Employee Benefits Account Manager
Patriot Growth Insurance Services | Hybrid | Williamsville, NY | Full-Time
Why This Role Matters
As an Employee Benefits Account Manager, you'll serve as a trusted advisor to clients, helping them navigate the complexities of employee benefits programs while delivering a high level of service and strategic support. This role is ideal for someone who thrives on building lasting client relationships, managing large-group benefit programs, and creating positive outcomes for employers and their employees.
You'll partner closely with producers, consultants, carriers, and internal teams to support the ongoing success of large employee benefit accounts. From renewals and implementations to compliance support and employee communications, you'll play a key role in ensuring clients receive thoughtful guidance and exceptional service throughout the year.
How You'll Make an Impact
Manage large-group employee benefit accounts, serving as the primary contact for day-to-day service needs and strategic account support.
Coordinate annual renewals by preparing proposals, conducting renewal analysis, negotiating with carriers, and overseeing implementation activities.
Support enrollment, eligibility, billing, claims, and carrier-related issues to ensure a seamless client experience.
Prepare client-facing presentations, claim reports, and benefit program recommendations that help clients make informed decisions.
Partner with producers and consultants to develop benefit strategies that align with client objectives and workforce needs.
Drive client retention efforts while identifying opportunities to expand existing account relationships and enhance benefit offerings.
Maintain accurate records and documentation within agency management systems to support efficient account administration.
Support open enrollment meetings and employee communication initiatives that promote understanding and engagement with benefit programs.
Who You Are
Client-focused and committed to delivering responsive, high-quality service.
An organized professional who can manage multiple priorities while maintaining attention to detail.
A strong communicator who can confidently interact with clients, carriers, producers, and internal team members.
Comfortable analyzing data, interpreting benefit information, and presenting recommendations clearly.
Collaborative and relationship-driven, with a team-first approach to solving challenges.
Resourceful and proactive when addressing client concerns and identifying opportunities for improvement.
Dedicated to continuous learning and staying informed on industry regulations, products, and market trends.
What You Bring
Day One:
5+ years of employee benefits account management experience supporting large-group clients with 100+ employees.
Strong knowledge of employee benefit plans, renewals, implementations, eligibility administration, billing, claims management, and carrier relations.
Excellent interpersonal, written, and verbal communication skills.
Ability to build and maintain effective relationships with clients, carriers, producers, consultants, and internal stakeholders.
Proficiency with Microsoft Office Suite and related business software applications.
Strong organizational and project management skills with the ability to manage deadlines and competing priorities.
Authorization to work in the United States without employer sponsorship.
Valuable Additions:
Life, Accident, and Health License.
Ability to obtain and maintain Life, Accident, and Health licensure if not currently licensed.
Experience supporting ERISA, ACA, COBRA, and HIPAA-related administrative processes.
Experience preparing claims reports, utilization reviews, and renewal analysis for large-group clients.
Familiarity with agency management systems and benefits administration platforms.
Experience leading open enrollment meetings and employee education initiatives.
Real Benefits for Real Life
At Patriot, great benefits mean more than…