Benefits Account Manager

Patriot Growth Insurance Services, LLC•Fairfax, VA

3h•$50,000 - $60,000•Onsite

About The Position

As a Benefits Account Manager, you'll play a central role in helping clients design, manage, and optimize their employee benefits programs. Serving as a trusted advisor throughout the year, you'll lead renewal strategy, coordinate open enrollment activities, support ongoing benefits administration, and provide consultative guidance that helps clients achieve their organizational goals. In this role, you'll manage a book of employee benefits clients while partnering with carriers, vendors, and internal team members to deliver a seamless service experience. Your expertise, responsiveness, and attention to detail will help strengthen client relationships, support retention efforts, and ensure accurate, timely account management throughout the policy lifecycle. This is a full-time position reporting to our office located in Fairfax, VA, with the possibility of hybrid or remote work arrangements.

Requirements

Active Virginia Life & Health insurance license.
2+ years of experience in employee benefits, account management, or client service within the insurance industry.
High school diploma or GED.
Strong knowledge of employee benefits programs, plan designs, enrollment processes, and compliance considerations.
Proven ability to build and maintain strong client relationships while delivering exceptional service.
Excellent written and verbal communication skills.
Strong organizational, project management, and time management skills.
Strong analytical, critical-thinking, and problem-solving abilities.
Proficiency with Microsoft Office Suite, CRM systems, and benefits or agency management platforms.
Attention to detail and accuracy in documentation, data management, and account servicing.
Ability to collaborate effectively with clients, carriers, vendors, and internal team members.
Commitment to maintaining confidentiality and adhering to professional and ethical standards.

Nice To Haves

Associate's or Bachelor's degree in Business Administration or a related field.
Experience creating employee-facing benefit communication materials and enrollment resources.
Experience conducting claims reviews and identifying plan performance trends and cost drivers.
Knowledge of carrier marketing strategies and renewal planning processes.
Experience supporting employee education initiatives and benefit engagement programs.

Responsibilities

Build trusted relationships by serving as the primary point of contact for assigned employee benefits clients.
Lead annual renewal and open enrollment activities, including carrier marketing, renewal analysis, employee communication, and implementation planning.
Develop and present benefit recommendations that align with client objectives, budgets, and workforce needs.
Coordinate with carriers, vendors, producers, and internal stakeholders to resolve claims, enrollment, eligibility, billing, and policy-related issues.
Analyze claims data and plan performance trends to identify opportunities for improvement and cost management.
Maintain accurate account records, policy documentation, and client activity while ensuring high-quality service delivery.

Benefits

Multiple medical plan options, with preventive care covered at 100%
Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge
Employer-paid short-term and long-term disability coverage
Paid parental leave
Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
Competitive 401(k) company match
Comprehensive dental and vision coverage
Employee Assistance Program with confidential mental health, legal, financial, and work-life support
medical, dental, and vision insurance
a 401(k) with company match
personalized time off and company paid holidays