Account Manager

Why This Role Matters

As a Benefits Account Manager, you'll serve as a trusted partner to clients by helping them navigate the complexities of employee benefits programs while ensuring a high-quality service experience. Your ability to manage renewals, open enrollment activities, and day-to-day client needs will directly contribute to client satisfaction, retention, and long-term success.

In this role, you'll oversee the full lifecycle of employee benefits accounts, working closely with Producers, carriers, and internal teams to support benefit plan administration and strategic client service. You'll play an important role in delivering seamless renewals, successful implementations, and responsive support that helps clients make informed decisions about their benefits programs.

• Serve as the primary contact for assigned employee benefits clients, providing proactive and responsive service throughout the year.
• Manage the full lifecycle of benefit plans, including requests for proposals, renewals, onboarding, implementation, and open enrollment activities.
• Coordinate renewal processes by gathering carrier quotes, evaluating plan options, and supporting recommendations alongside Producers.
• Partner with carriers to resolve claims, eligibility, enrollment, and coverage-related questions efficiently.
• Oversee new client implementations to ensure a smooth transition, accurate plan setup, and successful employee enrollment.
• Prepare and distribute client-facing and employee-facing materials, including benefit guides, enrollment resources, and compliance documentation.
• Maintain accurate account records, plan information, and premium data within agency management and CRM systems.
• Collaborate across teams to ensure a consistent, high-quality client experience and timely issue resolution.

• Client-focused and committed to delivering exceptional service and responsive support.
• Highly organized with strong attention to detail and the ability to manage multiple priorities simultaneously.
• A strong communicator who can explain benefits information clearly and professionally.
• Proactive in identifying client needs and resolving issues before they become challenges.
• Relationship-oriented and comfortable collaborating with clients, carriers, Producers, and internal team members.
• Adaptable and able to thrive in a fast-paced environment with competing deadlines.
• Committed to continuous learning and staying informed on employee benefits trends, regulations, and industry developments.

• 1 to 3 years of experience in employee benefits, insurance, or a related account management role.
• Active Michigan Life & Health insurance license.
• Associate degree in Business Administration, Human Resources, or a related field.
• Proficiency with Microsoft Office Suite and agency management or CRM systems.
• Strong communication and interpersonal skills with the ability to effectively support client relationships.
• Strong organizational skills, attention to detail, and ability to manage multiple priorities.
• Ability to work collaboratively across teams in a service-focused environment.

• Bachelor's degree in Business Administration, Human Resources, or a related field.
• Experience supporting employee benefits renewals, onboarding, implementation, or open enrollment processes.
• Familiarity with carrier quoting platforms, benefits administration systems, and compliance documentation.
• Experience preparing client presentations, benefit guides, or employee communication materials.
• Knowledge of group health, dental, vision, life, disability, and voluntary benefit programs.
• Demonstrated success building long-term client relationships within an agency or brokerage environment.

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.

Highlights Include:

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Paid parental leave
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
• Competitive 401(k) company match to help you build your financial future
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support

At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a…