Employee Benefits Account Manager (Hybrid)

Patriot Growth Insurance Services and Partner Agencies • Cheshire, CT

14h • Hybrid

About The Position

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).
• Bachelors 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