Associate Account Manager (Hybrid)

About Campbell Petrie, A Division of Patriot Growth Insurance Services: Campbell Petrie is a provider of employee benefits program services located in Woodbridge, New Jersey. Our company offers insurance, executive, voluntary benefits and alternative funding services along with productivity tools such as business administration, onboarding, performance review builder, salary benchmarking, job description builder and law comparison tools, enabling business owners and executives to get access to products that balance features and budget.

Position Overview: Are you passionate about client relationships and committed to delivering exceptional service? We are seeking a motivated Associate Account Manager to join our dynamic team. As an Associate Account Manager, you will play a pivotal role in supporting our client accounts, ensuring their needs are met and expectations exceeded.

Work Arrangement: This is a hybrid position based out of our Woodbridge, NJ office.

Professional Responsibilities:

• Assist in managing a portfolio of client accounts by responding to service requests, processing routine changes, and addressing client questions in a timely, professional manner.
• Work closely with Account Managers and internal teams to understand client objectives and deliver effective, compliant benefits solutions.
• Maintain accurate and up-to-date client files, renewal calendars, and internal tracking documents in agency management systems.
• Assist in preparing benefit summaries, renewal presentations, marketing materials, and carrier comparisons for client meetings.
• Support the coordination of open enrollment activities, including gathering employee census data, tracking deadlines, and ensuring all materials are delivered.
• Communicate with insurance carriers and vendors to obtain quotes, resolve issues, and follow up on outstanding items.
• Assist in resolving billing issues, claim disputes, and service escalations by researching solutions and coordinating responses with carriers and clients.
• Identify potential cross-sell and upsell opportunities and bring them to the attention of the Account Manager.
• Stay informed about industry trends, carrier updates, and client needs; participate in training opportunities and team meetings.

Qualifications and Requirements:

• Bachelor’s degree or equivalent experience (internships or prior client service work preferred).
• Strong attention to detail, organization, and follow-through.
• Excellent written and verbal communication skills.
• Comfort working with Microsoft Office (Excel, Word, PowerPoint); experience with AgencyWare or benefits platforms a plus.
• A collaborative attitude and willingness to learn in a fast-paced, client-focused environment.
• 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.

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is