Benefits Account Manager

Patriot Growth Insurance Services, LLC•Fairfax, VA

10d•$50,000 - $67,000•Hybrid

About The Position

The Benefits Account Manager helps BBG clients navigate employee benefit plan decisions, annual renewals, and open enrollment. The role builds strong client relationships, understands organizational benefit goals, and provides responsive guidance to support client retention and help employees understand their benefit options. The position coordinates renewal planning and execution, carrier strategies, enrollment materials, and post-renewal follow-up. It works directly with clients, employees, and insurance carriers to explain and evaluate plan options, resolve questions and service concerns, and keep benefit programs aligned with client and employee needs. The role also maintains accurate account and coverage records, processes new business paperwork, supports compliance-related updates, conducts educational sessions and claims reviews, and identifies opportunities to improve processes and the client experience. The role is based in Fairfax, Virginia, with a hybrid workplace arrangement. It is full-time and offers a posted salary range of $50,000 to $67,000 USD.

Requirements

At least 2 years of experience in customer support or account management within the Employee Benefits Insurance industry.
High school diploma or GED.
Virginia Life and Health Insurance License.
Understanding of employee benefits programs, benefit types, applicable regulations, emerging trends, and industry best practices.
Experience building client relationships, understanding individual needs, and providing tailored insurance solutions.
Strong written and verbal communication skills.
Strong organizational and project management skills, with close attention to detail.
Critical thinking and problem-solving skills to evaluate complex situations and develop practical client solutions.
Ability to identify process improvements and implement more efficient workflows.
Proficiency with CRM systems, Microsoft Office Suite, and other client management and communication tools.
Commitment to ethical conduct, confidentiality, and staying current on industry trends, regulations, and best practices.

Nice To Haves

Associate or bachelor's degree in Business Administration or a related field.

Responsibilities

Build and maintain strong client relationships and understand each organization's benefit goals and objectives.
Explain the advantages and disadvantages of insurance plan options to help clients make informed decisions.
Guide clients through annual renewals, including pre-renewal workflows, carrier strategy, open enrollment, and post-renewal adjustments.
Develop and execute carrier renewal strategies aligned with client needs and objectives.
Prepare accurate renewal spreadsheet analyses comparing available options.
Create and distribute benefits guides, renewal documents, enrollment meeting kits, and customized employee communications.
Support marketing of client benefit programs and coordinate materials for open enrollment meetings.
Respond to client questions by phone and email, providing guidance throughout the renewal process.
Communicate with insurance carriers about renewals, policy confirmations, and service concerns.
Maintain accurate renewal notes and account information in BKB, Excel files, client folders, and other internal systems.
Process new business paperwork for groups establishing benefits coverage and for new lines of coverage added outside renewal, updating BKB accordingly.
Complete required forms and technology updates to support accuracy and compliance throughout the renewal process.
Review current policies and member coverage to help ensure requested coverage is accurately reflected.
Coordinate with clients and carriers to resolve concerns and keep account activities moving.
Organize and conduct educational sessions to help clients understand benefits and wellness programs.
Administer benefit surveys and use feedback to support benefit plans that address client and employee needs.
Conduct quarterly claims reviews to identify trends and potential cost savings.
Respond professionally to employee questions about benefit plans, coverage, and eligibility.
Identify opportunities to improve processes, streamline workflows, and strengthen the client experience.

Benefits

Multiple medical plan options, with preventive care covered at 100%.
Free virtual medical and mental healthcare for employees and their families.
Dedicated healthcare concierge to help navigate benefits, compare prescription costs, and make personalized care decisions.
Employer-paid short-term and long-term disability coverage.
Paid parental leave.
Personalized PTO 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.
Company-paid holidays.
Comprehensive health and welfare program extending to family and domestic partners.