Employee Benefits Account Manager

Employee Benefits Account Manager

Patriot Growth Insurance Services

Hybrid

Williamsville, NY

Full-Time

Why This Role Matters

As an Employee Benefits Account Manager, you'll serve as a trusted advisor to clients, helping them navigate the complexities of employee benefits programs while delivering a high level of service and strategic support. This role is ideal for someone who thrives on building lasting client relationships, managing large-group benefit programs, and creating positive outcomes for employers and their employees. You'll partner closely with producers, consultants, carriers, and internal teams to support the ongoing success of large employee benefit accounts. From renewals and implementations to compliance support and employee communications, you'll play a key role in ensuring clients receive thoughtful guidance and exceptional service throughout the year.

How You'll Make an Impact

• Manage large-group employee benefit accounts, serving as the primary contact for day-to-day service needs and strategic account support.
• Coordinate annual renewals by preparing proposals, conducting renewal analysis, negotiating with carriers, and overseeing implementation activities.
• Support enrollment, eligibility, billing, claims, and carrier-related issues to ensure a seamless client experience.
• Prepare client-facing presentations, claim reports, and benefit program recommendations that help clients make informed decisions.
• Partner with producers and consultants to develop benefit strategies that align with client objectives and workforce needs.
• Drive client retention efforts while identifying opportunities to expand existing account relationships and enhance benefit offerings.
• Maintain accurate records and documentation within agency management systems to support efficient account administration.
• Support open enrollment meetings and employee communication initiatives that promote understanding and engagement with benefit programs.

Who You Are

• Client-focused and committed to delivering responsive, high-quality service.
• An organized professional who can manage multiple priorities while maintaining attention to detail.
• A strong communicator who can confidently interact with clients, carriers, producers, and internal team members.
• Comfortable analyzing data, interpreting benefit information, and presenting recommendations clearly.
• Collaborative and relationship-driven, with a team-first approach to solving challenges.
• Resourceful and proactive when addressing client concerns and identifying opportunities for improvement.
• Dedicated to continuous learning and staying informed on industry regulations, products, and market trends.

What You Bring

Day One:

• 5+ years of employee benefits account management experience supporting large-group clients with 100+ employees.
• Strong knowledge of employee benefit plans, renewals, implementations, eligibility administration, billing, claims management, and carrier relations.
• Excellent interpersonal, written, and verbal communication skills.
• Ability to build and maintain effective relationships with clients, carriers, producers, consultants, and internal stakeholders.
• Proficiency with Microsoft Office Suite and related business software applications.
• Strong organizational and project management skills with the ability to manage deadlines and competing priorities.
• Authorization to work in the United States without employer sponsorship.

Valuable Additions:

• Life, Accident, and Health License.
• Ability to obtain and maintain Life, Accident, and Health licensure if not currently licensed.
• Experience supporting ERISA, ACA, COBRA, and HIPAA-related administrative processes.
• Experience preparing claims reports, utilization reviews, and renewal analysis for large-group clients.
• Familiarity with agency management systems and benefits administration platforms.
• Experience leading open enrollment meetings and employee education initiatives.

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.

• 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
• Comprehensive dental and vision coverage
• 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.

Pay Range: $75,000 —$85,000 USD