, and ensure exceptional service throughout the client lifecycle.
Responsibilities
- Serve as the primary point of contact for assigned employee benefits clients, delivering responsive, consultative service while building and maintaining strong client relationships
- Lead and support employee benefits renewals, including gathering census data, preparing renewal analyses, coordinating carrier quotes, and managing timelines to ensure successful outcomes
- Coordinate open enrollment activities, employee education, and benefit administration to support a positive client and employee experience
- Partner with Producers, Benefit Consultants, carriers, and internal team members to deliver customized benefit solutions and seamless service
- Review client documents, proposals, contracts, and benefit materials for accuracy and completeness
- Prepare renewal analyses, contribution modeling, benchmarking, and claims reporting for self-funded and fully insured clients as needed
- Coordinate carrier submissions, RFP processes, and internal workflows to ensure timely completion of deliverables and policy implementation
- Identify opportunities to support account growth, cross-sell additional services, and strengthen client relationships
- Maintain accurate documentation, client records, and policy history within agency management and CRM systems
- Respond to client inquiries related to benefits, billing, claims, eligibility, and policy administration in a timely and professional manner
- Collaborate with internal teams to support operational efficiency, workflow management, and client retention efforts
- Stay informed on employee benefits trends, compliance requirements, carrier updates, and industry best practices through ongoing professional development
Skills
- Strong organizational skills with the ability to manage multiple priorities, timelines, and client deliverables in a fast-paced environment
- Excellent written and verbal communication skills with strong interpersonal and relationship-building abilities
- Ability to work independently while collaborating effectively across internal teams and external partners
- Professional, client-focused mindset with strong attention to detail and commitment to service excellence
- 3+ years of experience in employee benefits account management, consulting, or a related client service role preferred
- Life & Health insurance license preferred or ability to obtain within 30 days of hire
- Understanding of self-funding and captive models, or similar experience in alternative funding methods, also, PEO knowledge would be a plus
- Proficiency with Microsoft Office Suite, including Outlook, Word, PowerPoint, and Excel, along with agency management and CRM systems (e.g., Zywave) preferred
- Bachelor's degree or equivalent professional experience in business, insurance, or a related field preferred
Benefits
- Medical, Dental, and Vision Benefits
- Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
- Company paid Short-Term Disability, Long-Term Disability and Group Term Life
- Company paid Employee Assistance Program
- Paid Parental Leave
- Paid holidays
- Personalized PTO
- 401 (k)
Company Overview