Patriot Growth Insurance Services, LLC

Account Manager

• 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.

Benefits Associate Account Manager

• 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.

Benefits Associate Account Manager

Director of Employee Benefits Account Management