Employee Benefits Account Manager (Hybrid)

Patriot Growth Insurance Services and Partner Agencies•Buffalo, NY

1d•Hybrid

About The Position

The Employee Benefits Account Manager executes projects that provide a world-class client experience. This includes marketing and proposal presentations, onboarding, employee communication initiatives, compliance, technology, and a broad range of benefits administrative projects. Candidate should be highly organized, able to self-manage projects, and work closely with colleagues to collaborate on solutions for new clients. This is a full-time hybrid position reporting to our office in Buffalo, NY.

Requirements

Bachelor’s Degree and 3-5 years of benefit account management experience.
Identifies problems and reviews related information to develop and evaluate options and implement solutions.
Computer proficiency with all Microsoft Office products, especially PowerPoint and Excel – should be able to learn quickly on HRIS systems and be willing to creatively engage with customer facing and internal technologies.
Knowledgeable in COBRA, FSA, HSA and other compliance issues impacting clients.
Demonstrates a high level of professional verbal and written communication skills.
Client-focused attitude.
Authorized to work in the U.S. without sponsorship.

Responsibilities

Proactively assesses, clarifies, and validates client/prospect needs on an ongoing basis.
Responsible for client activities including marketing, spreadsheeting, client presentations, open enrollments, and benefits technology platform implementations.
Maintains high client satisfaction standards.
Actively engages with colleagues to continuously strive to improve processes, create efficiencies and reduce costs.
Cooperatively takes on other duties, roles and responsibilities as assigned.
Will assist the new business team with marketing, spreadsheeting, and open enrollment presentations for prospects as needed.