Director of Employee Benefits Account Management
Patriot Growth Insurance Services, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Boston • Massachusetts • 🇺🇸 United States
Visit company websiteSalary
💰 $155,000 - $165,000 per year
Job Level
Lead
About the role
- Lead and mentor the benefits consulting and account management team across large group, self-funded, and small group segments, fostering collaboration, professional growth, and high performance.
- Maintain overall ownership and accountability for the entire Employee Benefits Account Management book of business, ensuring consistent service standards, scalability, and client satisfaction across all client sizes.
- Serve as the visible leader and primary point of contact for key and complex client relationships, representing the Account Management function during renewals and new business opportunities.
- Partner closely with Producers to manage renewal timelines and ensure timely, accurate execution of benefit programs across both large and small group clients.
- Oversee day-to-day account management activities across all client segments, including renewals, carrier negotiations, benefit plan enhancements, and administration.
- Provide hands-on leadership for large and self-funded accounts, leveraging deep expertise in self-insured plans, while ensuring appropriate delegation and support for small group accounts.
- Ensure smooth implementation of new carrier programs and plan changes with minimal client disruption across the full book of business.
- Deliver consultative presentations via phone, webinar, and in-person meetings, as needed for strategic accounts and leadership-level client engagements.
- Collaborate with sales teams to identify and pursue cross-selling opportunities that enhance the overall client benefit offering across all market segments.
Requirements
- 10+ years of experience managing self-funded, large group employee benefits accounts.
- 24 years of leadership experience within an independent insurance or benefits agency, including formal or informal leadership through coaching, mentoring, training, team oversight, or serving as a go-to subject matter resource.
- Active Life & Health insurance license required.
- Familiarity with platforms such as BenefitPoint, Employee Navigator, or Plansight preferred.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
- Strong interpersonal and written communication skills.
- Ability to build and maintain relationships with clients, carriers, and internal stakeholders
- Occasional travel required for client meetings and open enrollment sessions.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
employee benefits account managementself-funded plans managementcarrier negotiationsbenefit plan enhancementsconsultative presentations
Soft skills
leadershipmentoringcollaborationclient relationship managementcommunication
Certifications
Life & Health insurance license