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Patriot Growth Insurance Services, LLC · 3 weeks ago

Director of Employee Benefits Account Management (Hybrid)

Fort Washington, PA

Full-time

Hybrid

Senior Level, Lead/Staff

$155K/yr - $165K/yr

10+ years exp

Patriot Growth Insurance Services is a rapidly growing national insurance services firm that partners with various agencies across the United States. They are seeking an experienced Director of Employee Benefits Account Management to lead their benefits consulting team, oversee the Employee Benefits Account Management book of business, and ensure client satisfaction across all market segments.

Employee BenefitsInsuranceProperty Insurance

Responsibilities

Lead and mentor the benefits consulting and account management team across large group, self-funded, and small group segments, fostering collaboration, professional growth, and high performance

Maintain overall ownership and accountability for the entire Employee Benefits Account Management book of business, ensuring consistent service standards, scalability, and client satisfaction across all client sizes

Serve as the visible leader and primary point of contact for key and complex client relationships, representing the Account Management function during renewals and new business opportunities

Partner closely with Producers to manage renewal timelines and ensure timely, accurate execution of benefit programs across both large and small group clients

Oversee day-to-day account management activities across all client segments, including renewals, carrier negotiations, benefit plan enhancements, and administration

Provide hands-on leadership for large and self-funded accounts, leveraging deep expertise in self-insured plans, while ensuring appropriate delegation and support for small group accounts

Ensure smooth implementation of new carrier programs and plan changes with minimal client disruption across the full book of business

Deliver consultative presentations via phone, webinar, and in-person meetings, as needed for strategic accounts and leadership-level client engagements

Collaborate with sales teams to identify and pursue cross-selling opportunities that enhance the overall client benefit offering across all market segments

Qualification

Employee Benefits ManagementLife & Health Insurance LicenseLeadership ExperienceClient Relationship ManagementMicrosoft Office SuiteCross-Selling OpportunitiesCommunication SkillsTeam Mentoring

Required

10+ years of experience managing self-funded, large group employee benefits accounts

2–4 years of leadership experience within an independent insurance or benefits agency, including formal or informal leadership through coaching, mentoring, training, team oversight, or serving as a go-to subject matter resource

Active Life & Health insurance license required

Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)

Strong interpersonal and written communication skills

Ability to build and maintain relationships with clients, carriers, and internal stakeholders

Occasional travel required for client meetings and open enrollment sessions