Benefits Account Manager

Full-Time

BBG |
Fairfax, VA |
In-Office |
Full-Time

As a Benefits Account Manager, you'll play a central role in helping clients design, manage, and optimize their employee benefits programs. Serving as a trusted advisor throughout the year, you'll lead renewal strategy, coordinate open enrollment activities, support ongoing benefits administration, and provide consultative guidance that helps clients achieve their organizational goals. In this role, you'll manage a book of employee benefits clients while partnering with carriers, vendors, and internal team members to deliver a seamless service experience.

Your expertise, responsiveness, and attention to detail will help strengthen client relationships, support retention efforts, and ensure accurate, timely account management throughout the policy lifecycle.

Work Arrangement: This is a full-time position reporting to our office located in Fairfax, VA, with the possibility of hybrid or remote work arrangements.

• Build trusted relationships by serving as the primary point of contact for assigned employee benefits clients.
• Lead annual renewal and open enrollment activities, including carrier marketing, renewal analysis, employee communication, and implementation planning.
• Develop and present benefit recommendations that align with client objectives, budgets, and workforce needs.
• Coordinate with carriers, vendors, producers, and internal stakeholders to resolve claims, enrollment, eligibility, billing, and policy-related issues.
• Analyze claims data and plan performance trends to identify opportunities for improvement and cost management.
• Maintain accurate account records, policy documentation, and client activity while ensuring high-quality service delivery.

• Client-focused and committed to providing responsive, consultative service.
• An effective relationship builder who develops trust with clients, carriers, and colleagues.
• Organized and able to balance multiple priorities while meeting deadlines and maintaining accuracy.
• A strong communicator who can explain benefits concepts clearly and confidently.
• Analytical and solution-oriented when evaluating plan performance and resolving client issues.
• Detail-oriented with a focus on quality, compliance, and documentation accuracy.
• Collaborative, professional, and motivated to continuously improve processes and client outcomes.

Day One:

• Active Virginia Life & Health insurance license.
• 2+ years of experience in employee benefits, account management, or client service within the insurance industry.
• High school diploma or GED.
• Strong knowledge of employee benefits programs, plan designs, enrollment processes, and compliance considerations.
• Proven ability to build and maintain strong client relationships while delivering exceptional service.
• Excellent written and verbal communication skills.
• Strong organizational, project management, and time management skills.
• Strong analytical, critical-thinking, and problem-solving abilities.
• Proficiency with Microsoft Office Suite, CRM systems, and benefits or agency management platforms.
• Attention to detail and accuracy in documentation, data management, and account servicing.
• Ability to collaborate effectively with clients, carriers, vendors, and internal team members.
• Commitment to maintaining confidentiality and adhering to professional and ethical standards.

• Associate's or Bachelor's degree in Business Administration or a related field.
• Experience creating employee-facing benefit communication materials and enrollment resources.
• Experience conducting claims reviews and identifying plan performance trends and cost drivers.
• Knowledge of carrier marketing strategies and renewal planning processes.
• Experience supporting employee education initiatives and benefit engagement programs.

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.

• Multiple…