Patriot Growth Insurance Services · 3 days ago
Employee Benefits Account Manager (Hybrid)
Melville, NY
Full-time
Hybrid
Mid, Senior Level
$85K/yr - $90K/yr
4+ years expPatriot Growth Insurance Services is a growth-focused national insurance services firm. They are seeking an experienced Employee Benefits Account Manager to ensure exceptional service delivery to clients and manage their accounts effectively.
Auto InsuranceConsultingHealth CareHealth InsuranceInsuranceLife Insurance
No H1B
Responsibilities
Partner with clients to help identify their business’ long-term employee benefits goals and develop a strategic plan to achieve them
Strategically plan, execute, and drive benefits plan renewal timelines with the Producers to ensure minimal hold ups
Assist with day-to-date client needs timely as well
Perform annual renewal negotiations with the carriers, renewal plan selection and other renewal functions as needed
Present clients with options to enhance their benefits package, including voluntary benefits, and cross-selling opportunities to enhance their package via renewal
Ensure that the implementation and transition processes for all carrier changes are handled smoothly with minimal disruption and communicate any major issues/changes
Responsible for the renewal checklist and meets with the Producers to discuss the renewal timeline
Conduct employer presentations (phone/webinar/in-person) in a consultative, logical, professional, and informative manner
Assess clients understanding and attitude during meetings and presentations, encouraging feedback, and adjusting accordingly
Assess the nature of a problem quickly, understands thoroughly the expectations of the client, consistently meets those expectations through viable solutions in a timely manner
Proactively respond when a potential problem is discovered and assist the client with any escalated employee benefit issues
Enter notes in CRM system after all meetings, contacts, etc. to ensures follow up issues are handled timely and communicated to client
Keep team informed and communicates thoroughly and clearly with all team members concerning client issues, renewals, and proactive work
Positively influence the team members and mediate concerns, offer encouragement and praise, promote engagement, and build good working relationships
Qualification
Required
4-6 years of Account Management experience with self-funded, large groups
Occasional travel required to conduct in-person client open enrollment meetings
NY Life & Health license
Excellent interpersonal and communication skills (both oral and written)
Proficient with use of Microsoft Office Suite and products
A passion for being part of a team that drives our company to industry leadership
Ability to establish and maintain effective working relationships with both peers and clients
Authorized to work in the U.S. without sponsorship
Preferred
Employee Navigator experience preferred
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
In partnership with a multitude of insurance companies, we are qualified and committed to producing a tailored insurance protection program to meet your needs.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase