Patriot Growth Insurance Services, LLC

Employee Benefits Account Manager

Patriot Growth Insurance Services, LLC

full-time

Posted on:

Location Type: Hybrid

Location: Melville • New York • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $85,000 - $90,000 per year

About the role

  • Partner with clients to help identify their business long-term employee benefits goals and develop a strategic plan to achieve them.
  • Strategically plan, execute, and drive benefits plan renewal timelines with the Producers to ensure minimal hold ups.
  • Assist with day-to-date client needs timely as well.
  • Perform annual renewal negotiations with the carriers, renewal plan selection and other renewal functions as needed.
  • Present clients with options to enhance their benefits package, including voluntary benefits, and cross-selling opportunities to enhance their package via renewal.
  • Ensure that the implementation and transition processes for all carrier changes are handled smoothly with minimal disruption and communicate any major issues/changes.
  • Responsible for the renewal checklist and meets with the Producers to discuss the renewal timeline.
  • Conduct employer presentations (phone/webinar/in-person) in a consultative, logical, professional, and informative manner.
  • Assess clients understanding and attitude during meetings and presentations, encouraging feedback, and adjusting accordingly.
  • Assess the nature of a problem quickly, understands thoroughly the expectations of the client, consistently meets those expectations through viable solutions in a timely manner.
  • Proactively respond when a potential problem is discovered and assist the client with any escalated employee benefit issues.
  • Enter notes in CRM system after all meetings, contacts, etc. to ensures follow up issues are handled timely and communicated to client.
  • Keep team informed and communicates thoroughly and clearly with all team members concerning client issues, renewals, and proactive work.
  • Positively influence the team members and mediate concerns, offer encouragement and praise, promote engagement, and build good working relationships.

Requirements

  • 4-6 years of Account Management experience with self-funded, large groups
  • Occasional travel required to conduct in-person client open enrollment meetings
  • NY Life & Health license
  • Employee Navigator experience preferred
  • Excellent interpersonal and communication skills (both oral and written)
  • Proficient with use of Microsoft Office Suite and products
  • A passion for being part of a team that drives our company to industry leadership
  • Ability to establish and maintain effective working relationships with both peers and clients
  • Authorized to work in the U.S. without sponsorship.
Applicant Tracking System Keywords

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

Hard Skills & Tools
Account ManagementEmployee BenefitsRenewal NegotiationsClient PresentationsProblem SolvingCRM System Management
Soft Skills
Interpersonal SkillsCommunication SkillsTeam CollaborationClient Relationship ManagementFeedback Assessment
Certifications
NY Life & Health License