Patriot Growth Insurance Services, LLC · 3 weeks ago
Benefits Associate Account Manager (Hybrid)
Fairfax, VA
Full-time
Hybrid
New Grad, Entry LevelPatriot Growth Insurance Services is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. The Benefits Associate Account Manager supports the daily operations of the Benefits Account Management team by handling administrative tasks, assisting with client service activities, and maintaining accurate data and documentation.
Employee BenefitsInsuranceProperty Insurance
Responsibilities
Support Account Managers by preparing preliminary renewal materials, drafting proposal comparisons, and assisting with the development of benefits guides for client review
Collect, organize, and maintain client data, employee census information, and carrier documents
Maintain and document accurate client information in internal platforms such as BKB, Excel, and the CRM systems to support renewals, client files, policy updates, and new business activity
Assist with managing open enrollment logistics including scheduling meetings, preparing printed and digital materials, and coordinating the distribution of communications
Process new business paperwork for assigned client groups and update BKB with relevant information
Submit BOR letters, gather policy details for new clients, and support Account Managers with carrier-related follow-up
Assist in creating renewal spreadsheet analyses by compiling data and preparing initial drafts for Account Manager review
Communicate with insurance carriers to request policy information, confirm benefit details, or obtain documentation as directed by the Account Managers
Respond to client and employee inquiries in a professional and timely manner, escalating complex questions to senior team members when needed
Support post-renewal activities by updating carrier rosters, internal systems, and tracking tools
Prepare and distribute internal and client-facing materials, including renewal summaries, presentation documents, and enrollment forms
Participate in client meetings and call to observe discussions and provide administrative support
Maintain accurate records and support ongoing process improvements across the Account Management team
Provide backup support to other team members during high-volume periods of absences to maintain consistent client service
Qualification
Required
High School Diploma/GED (Required)
Virginia Life and Health Insurance License (Can be obtained within 6 months of hire)
Continued curiosity for learning the insurance industry, compliance requirements and researching emerging trends and best practices
Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience
Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively
Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions
Excellent communication skills, both written and verbal, to convey information clearly and transparently
Ability to collaborate effectively with in a team environment, sharing insights and contributing to collective success
Familiarity and proficiency in using relevant software applications, including Customer Relationship Management (CRM) systems, Microsoft Office Suite, and other tools used for client management and communication
Commitment to staying updated on industry trends, regulations, and best practices
Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information
Preferred
Associate or Bachelor's Degree in Business Administration, Risk Management, Human Resources, or a related field
Background knowledge of or previous exposure to insurance, employee benefits, or human resources functions
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) with employer match
Company
Patriot Growth Insurance Services, LLC
Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions.
Founded in 2016
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$500MKey Investors
Golub CapitalAntares CapitalSummit Partners
2023-11-28Debt Financing· $500M
2022-08-09Debt Financing
2021-02-23Debt Financing
Leadership Team
J
Jeff Wood
SVP, Premier Client Practice Leader
Ian Larson
President, Individual Health
Recent News
2026-01-07
2025-12-16
Company data provided by crunchbase