Benefits Associate Account Manager (Hybrid)

About BBG, A Division of Patriot Growth Insurance Services: For nearly 30 years, Business Benefits Group has remained a recognized leader in employee benefits, HR consulting, and business insurance. We have supported thousands of businesses across many industries to help to meet their goals and achieve more as a business. We remain a benefits-centric agency, bringing the tools, resources, and solutions that employers should expect to address new challenges with rising health care costs, regulatory issues, and advancements in technology. Our team of trusted advisors help to lead our clients through these challenges, and more – while also setting a high bar for our industry as a thought leader within the industry.

Position Overview: The Benefits Associate Account Manager supports the daily operations of the Benefits Account Management team by handling administrative tasks, assisting with client service activities, and maintaining accurate data and documentation. This position provides early-career exposure to employee benefits, renewal processes, benefit plan structures, carrier procedures, and internal workflows. The Benefits Associate Account Manager contributes to effective client service by supporting Account Managers throughout the renewal cycle, open enrollment periods, and general account maintenance.

Work Arrangement: This is a full-time, hybrid position reporting to our office located in Fairfax, VA.

Professional Responsibilities:

• Support Account Managers by preparing preliminary renewal materials, drafting proposal comparisons, and assisting with the development of benefits guides for client review.
• Collect, organize, and maintain client data, employee census information, and carrier documents.
• Maintain and document accurate client information in internal platforms such as BKB, Excel, and the CRM systems to support renewals, client files, policy updates, and new business activity.
• Assist with managing open enrollment logistics including scheduling meetings, preparing printed and digital materials, and coordinating the distribution of communications.
• Process new business paperwork for assigned client groups and update BKB with relevant information.
• Submit BOR letters, gather policy details for new clients, and support Account Managers with carrier-related follow-up.
• Assist in creating renewal spreadsheet analyses by compiling data and preparing initial drafts for Account Manager review.
• Communicate with insurance carriers to request policy information, confirm benefit details, or obtain documentation as directed by the Account Managers.
• Respond to client and employee inquiries in a professional and timely manner, escalating complex questions to senior team members when needed.
• Support post-renewal activities by updating carrier rosters, internal systems, and tracking tools.
• Prepare and distribute internal and client-facing materials, including renewal summaries, presentation documents, and enrollment forms.
• Participate in client meetings and call to observe discussions and provide administrative support.
• Maintain accurate records and support ongoing process improvements across the Account Management team.
• Provide backup support to other team members during high-volume p