Employee Benefits Account Manager (Hybrid) jobs in United States
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Patriot Growth Insurance Services, LLC · 13 hours ago

Employee Benefits Account Manager (Hybrid)

Patriot Growth Insurance Services is a growth-focused national insurance services firm founded in 2019, currently ranked as the 25th largest broker in the U.S. They are seeking an experienced Employee Benefits Account Manager to manage a portfolio of client accounts, ensuring seamless renewals, accurate benefit administration, and proactive support.

Employee BenefitsInsuranceProperty Insurance

Responsibilities

Serve as the primary contact for assigned clients, providing consultative support and nurturing long-term relationships
Lead open enrollment strategy and execution, including employee presentations, client education, and ongoing policy administration
Partner with Producers, Benefit Consultants, and internal teams to deliver optimal solutions and service
Review client documents, contracts, and proposals for accuracy and conformity
Prepare renewal analyses, contribution modeling, benchmarking, and periodic claims reporting for self-funded clients
Identify opportunities for cross-sell or new business within existing accounts
Coordinate internal workflows, manage RFP processes, and ensure timely completion of submissions to carriers
Stay current on industry trends, attend training programs, and contribute to team knowledge

Qualification

Employee benefits managementLife & Health insurance licenseClient relationship managementMicrosoft Office SuiteAgency/CRM systemsMultitaskingInterpersonal skillsWritten/verbal communicationSelf-motivated

Required

Proficient in Microsoft Office Suite (Outlook, Word, PowerPoint, Excel) and agency/CRM systems (e.g., Zywave)
Strong ability to multitask, prioritize, and manage workflow independently
Excellent interpersonal and written/verbal communication skills
Maintains professional demeanor and appearance appropriate for client interactions
Self-motivated and works effectively in a fast-paced environment

Preferred

3+ years in employee benefits account management, consulting, or related client services role
Life & Health insurance license preferred, or ability to obtain within 30 days of hire
Bachelor's degree or equivalent experience in business, insurance, or related field

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)

Company

Patriot Growth Insurance Services, LLC

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Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions.

Funding

Current Stage
Late Stage
Total Funding
$500M
Key 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
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Ian Larson
President, Individual Health
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Company data provided by crunchbase