Employee Benefits Account Manager

🔥 30 minutes ago

🇺🇸 United States – Remote

💵 $55k - $70k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 0%

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Patriot Growth Insurance Services, LLC

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2019

🛡️ Insurance

🤝 B2B

💼 Consulting

💰 $500M Debt Financing on 2023-11

Insurance • B2B • Consulting

Patriot Growth Insurance Services, LLC is a national insurance brokerage and consultancy positioned as a top-25 U. S. insurance agency that combines boutique, high-touch local service with national scale and carrier access. The firm provides comprehensive, customized insurance solutions across Property & Casualty, Employee Benefits, Personal Insurance, Cyber Liability, and alternative risk programs (including captives and excess/umbrella liability). It serves multiple industries such as construction, aviation, marine, habitational/multi-family, non-profits, and affluent personal clients, and offers consulting services including cybersecurity program design, OSHA professional services, and claims support. Patriot emphasizes local teams, deep industry expertise, tailored risk strategies, and proactive client partnerships.

📋 Description

• Serve as the primary advisor and day-to-day contact for assigned employee benefits clients • Build long-term client relationships and deliver responsive support • Lead open enrollment planning and execution, including employee education, presentations, communications, and policy administration • Partner with Producers, Benefit Consultants, carriers, and internal service teams to deliver tailored benefit solutions • Analyze renewal options, develop contribution models, and conduct benchmarking • Coordinate RFP processes, carrier submissions, and internal workflows • Ensure deadlines and service commitments are met • Identify cross-selling and growth opportunities within existing client accounts • Strengthen client relationships and expand service offerings

🎯 Requirements

• Experience in employee benefits account management, consulting, or a related client service role • Strong knowledge of employee benefits administration, renewals, and carrier interactions • Ability to manage multiple client accounts and competing deadlines • Excellent written, verbal, and interpersonal communication skills • Proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint • Professional presence appropriate for client-facing interactions • Ability to work independently while contributing to a collaborative team environment • 3+ years of employee benefits account management, consulting, or related experience • Life & Health insurance license listed as a valuable addition • Experience with agency management or CRM platforms such as Zywave • Bachelor's degree in Business, Insurance, or a related field listed as a valuable addition • Demonstrated success identifying account growth and cross-selling opportunities

🏖️ Benefits

• Multiple medical plan options, with preventive care covered at 100% • Free virtual medical and mental healthcare for employees and their families • Dedicated healthcare concierge • Employer-paid short-term and long-term disability coverage • Paid parental leave • Personalized PTO without traditional accruals • Separate sick leave • Competitive 401(k) company match • Comprehensive dental and vision coverage • Employee Assistance Program with confidential mental health, legal, financial, and work-life support • Company paid holidays • Comprehensive health and welfare program extending to family and domestic partners

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