Patriot Growth Insurance Services, LLC

Benefits Associate Account Manager

Patriot Growth Insurance Services, LLC

full-time

Posted on:

Location Type: Hybrid

Location: Fairfax • Virginia • 🇺🇸 United States

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Job Level

JuniorMid-Level

About the role

  • Support Account Managers by preparing preliminary renewal materials, drafting proposal comparisons, and assisting with the development of benefits guides for client review.
  • Collect, organize, and maintain client data, employee census information, and carrier documents.
  • Maintain and document accurate client information in internal platforms such as BKB, Excel, and the CRM systems to support renewals, client files, policy updates, and new business activity.
  • Assist with managing open enrollment logistics including scheduling meetings, preparing printed and digital materials, and coordinating the distribution of communications.
  • Process new business paperwork for assigned client groups and update BKB with relevant information.
  • Submit BOR letters, gather policy details for new clients, and support Account Managers with carrier-related follow-up.
  • Assist in creating renewal spreadsheet analyses by compiling data and preparing initial drafts for Account Manager review.
  • Communicate with insurance carriers to request policy information, confirm benefit details, or obtain documentation as directed by the Account Managers.
  • Respond to client and employee inquiries in a professional and timely manner, escalating complex questions to senior team members when needed.
  • Support post-renewal activities by updating carrier rosters, internal systems, and tracking tools.
  • Prepare and distribute internal and client-facing materials, including renewal summaries, presentation documents, and enrollment forms.
  • Participate in client meetings and call to observe discussions and provide administrative support.
  • Maintain accurate records and support ongoing process improvements across the Account Management team.
  • Provide backup support to other team members during high-volume periods of absences to maintain consistent client service.

Requirements

  • High School Diploma/GED (Required)
  • Virginia Life and Health Insurance License (Can be obtained within 6 months of hire)
  • Associate or Bachelors Degree in Business Administration, Risk Management, Human Resources, or a related field. (Preferred)
  • Background knowledge of or previous exposure to insurance, employee benefits, or human resources functions. (Preferred)
  • Continued curiosity for learning the insurance industry, compliance requirements and researching emerging trends and best practices.
  • Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience.
  • Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
  • Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions.
  • Excellent communication skills, both written and verbal, to convey information clearly and transparently.
  • Ability to collaborate effectively with in a team environment, sharing insights and contributing to collective success.
  • Familiarity and proficiency in using relevant software applications, including Customer Relationship Management (CRM) systems, Microsoft Office Suite, and other tools used for client management and communication.
  • Commitment to staying updated on industry trends, regulations, and best practices.
  • Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
data organizationclient data managementpolicy updatesrenewal analysisproposal draftingopen enrollment logisticsinsurance documentationproblem-solvingprocess improvement
Soft skills
organizational skillscommunication skillsempathycollaborationresponsivenesscuriosity for learningprioritizationadministrative supportclient service
Certifications
High School Diploma/GEDVirginia Life and Health Insurance LicenseAssociate DegreeBachelor's Degree