Employee Benefits Account Manager
Patriot Growth Insurance Services, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Cheshire • Connecticut • United States
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About the role
- 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.
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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
employee benefits account managementconsultingpolicy administrationrenewal analysescontribution modelingbenchmarkingclaims reportingcross-sellingRFP processesworkflow management
Soft skills
interpersonal skillswritten communicationverbal communicationmultitaskingprioritizationindependent workflow managementprofessional demeanorself-motivationteam collaborationclient relationship management
Certifications
Life & Health insurance license