Benefits Account Manager

Patriot Growth Insurance Services and Partner Agencies • Fairfax, VA

3d • Hybrid

About The Position

We are seeking an experienced and client-focused Benefits Account Manager to manage the full lifecycle of employee benefits accounts. This role is responsible for leading renewals, coordinating open enrollment, supporting ongoing benefit administration, and providing strategic guidance to help clients meet their organizational goals. The ideal candidate is highly organized, relationship-driven, and committed to delivering a seamless client experience. This position plays a key role in supporting client retention, strengthening relationships, and ensuring accurate, timely service throughout the year.

Requirements

• 2+ years of experience in employee benefits, account management, or client service within the insurance industry.
• Active Virginia Life & Health insurance license required.
• High school diploma or GED required
• Strong understanding of employee benefits programs, plan designs, enrollment processes, and compliance considerations.
• Proven ability to build and maintain strong client relationships while delivering responsive, high-quality service.
• Excellent written and verbal communication skills with a consultative, client-focused approach.
• Strong organizational and project management skills with the ability to manage multiple priorities and deadlines.
• Strong analytical, critical-thinking, and problem-solving abilities.
• Proficiency with Microsoft Office Suite, CRM systems, and benefits or agency management platforms.
• High attention to detail and accuracy in documentation, data entry, 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 or Bachelor�s degree in Business Administration or a related field preferred.

Responsibilities

• Serve as the primary point of contact for assigned employee benefits clients, providing proactive, responsive, and consultative service.
• Build and maintain strong client relationships by understanding organizational objectives, benefit goals, and ongoing service needs.
• Lead annual renewal activities, including pre-renewal planning, carrier marketing, renewal analysis, and open enrollment execution.
• Develop and implement carrier renewal strategies that align with client needs, budget considerations, and benefit objectives.
• Prepare and present renewal analyses, spreadsheets, benefit comparisons, and supporting recommendations.
• Create and distribute enrollment materials, benefit guides, employee communications, and other client-facing resources.
• Manage post-renewal implementation activities, ensuring plan changes, enrollment updates, and carrier records are completed accurately and timely.
• Communicate with clients, carriers, vendors, and internal teams to resolve claims, billing, eligibility, enrollment, and policy-related issues.
• Maintain accurate client records, renewal documentation, policy information, and account activity within agency management and CRM systems.
• Process new business, policy changes, additional lines of coverage, and related account servicing requests.
• Conduct claims reviews and identify trends, cost drivers, and opportunities to improve plan performance.
• Assist clients and employees with claims issues, appeals, ID card requests, benefit inquiries, and carrier coordination.
• Support employee enrollment updates, eligibility changes, and ongoing benefit administration.
• Deliver client education sessions and support benefit communication strategies that improve employee understanding and engagement.
• Identify opportunities to improve workflows, strengthen service delivery, and enhance the overall client experience.

Benefits

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401(k) with employer match

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED