Employee Benefits Account Manager (Small Group)

Small Group Employee Benefits Account Manager

About Patriot Growth Insurance Services : Founded in 2019, Patriot Growth Insurance Services (Patriot) is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2024 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in 170 locations and across 48 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Position Overview : We are seeking a proactive and customer-focused Small Group Employee Benefits Account Manager to join our team. This role involves providing efficient and professional service to clients, colleagues, and producers. As the primary point of contact, you will handle benefit inquiries, resolve client requests, and determine the best solutions to meet client needs. The ideal candidate will be a collaborative team player dedicated to elevating the entire client service experience.

Work Arrangement : This is a full-time position working in our office located in Southlake, TX, with a potential remote work arrangement available.

Professional Responsibilities

• Assist in managing client accounts, ensuring satisfaction, analyzing benefit offerings, providing solutions, and preparing renewal presentations.
• Stay informed about industry trends and lead educational sessions during Open Enrollment.
• Advise clients on benefit plan administration, compliance, funding options, and address inquiries related to benefits programs.
• Serve as the point of contact for Third-Party Administrators, and guide clients through the enrollment process.
• Provide ongoing support to maintain client relationships, prioritize tasks, and seek assistance to meet deadlines.
• Meet with clients to address insurance needs, ensure producers are informed of account status.
• Perform other duties to support the client services team.
• Engage in professional development.
• Continuously build expertise in the employee benefits space to stay at the forefront of industry standards.
• Foster a growth mindset, focusing on both personal and team development.

Qualifications and Requirements

Why Patriot Growth Insurance Services : We offer the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer :

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.