Employee Benefits Account Manager

🕒 Julho 28

🗽 New York – Remoto

🗽 New York – Remote

💵 $80.000 - $100.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💰 Gerente de Contas

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Patriot Growth Insurance Services, LLC

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 2019

🛡️ Seguros

💸 Finanças

🤝 B2B

💰 Debt Financing em 2022-08

Insurance • Finance • B2B

Patriot Growth Insurance Services, LLC é um provedor líder de soluções de gestão de riscos e seguros, focado em promover o crescimento dos negócios e proteger metas pessoais. Com um compromisso em oferecer um serviço incomparável, eles capacitam corretores locais a oferecer opções de seguro abrangentes, adaptadas para atender às diversas necessidades de empresas e indivíduos. Ao aproveitar uma vasta rede de parceiros nacionais, eles se especializam em property & casualty e benefícios para funcionários, garantindo que seus clientes recebam a proteção e o suporte necessários para perseguir seus objetivos com confiança.

Descrição

• 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.

🎯 Requisitos

• 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. • Bachelors degree or equivalent professional experience in business, insurance, or a related field preferred. • 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.

🏖️ Benefícios

• 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)