Employee Benefits Account Manager

🔥 13 hours 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

💸 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 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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