Employee Benefits Account Manager (Hybrid)

Patriot Growth Insurance Services and Partner Agencies•Cheshire, CT

2d•Hybrid

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, leading renewal and open enrollment activities, coordinating benefit administration, and delivering exceptional consultative service. The ideal candidate is highly organized, relationship-driven, and experienced in managing multiple priorities while identifying opportunities to strengthen client relationships and support agency growth. This position plays a key role in supporting client retention, operational efficiency, and overall service excellence.

Requirements

3+ years of employee benefits account management, consulting, or related client service experience preferred.
Active Life & Health insurance license preferred or the ability to obtain within 30 days of hire.
Experience with employee benefits renewals, open enrollment, benefit administration, and carrier marketing.
Experience supporting self-funded clients, including claims reporting, contribution modeling, and benchmarking preferred.
Proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.
Experience with agency management systems and CRM platforms such as Zywave preferred.
Bachelor's degree or equivalent combination of education and relevant professional experience preferred.
Strong organizational and time management skills with the ability to manage multiple priorities independently.
Excellent verbal and written communication skills with a consultative, client-focused approach.
Professional demeanor with exceptional relationship-building and interpersonal skills.
Self-motivated, collaborative, and able to thrive in a fast-paced environment.

Nice To Haves

Active Life & Health insurance license
Experience supporting self-funded clients, including claims reporting, contribution modeling, and benchmarking
Experience with agency management systems and CRM platforms such as Zywave
Bachelor's degree or equivalent combination of education and relevant professional experience

Responsibilities

Serve as the primary point of contact for assigned employee benefits clients, providing consultative guidance and building long-term client relationships.
Lead renewal and open enrollment activities, including employee presentations, client education, carrier coordination, and ongoing policy administration.
Partner with Producers, Benefit Consultants, carriers, and internal team members to deliver customized employee benefits solutions and exceptional client service.
Review client documents, contracts, proposals, and benefit materials for accuracy, completeness, and compliance.
Prepare renewal analyses, contribution modeling, benchmarking reports, and periodic claims reporting for self-funded clients.
Coordinate RFP processes, carrier submissions, and internal workflows to ensure timely completion of renewal and marketing activities.
Identify opportunities for cross-selling, additional services, and new business within existing client relationships.
Maintain accurate client records, benefit documentation, and account activity within agency management and CRM systems.
Provide proactive support to clients by addressing questions, resolving issues, and ensuring a seamless service experience.
Collaborate with internal teams to improve workflows, increase operational efficiencies, and support departmental initiatives.
Stay informed on industry trends, carrier products, regulatory changes, and employee benefits best practices through ongoing professional development.