Hybrid Senior Benefits Account Manager

at Patriot Growth Insurance Services, LLC

• Job title: Senior Benefits Account Manager
• Job type: Full Time
• Experience level: Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Philadelphia, United States

About the role

• Senior Benefits Account Manager managing complex client accounts for Exude. Leading benefit strategy execution and providing advanced guidance on benefit programs in a hybrid work arrangement.

Responsibilities

• Own execution and delivery of benefit strategies developed by Consulting and Underwriting teams.
• Lead client renewals, including plan implementation, group paperwork, timelines, and employee communications.
• Advise clients on complex benefit programs including HSAs, HRAs, FSAs, and DCAs.
• Develop and deliver client-specific communication materials and employee education sessions.
• Manage multiple projects and implementations using strong project management and organizational skills.
• Build and maintain trusted relationships with clients, vendors, carriers, and internal stakeholders.
• Support and mentor Account Management and Client Care teammates; assist with onboarding and training.
• Serve as an escalation point for complex claims, billing, enrollment, and service-related issues.
• Coordinate with carriers, TPAs, healthcare providers, and internal teams to resolve issues and prevent recurrence.
• Audit contracts, billing, census data, and policy documentation to ensure accuracy and compliance.
• Maintain accurate documentation of all client interactions and project activity in CRM systems.
• Proactively communicate status updates, risks, and resolution plans to clients and leadership.
• Support on-call services and open enrollment activities as needed.
• Maintain up-to-date knowledge of benefit plans, carriers, compliance requirements, and Exude offerings.
• Handle sensitive client, employee, and company information with integrity and professionalism.
• Participate in team meetings, training, and special projects as assigned.

Requirements

• 5+ years of experience in the employee benefits industry, supporting complex client accounts.
• Bachelors degree in HR, Health Policy, Risk Management/Insurance, or related field preferred (or equivalent experience).
• Strong experience developing client communication materials and leading formal employee presentations.
• Prior project management experience preferred.
• Active Health and Life insurance license required (must maintain continuing education).
• CSFP certification required; BAM or CEBS certification strongly preferred.
• Valid drivers license and ability to travel to client locations as needed.
• Deep knowledge of employee benefits products and benefit plan administration.
• Exceptional communication and presentation skills across individual, small group, and large group settings.
• Strong critical thinking and problem-solving skills with the ability to resolve complex issues independently.
• Proven ability to manage multiple priorities and deadlines in a fast-paced environment.
• Strong leadership, coaching, and mentoring capabilities.
• High attention to detail, accuracy, and quality assurance.
• Proficiency with Microsoft Office Suite and CRM technology.
• Strong teamwork orientation and commitment to delivering seamless client service.
• Flexibility to work variable hours, including occasional evenings, weekends, on-call coverage, and travel.

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)