Account Manager; Hybrid

Employee Benefits Account Manager (Hybrid)

About JM Brassill Group, A Division of Patriot Growth Insurance Services
: JM Brassill Group Inc. is a New York based employee benefit insurance and consulting firm. Our commitment to this insurance specialty distinguishes us from our competitors who sell multiple lines of insurance coverage. We are dedicated to establishing ourselves as a well-respected firm in the insurance industry that specializes in the employee benefit arena. We are guided to reach our goals by the basic principles of honesty and fair play.

Position Overview
:
We are looking for an experienced large group, Employee Benefits Account Manager to join our growing team! As the Account Manager you will ensure delivery of exceptional service to clients and prospects by acting as their primary service contact and actively managing their accounts. You will work with our Producers to ensure overall client satisfaction on all aspects of their employee benefit offerings and manage clients’ day-to-day needs.

Work Arrangement
:
This is a remote position that supports our office located in Melville, NY. Computer equipment will be provided by the company upon hire.

Professional Responsibilities
:

• Partner with clients to help identify their business’ long-term employee benefits goals and develop a strategic plan to achieve them.
• Strategically plan, execute, and drive benefits plan renewal timelines with the Producers to ensure minimal hold ups.
• Assist with day-to-date client needs timely as well
• Perform annual renewal negotiations with the carriers, renewal plan selection and other renewal functions as needed.
• Present clients with options to enhance their benefits package, including voluntary benefits, and cross-selling opportunities to enhance their package via renewal.
• Ensure that the implementation and transition processes for all carrier changes are handled smoothly with minimal disruption and communicate any major issues/changes.
• Responsible for the renewal checklist and meets with the Producers to discuss the renewal timeline.
• Conduct employer presentations (phone/webinar/in-person) in a consultative, logical, professional, and informative manner.
• Assess clients understanding and attitude during meetings and presentations, encouraging feedback, and adjusting accordingly.
• Assess the nature of a problem quickly, understands thoroughly the expectations of the client, consistently meets those expectations through viable solutions in a timely manner.
• Proactively respond when a potential problem is discovered and assist the client with any escalated employee benefit issues.
• Enter notes in CRM system after all meetings, contacts, etc. to ensures follow up issues are handled timely and communicated to client.
• Keep team informed and communicates thoroughly and clearly with all team members concerning client issues, renewals, and proactive work.
• Positively influence the team members and mediate concerns, offer encouragement and praise, promote engagement, and build good working relationships.

Qualifications and Requirements
:

• 4-6 years of Account Management experience with self-funded, large groups
• Occasional travel required to conduct in-person client open enrollment meetings
• NY Life & Health license
• Employee Navigator experience preferred
• Excellent interpersonal and communication skills (both oral and written)
• Proficient with use of Microsoft Office Suite and products
• A passion for being part of a team that drives our company to industry leadership
• Ability to establish and maintain effective working relationships with both peers and clients
• Authorized to work in the U.S. without sponsorship

About Patriot Growth Insurance Services
:
Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies.

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