Employee Benefits Account Manager (Remote)

Patriot Growth Insurance Services and Partner Agencies•Hudson, NY

9d•Remote

About The Position

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, supporting renewals, coordinating benefit administration, and delivering exceptional service throughout the client lifecycle. The ideal candidate is highly organized, relationship-driven, and experienced in navigating a fast-paced environment while partnering with internal teams, carriers, and clients to deliver effective benefits solutions. This position plays a key role in supporting client retention, operational efficiency, and overall client satisfaction. This is a full-time remote position that supports our New York offices. Preference for candidates residing in the Northeast Region.

Requirements

3+ years of experience in employee benefits account management, consulting, or a related client service role preferred.
Life & Health insurance license preferred or ability to obtain within 30 days of hire.
Understanding of self-funding and captive models, or similar experience in alternative funding methods, also, PEO knowledge would be a plus.
Proficiency with Microsoft Office Suite, including Outlook, Word, PowerPoint, and Excel, along with agency management and CRM systems (e.g., Zywave) preferred.
Bachelor�s degree or equivalent professional experience in business, insurance, or a related field preferred.
Strong organizational skills with the ability to manage multiple priorities, timelines, and client deliverables in a fast-paced environment.
Excellent written and verbal communication skills with strong interpersonal and relationship-building abilities.
Ability to work independently while collaborating effectively across internal teams and external partners.
Professional, client-focused mindset with strong attention to detail and commitment to service excellence.

Nice To Haves

Preference for candidates residing in the Northeast Region.

Responsibilities

Serve as the primary point of contact for assigned employee benefits clients, delivering responsive, consultative service while building and maintaining strong client relationships.
Lead and support employee benefits renewals, including gathering census data, preparing renewal analyses, coordinating carrier quotes, and managing timelines to ensure successful outcomes.
Coordinate open enrollment activities, employee education, and benefit administration to support a positive client and employee experience.
Partner with Producers, Benefit Consultants, carriers, and internal team members to deliver customized benefit solutions and seamless service.
Review client documents, proposals, contracts, and benefit materials for accuracy and completeness.
Prepare renewal analyses, contribution modeling, benchmarking, and claims reporting for self-funded and fully insured clients as needed.
Coordinate carrier submissions, RFP processes, and internal workflows to ensure timely completion of deliverables and policy implementation.
Identify opportunities to support account growth, cross-sell additional services, and strengthen client relationships.
Maintain accurate documentation, client records, and policy history within agency management and CRM systems.
Respond to client inquiries related to benefits, billing, claims, eligibility, and policy administration in a timely and professional manner.
Collaborate with internal teams to support operational efficiency, workflow management, and client retention efforts.
Stay informed on employee benefits trends, compliance requirements, carrier updates, and industry best practices through ongoing professional development.