Employee Benefits Account Manager (Hybrid)

About Patriot Growth Insurance Services: Founded in 2019, Patriot Growth Insurance Services (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 currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 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.

Position 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, leading renewal and open enrollment activities, coordinating benefit administration, and delivering exceptional consultative service. The ideal candidate is highly organized, relationship-driven, and experienced in managing multiple priorities while identifying opportunities to strengthen client relationships and support agency growth. This position plays a key role in supporting client retention, operational efficiency, and overall service excellence.

Work Arrangement:
This is a full-time hybrid or in-office position reporting to our office located in Cheshire, CT.

Professional Responsibilities

• Serve as the primary point of contact for assigned employee benefits clients, providing consultative guidance and building long-term client relationships.
• Lead renewal and open enrollment activities, including employee presentations, client education, carrier coordination, and ongoing policy administration.
• Partner with Producers, Benefit Consultants, carriers, and internal team members to deliver customized employee benefits solutions and exceptional client service.
• Review client documents, contracts, proposals, and benefit materials for accuracy, completeness, and compliance.
• Prepare renewal analyses, contribution modeling, benchmarking reports, and periodic claims reporting for self-funded clients.
• Coordinate RFP processes, carrier submissions, and internal workflows to ensure timely completion of renewal and marketing activities.
• Identify opportunities for cross-selling, additional services, and new business within existing client relationships.
• Maintain accurate client records, benefit documentation, and account activity within agency management and CRM systems.
• Provide proactive support to clients by addressing questions, resolving issues, and ensuring a seamless service experience.
• Collaborate with internal teams to improve workflows, increase operational efficiencies, and support departmental initiatives.
• Stay informed on industry trends, carrier products, regulatory changes, and employee benefits best practices through ongoing professional development.

Qualifications & Requirements

• 3+ years of employee benefits account management, consulting