Employee Benefits Account Strategist

Patriot Growth Insurance Services | Flower Mound, Texas | Onsite | Full-Time Why This Role Matters As an Employee Benefits Account Manager, you'll serve as a trusted resource for clients as they navigate their employee benefits programs and insurance needs. Your expertise, responsiveness, and commitment to service will help clients make informed decisions while ensuring they receive exceptional support throughout the year. In this role, you'll partner closely with clients, producers, carriers, and internal team members to deliver proactive account management, benefit education, renewal support, and day-to-day service. You'll play a meaningful role in strengthening client relationships, supporting retention efforts, and helping organizations create valuable benefits experiences for their employees. How You'll Make an Impact Manage employee benefits accounts by providing exceptional service, strategic support, and timely solutions to client needs. Analyze benefit offerings and assist in developing recommendations that align with client goals and workforce needs. Prepare and present renewal materials that help clients make informed benefits decisions. Serve as a primary point of contact for clients, Third-Party Administrators, carriers, and internal stakeholders. Lead and support Open Enrollment meetings, educational sessions, and client communications. Guide clients through benefit administration, compliance questions, funding options, and enrollment processes. Maintain strong client relationships through proactive communication, responsiveness, and ongoing account support. Contribute to the success of the client services team by collaborating effectively and supporting departmental initiatives. Who You Are Client-focused and committed to delivering outstanding service in every interaction. A strong communicator who can explain complex benefits concepts in a clear and approachable manner. Organized and detail-oriented, with the ability to prioritize multiple responsibilities and deadlines. A collaborative team player who enjoys building relationships and helping others succeed. Curious and growth-minded, with a genuine interest in expanding your benefits knowledge and industry expertise. Adaptable and technology-savvy, with the ability to learn new systems and tools quickly. Proactive in identifying solutions and taking ownership of client needs. What You Bring Day One: 3+ years of experience in an employee benefits account management or similar client service role. Active Life & Health Insurance license. High school diploma or equivalent. Strong written, verbal, and interpersonal communication skills. Proficiency with Microsoft Office Suite and standard business software applications. Ability to build and maintain professional relationships with clients, producers, carriers, and team members. Strong organizational and time-management skills. Authorization to work in the United States without sponsorship. Valuable Additions: Previous experience in customer service, insurance, or employee benefits environments. Experience conducting Open Enrollment meetings or employee education sessions. Knowledge of benefit administration, compliance requirements, and funding arrangements. Experience working with Third-Party Administrators and enrollment platforms. Demonstrated commitment to professional development and industry learning. Strong aptitude for learning new technology platforms and systems. Real Benefits for Real Life At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits. Highlights Include: Multiple medical plan options, with preventive care covered at 100% Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions Employer-paid short-term and long-term disability coverage Paid parental leave Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave Competitive 401(k) company match to help you build your financial future Employee Assistance Program with confidential mental health, legal, financial, and work-life support About Patriot Growth Insurance Services At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do. Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them. 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 Pay Range: Posted below* *Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team. Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays. Pay Range

$70,000 - $100,000 USD

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