Hybrid Director of Employee Benefits Account Management

at Patriot Growth Insurance Services, LLC

• Job title: Director of Employee Benefits Account Management
• Job type: Full Time
• Experience level: Lead
• Salary: $155,000 - $165,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Boston, United States

About the role

• Director overseeing Employee Benefits Account Management for clients at Patriot Growth Insurance Services. Leading a consulting team while ensuring client satisfaction and operational excellence in a hybrid work environment.

Responsibilities

• Lead and mentor the benefits consulting and account management team across large group, self-funded, and small group segments, fostering collaboration, professional growth, and high performance.
• Maintain overall ownership and accountability for the entire Employee Benefits Account Management book of business, ensuring consistent service standards, scalability, and client satisfaction across all client sizes.
• Serve as the visible leader and primary point of contact for key and complex client relationships, representing the Account Management function during renewals and new business opportunities.
• Partner closely with Producers to manage renewal timelines and ensure timely, accurate execution of benefit programs across both large and small group clients.
• Oversee day-to-day account management activities across all client segments, including renewals, carrier negotiations, benefit plan enhancements, and administration.
• Provide hands-on leadership for large and self-funded accounts, leveraging deep expertise in self-insured plans, while ensuring appropriate delegation and support for small group accounts.
• Ensure smooth implementation of new carrier programs and plan changes with minimal client disruption across the full book of business.
• Deliver consultative presentations via phone, webinar, and in-person meetings, as needed for strategic accounts and leadership-level client engagements.
• Collaborate with sales teams to identify and pursue cross-selling opportunities that enhance the overall client benefit offering across all market segments.

Requirements

• 10+ years of experience managing self-funded, large group employee benefits accounts.
• 24 years of leadership experience within an independent insurance or benefits agency, including formal or informal leadership through coaching, mentoring, training, team oversight, or serving as a go-to subject matter resource.
• Active Life & Health insurance license required.
• Familiarity with platforms such as BenefitPoint, Employee Navigator, or Plansight preferred.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
• Strong interpersonal and written communication skills.
• Ability to build and maintain relationships with clients, carriers, and internal stakeholders
• Occasional travel required for client meetings and open enrollment sessions.

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)