Employee Benefits Account Manager

🕒 5 days ago

🗽 New York – Remote

🗽 New York – Remote

💵 $80k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Patriot Growth Insurance Services, LLC

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2019

🛡️ Insurance

💸 Finance

🤝 B2B

💰 Debt Financing on 2022-08

Insurance • Finance • B2B

Patriot Growth Insurance Services, LLC is a leading provider of risk management and insurance solutions that focuses on promoting business growth and safeguarding personal goals. With a commitment to delivering unparalleled service, they empower local brokers to offer comprehensive insurance options tailored to meet the diverse needs of businesses and individuals. By leveraging an expansive network of national carrier partners, they specialize in property & casualty and employee benefits, ensuring their clients receive the protection and support necessary to confidently pursue their goals.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ 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)