Hybrid Employee Benefits Account Manager

at Patriot Growth Insurance Services, LLC

• Job title: Employee Benefits Account Manager
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $85,000 - $90,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Melville, United States

About the role

• Employee Benefits Account Manager ensuring exceptional client service at Patriot Growth Insurance Services. Collaborating with clients on employee benefits goals and managing account operations effectively.

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.

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.

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)