Employee Benefits Account Manager (Hybrid)

Patriot Growth Insurance Services and Partner Agencies • San Antonio, TX

3d • Hybrid

About The Position

Patriot Growth Insurance Services is seeking a client-focused and detail-oriented Employee Benefits Account Manager to support the delivery of exceptional service to employee benefits clients while managing renewals, quoting, enrollment, and ongoing account servicing activities. This role partners closely with Producers, carriers, vendors, and internal team members to provide a seamless client experience, coordinate benefit renewals, and support long-term client retention and satisfaction. The ideal candidate is highly organized, collaborative, and experienced in employee benefits insurance, with the ability to manage multiple priorities in a fast-paced environment while delivering responsive and professional client service.

Requirements

• 1-3 years of experience in account management, customer service, sales support, or employee benefits administration, preferably within the insurance industry.
• Active Life & Health Insurance License required.
• High school diploma/GED or Associate Degree in Business Administration, Human Resources, Risk Management, or a related field required.
• Comprehensive knowledge of employee benefits programs, including plan types, coverage structures, enrollment processes, and applicable regulations.
• Strong organizational skills with the ability to prioritize competing deadlines and manage multiple client accounts effectively.
• Excellent written and verbal communication skills with the ability to explain benefit programs and policy information clearly and professionally.
• Demonstrated ability to build and maintain strong client relationships while providing responsive, empathetic, and service-oriented support.
• Strong problem-solving skills with the ability to navigate client issues and work toward timely resolutions.
• Proficiency with CRM systems, Agency Management Systems, Microsoft Office Suite, and other technology platforms used for employee benefits administration and client management.
• Collaborative mindset with the ability to work effectively within a team-oriented environment while supporting multiple stakeholders and priorities.
• Commitment to maintaining confidentiality and handling sensitive employee and client information with professionalism and discretion.

Nice To Haves

• Bachelor�s degree in Business Administration, Human Resources, Risk Management, or a related field preferred.
• Experience in the employee benefits insurance industry preferred.

Responsibilities

• Gather and coordinate the flow of work surrounding employee benefit renewals, including collecting company census data, financial information, current benefit plans, and supporting documentation.
• Solicit carrier and vendor bids while executing marketing strategies aligned with Producer guidance, account needs, and client objectives.
• Manage the quoting process end-to-end across carriers, agency partners, and internal teams by tracking timelines, deliverables, and requirements to ensure complete and comparable quotes are delivered on schedule.
• Enroll client groups in coverage with carriers, ensuring all required paperwork, documentation, and enrollment materials are completed accurately and submitted timely.
• Respond to client and member inquiries via phone and email regarding benefits, billing, claims, eligibility, and policy-related questions while delivering responsive, professional service.
• Initiate claims with carriers or vendors and support appeals or issue resolution efforts as needed to ensure timely and accurate outcomes for clients and members.
• Maintain accurate client records, policy history, renewal timelines, and account activity within CRM systems, Agency Management Systems, and other internal platforms.
• Identify client needs, coverage gaps, and service opportunities while referring upsell and cross-sell opportunities to Producers to support revenue growth and client retention.
• Communicate policy details, renewal options, benefit changes, and coverage information clearly and accurately to clients and stakeholders.
• Support multiple Producers and adapt to varying workflows, communication preferences, timelines, and account management approaches based on business needs.
• Collaborate closely with Account Managers, Producers, carriers, vendors, and internal support teams to ensure a seamless client experience and timely resolution of issues.
• Provide proactive internal feedback regarding customer concerns, service trends, and opportunities to improve the client experience and operational efficiency.
• Stay informed on employee benefits trends, carrier requirements, regulatory updates, and industry best practices to support clients effectively.

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