Employee Benefits Account Manager

Patriot Growth Insurance Services
Any Location, NY
Category Insurance
Remote
Job Description
Role Overview

We are seeking an experienced and client-focused Employee Benefits Account Manager to join our team. This role is responsible for managing a portfolio of employee benefits clients, supporting renewals, coordinating benefit administration, and delivering exceptional service throughout the client lifecycle. The ideal candidate is highly organized, relationship-driven, and experienced in navigating a fast-paced environment while partnering with internal teams, carriers, and clients to deliver effective benefits solutions.

What You Will Do

Serve as the primary point of contact for assigned employee benefits clients, delivering responsive, consultative service while building and maintaining strong client relationships. Lead and support employee benefits renewals, including gathering census data, preparing renewal analyses, coordinating carrier quotes, and managing timelines to ensure successful outcomes.

Why It Might Be a Fit

This position plays a key role in supporting client retention, operational efficiency, and overall client satisfaction. The ideal candidate is highly organized, relationship-driven, and experienced in navigating a fast-paced environment while partnering with internal teams, carriers, and clients to deliver effective benefits solutions.

Requirements

  • 3+ years of experience in employee benefits account management, consulting, or a related client service role
  • Life & Health insurance license preferred or ability to obtain within 30 days of hire
  • Understanding of self-funding and captive models, or similar experience in alternative funding methods
  • Proficiency with Microsoft Office Suite, including Outlook, Word, PowerPoint, and Excel, along with agency management and CRM systems (e.g., Zywave)
  • Bachelor’s degree or equivalent professional experience in business, insurance, 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)
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