Patriot Growth Insurance Services, LLC

Senior Benefits Account Manager

Patriot Growth Insurance Services, LLC

full-time

Posted on:

Location Type: Hybrid

Location: Philadelphia • Pennsylvania • United States

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Job Level

Senior

About the role

  • Own execution and delivery of benefit strategies developed by Consulting and Underwriting teams.
  • Lead client renewals, including plan implementation, group paperwork, timelines, and employee communications.
  • Advise clients on complex benefit programs including HSAs, HRAs, FSAs, and DCAs.
  • Develop and deliver client-specific communication materials and employee education sessions.
  • Manage multiple projects and implementations using strong project management and organizational skills.
  • Build and maintain trusted relationships with clients, vendors, carriers, and internal stakeholders.
  • Support and mentor Account Management and Client Care teammates; assist with onboarding and training.
  • Serve as an escalation point for complex claims, billing, enrollment, and service-related issues.
  • Coordinate with carriers, TPAs, healthcare providers, and internal teams to resolve issues and prevent recurrence.
  • Audit contracts, billing, census data, and policy documentation to ensure accuracy and compliance.
  • Maintain accurate documentation of all client interactions and project activity in CRM systems.
  • Proactively communicate status updates, risks, and resolution plans to clients and leadership.
  • Support on-call services and open enrollment activities as needed.
  • Maintain up-to-date knowledge of benefit plans, carriers, compliance requirements, and Exude offerings.
  • Handle sensitive client, employee, and company information with integrity and professionalism.
  • Participate in team meetings, training, and special projects as assigned.

Requirements

  • 5+ years of experience in the employee benefits industry, supporting complex client accounts.
  • Bachelors degree in HR, Health Policy, Risk Management/Insurance, or related field preferred (or equivalent experience).
  • Strong experience developing client communication materials and leading formal employee presentations.
  • Prior project management experience preferred.
  • Active Health and Life insurance license required (must maintain continuing education).
  • CSFP certification required; BAM or CEBS certification strongly preferred.
  • Valid drivers license and ability to travel to client locations as needed.
  • Deep knowledge of employee benefits products and benefit plan administration.
  • Exceptional communication and presentation skills across individual, small group, and large group settings.
  • Strong critical thinking and problem-solving skills with the ability to resolve complex issues independently.
  • Proven ability to manage multiple priorities and deadlines in a fast-paced environment.
  • Strong leadership, coaching, and mentoring capabilities.
  • High attention to detail, accuracy, and quality assurance.
  • Proficiency with Microsoft Office Suite and CRM technology.
  • Strong teamwork orientation and commitment to delivering seamless client service.
  • Flexibility to work variable hours, including occasional evenings, weekends, on-call coverage, and travel.
Applicant Tracking System Keywords

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

Hard Skills & Tools
project managementemployee benefits administrationclient communication materials developmentbenefit program advisingclaims resolutionbilling auditingpolicy documentation auditingemployee education session deliveryrisk managementcritical thinking
Soft Skills
communication skillspresentation skillsproblem-solving skillsleadershipcoachingmentoringattention to detailorganizational skillsteamwork orientationflexibility
Certifications
Health and Life insurance licenseCSFP certificationBAM certificationCEBS certification