Benefits Account Manager @ Patriot Growth Insurance Services, LLC | Jobright.ai
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Benefits Account Manager jobs in United States
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Patriot Growth Insurance Services, LLC · 2 days ago

Benefits Account Manager

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Employee BenefitsInsurance
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Responsibilities

Develop insurance carrier renewal strategies tailored to client needs and objectives.
Create and analyze comprehensive renewal spreadsheets, ensuring accuracy.
Prepare and distribute renewal documents and marketing materials for open enrollment meetings.
Maintain up-to-date, accurate client records and renewal notes in internal systems.
Conduct educational sessions, benefit surveys, and quarterly claims reviews for clients.
Assist clients in resolving claims issues, handling appeals and completing prior authorizations.
Respond to employee inquiries regarding benefits, coverage, and eligibility.
Process employee enrollments, terminations, and changes with carriers and vendors.
Develop tailored materials to communicate benefits information effectively to client employees.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Life & Health licenseEmployee Benefits InsuranceClient Relationship ManagementMicrosoft Office SuiteProject Management

Required

Active Virginia Life & Health insurance license
2 or more years of experience in a customer support or account management position within the Employee Benefits Insurance industry
High School Diploma/GED
Possess an understanding of employee benefits programs, including knowledge of various benefit types, compliance with relevant regulations, and awareness of emerging trends and best practices
Excellent interpersonal and communication skills (both oral and written)
Proficient with use of Microsoft Office Suite and products
Experience in building and maintaining strong client relationships, understanding clients’ unique needs, and providing customized insurance solutions
Detailed-oriented and organized with excellent project management abilities
Authorized to work in the U.S. without sponsorship

Preferred

Associate or Bachelor’s Degree in Business Administration or a 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· undefined
2021-02-23Debt Financing· undefined

Leadership Team

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John Galaviz
Chief Financial Officer
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Ian Larson
SVP & Chief Corporate Counsel
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Company data provided by crunchbase
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