Hybrid Benefits Associate Account Manager

at Patriot Growth Insurance Services, LLC

• Job title: Benefits Associate Account Manager
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: Not specified
• Degree requirement: High School Diploma
• Location requirements: Hybrid, Fairfax, United States

About the role

• Benefits Associate Account Manager supporting daily operations for Benefits Account Management team and assisting with client service activities. Involvement in administration tasks and data management for client accounts

Responsibilities

• Support Account Managers by preparing preliminary renewal materials, drafting proposal comparisons, and assisting with the development of benefits guides for client review.
• Collect, organize, and maintain client data, employee census information, and carrier documents.
• Maintain and document accurate client information in internal platforms such as BKB, Excel, and the CRM systems to support renewals, client files, policy updates, and new business activity.
• Assist with managing open enrollment logistics including scheduling meetings, preparing printed and digital materials, and coordinating the distribution of communications.
• Process new business paperwork for assigned client groups and update BKB with relevant information.
• Submit BOR letters, gather policy details for new clients, and support Account Managers with carrier-related follow-up.
• Assist in creating renewal spreadsheet analyses by compiling data and preparing initial drafts for Account Manager review.
• Communicate with insurance carriers to request policy information, confirm benefit details, or obtain documentation as directed by the Account Managers.
• Respond to client and employee inquiries in a professional and timely manner, escalating complex questions to senior team members when needed.
• Support post-renewal activities by updating carrier rosters, internal systems, and tracking tools.
• Prepare and distribute internal and client-facing materials, including renewal summaries, presentation documents, and enrollment forms.
• Participate in client meetings and call to observe discussions and provide administrative support.
• Maintain accurate records and support ongoing process improvements across the Account Management team.
• Provide backup support to other team members during high-volume periods of absences to maintain consistent client service.

Requirements

• High School Diploma/GED (Required)
• Virginia Life and Health Insurance License (Can be obtained within 6 months of hire)
• Associate or Bachelors Degree in Business Administration, Risk Management, Human Resources, or a related field. (Preferred)
• Background knowledge of or previous exposure to insurance, employee benefits, or human resources functions. (Preferred)
• Continued curiosity for learning the insurance industry, compliance requirements and researching emerging trends and best practices.
• Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience.
• Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
• Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions.
• Excellent communication skills, both written and verbal, to convey information clearly and transparently.
• Ability to collaborate effectively with in a team environment, sharing insights and contributing to collective success.
• Familiarity and proficiency in using relevant software applications, including Customer Relationship Management (CRM) systems, Microsoft Office Suite, and other tools used for client management and communication.
• Commitment to staying updated on industry trends, regulations, and best practices.
• Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.

Benefits

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401(k) with employer match