Employee Benefits Account Manager

Employee Benefits Account Manager Patriot Growth Insurance Services | Taunton, MA | Hybrid or In-Office | Full-Time

As an Employee Benefits Account Manager, you'll play a central role in helping clients navigate complex benefits programs while delivering exceptional service throughout the year. You'll manage a book of business, guide renewal strategies, support open enrollment efforts, and collaborate with producers, consultants, carriers, and internal teams to create positive outcomes for clients and their employees. This role is ideal for a benefits professional who thrives on building trusted relationships, solving challenges proactively, and identifying opportunities to expand client value.

You'll have the opportunity to influence client strategy while ensuring seamless day-to-day account management and service execution.

Serve as the primary advisor and day-to-day contact for assigned employee benefits clients, building long-term relationships and delivering responsive support. Lead open enrollment planning and execution, including employee education, presentations, communications, and ongoing policy administration. Partner with Producers, Benefit Consultants, carriers, and internal service teams to deliver tailored benefit solutions and exceptional client experiences. Analyze renewal options, develop contribution models, conduct benchmarking, and prepare claims reporting for self-funded clients.

Coordinate RFP processes, carrier submissions, and internal workflows to ensure deadlines and service commitments are met. Identify cross-selling and growth opportunities within existing client accounts to strengthen relationships and expand service offerings.

Relationship-focused and committed to delivering exceptional client service. Highly organized and capable of managing multiple priorities in a fast-paced environment. Proactive in identifying solutions and driving issues to resolution. Detail-oriented when reviewing proposals, contracts, and client documentation. Collaborative and effective at partnering with producers, consultants, carriers, and internal stakeholders. Strong communicator who can confidently present information to clients and employee groups.

Motivated to stay current on industry trends, regulations, and emerging benefit solutions.

Day One:
Experience in employee benefits account management, consulting, or a related client service role. Strong knowledge of employee benefits administration, renewals, and carrier interactions. Ability to manage multiple client accounts and prioritize competing deadlines effectively. Excellent written, verbal, and interpersonal communication skills. Proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint. Professional presence appropriate for client-facing interactions. Ability to work independently while contributing to a collaborative team environment.

3+ years of employee benefits account management, consulting, or related experience. Life & Health insurance license. Experience with agency management or CRM platforms such as Zywave. Bachelor's degree in Business, Insurance, or a related field. Experience supporting self-funded benefit programs and claims analysis. Demonstrated success identifying account growth and cross-selling opportunities.

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 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
• Comprehensive dental and vision coverage
• 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 comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.

Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies…