Employee Benefits Account Manager (Hybrid)

Patriot Growth Insurance Services and Partner Agencies • Buffalo, NY

2d • Hybrid

About The Position

Sheridan Benefits is a dynamic, full-service independent insurance agency, established in 2005 and based in vibrant Buffalo, NY. We specialize in providing comprehensive Benefit consulting, integrated Payroll, HR, Compliance services, and cutting-edge technology solutions to a diverse clientele—from small family-owned businesses to large national corporations. Our dedicated team also assists individuals with health insurance and Medicare needs. At Sheridan Benefits, we prioritize customer satisfaction and retention, and our commitment to excellence is reflected in everything we do. As a proud partner agency of Patriot Growth Insurance Services, we offer exciting opportunities for professional growth and collaboration in the dynamic insurance industry. We are seeking an experienced and client-focused Employee Benefits Account Manager to join our team. This role is responsible for managing client benefit programs, coordinating renewals and open enrollment activities, supporting benefits technology implementations, and delivering a high-quality client experience. The ideal candidate is highly organized, collaborative, and experienced in managing multiple projects while supporting clients through complex benefits-related needs. This position plays a key role in supporting client retention, operational efficiency, and overall service excellence.

Requirements

• Bachelor’s degree required.
• 3–5 years of employee benefits account management or related client service experience required.
• Strong knowledge of employee benefits programs, including COBRA, FSA, HSA, and related compliance considerations.
• Proficiency with Microsoft Office Suite, particularly Excel and PowerPoint, with the ability to quickly learn HRIS systems and benefits technology platforms.
• Strong analytical and problem-solving skills with the ability to evaluate information, identify issues, and implement effective solutions.
• Excellent verbal and written communication skills with a high level of professionalism.
• Strong organizational skills with the ability to manage multiple projects, deadlines, and competing priorities in a fast-paced environment.
• Client-focused mindset with a commitment to delivering exceptional service and building long-term relationships.
• Collaborative, self-motivated, and able to work independently while contributing to a team-oriented environment.
• Authorized to work in the U.S. without sponsorship.

Responsibilities

• Serve as a primary point of contact for employee benefits clients, proactively assessing needs and delivering responsive, high-quality service.
• Coordinate and manage benefit renewal activities, including marketing, carrier negotiations, spreadsheet analysis, proposal preparation, and client presentations.
• Support onboarding activities and employee communication initiatives, including open enrollment meetings, benefits education, and implementation support.
• Manage benefits technology platform implementations and collaborate with internal and external partners to support successful execution and adoption.
• Maintain strong client satisfaction by providing consultative support, resolving issues, and ensuring timely follow-up on client requests.
• Assist with new business opportunities by supporting marketing efforts, spreadsheeting, proposal development, and open enrollment presentations for prospective clients.
• Collaborate with internal teams to identify process improvements, increase operational efficiencies, and support cost-saving initiatives.
• Prepare and maintain client-facing materials, reports, spreadsheets, and presentations to support ongoing account management and client communication.
• Maintain knowledge of compliance-related topics, including COBRA, FSA, HSA, and other employee benefits regulations impacting clients.
• Partner with colleagues to support day-to-day service operations and contribute to team success through collaboration and shared accountability.
• Stay informed on industry trends, carrier updates, compliance requirements, and best practices through ongoing professional development.

Benefits

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA)
• 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level