Employee Benefits Account Manager (Hybrid)

Patriot Growth Insurance Services and Partner Agencies • Cheshire, CT

6d • Hybrid

About The Position

Patriot Growth Insurance Services (Patriot) is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot�s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth. We are seeking an experienced Employee Benefits Account Manager to join our team. This role manages a portfolio of client accounts, ensuring seamless renewals, accurate benefit administration, and proactive support. The ideal candidate is organized, client-focused, and able to identify opportunities for growth and cross-selling within existing accounts.

Requirements

• 3+ years in employee benefits account management, consulting, or related client services role; preferred.
• Life & Health insurance license preferred, or ability to obtain within 30 days of hire.
• Proficient in Microsoft Office Suite (Outlook, Word, PowerPoint, Excel) and agency/CRM systems (e.g., Zywave).
• Bachelor�s degree or equivalent experience in business, insurance, or related field preferred.
• Strong ability to multitask, prioritize, and manage workflow independently.
• Excellent interpersonal and written/verbal communication skills.
• Maintains professional demeanor and appearance appropriate for client interactions.
• Self-motivated and works effectively in a fast-paced environment.

Responsibilities

• Serve as the primary contact for assigned clients, providing consultative support and nurturing long-term relationships.
• Lead open enrollment strategy and execution, including employee presentations, client education, and ongoing policy administration.
• Partner with Producers, Benefit Consultants, and internal teams to deliver optimal solutions and service.
• Review client documents, contracts, and proposals for accuracy and conformity.
• Prepare renewal analyses, contribution modeling, benchmarking, and periodic claims reporting for self-funded clients.
• Identify opportunities for cross-sell or new business within existing accounts.
• Coordinate internal workflows, manage RFP processes, and ensure timely completion of submissions to carriers.
• Stay current on industry trends, attend training programs, and contribute to team knowledge.

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)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree