Benefits Account Manager

Benefits Account Manager

For nearly 30 years, Business Benefits Group has remained a recognized leader in employee benefits, HR consulting, and business insurance. We have supported thousands of businesses across many industries to help to meet their goals and achieve more as a business. We remain a benefits-centric agency, bringing the tools, resources, and solutions that employers should expect to address new challenges with rising health care costs, regulatory issues, and advancements in technology. Our team of trusted advisors help to lead our clients through these challenges, and more while also setting a high bar for our industry as a thought leader within the industry.

We are seeking an experienced and client-focused Benefits Account Manager to manage the full lifecycle of employee benefits accounts. This role is responsible for leading renewals, coordinating open enrollment, supporting ongoing benefit administration, and providing strategic guidance to help clients meet their organizational goals. The ideal candidate is highly organized, relationship-driven, and committed to delivering a seamless client experience. This position plays a key role in supporting client retention, strengthening relationships, and ensuring accurate, timely service throughout the year.

This is a full-time position reporting to our office located in Fairfax, VA with the possibility of hybrid or remote work arrangements.

Professional Responsibilities:

• Serve as the primary point of contact for assigned employee benefits clients, providing proactive, responsive, and consultative service.
• Build and maintain strong client relationships by understanding organizational objectives, benefit goals, and ongoing service needs.
• Lead annual renewal activities, including pre-renewal planning, carrier marketing, renewal analysis, and open enrollment execution.
• Develop and implement carrier renewal strategies that align with client needs, budget considerations, and benefit objectives.
• Prepare and present renewal analyses, spreadsheets, benefit comparisons, and supporting recommendations.
• Create and distribute enrollment materials, benefit guides, employee communications, and other client-facing resources.
• Manage post-renewal implementation activities, ensuring plan changes, enrollment updates, and carrier records are completed accurately and timely.
• Communicate with clients, carriers, vendors, and internal teams to resolve claims, billing, eligibility, enrollment, and policy-related issues.
• Maintain accurate client records, renewal documentation, policy information, and account activity within agency management and CRM systems.
• Process new business, policy changes, additional lines of coverage, and related account servicing requests.
• Conduct claims reviews and identify trends, cost drivers, and opportunities to improve plan performance.
• Assist clients and employees with claims issues, appeals, ID card requests, benefit inquiries, and carrier coordination.
• Support employee enrollment updates, eligibility changes, and ongoing benefit administration.
• Deliver client education sessions and support benefit communication strategies that improve employee understanding and engagement.
• Identify opportunities to improve workflows, strengthen service delivery, and enhance the overall client experience.

Qualifications and Requirements:

• 2+ years of experience in employee benefits, account management, or client service within the insurance industry.
• Active Virginia Life & Health insurance license required.
• High school diploma or GED required; Associate or Bachelor's degree in Business Administration or a related field preferred.
• Strong understanding of employee benefits programs, plan designs, enrollment processes, and compliance considerations.
• Proven ability to build and maintain strong client relationships while delivering responsive, high-quality service.
• Excellent written and verbal communication skills with a consultative, client-focused approach.
• Strong organizational and project management skills with the ability to manage multiple priorities and deadlines.
• Strong analytical, critical-thinking, and problem-solving abilities.
• Proficiency with Microsoft Office Suite, CRM systems, and benefits or agency management platforms.
• High attention to detail and accuracy in documentation, data entry, and account servicing.
• Ability to collaborate effectively with clients, carriers, vendors, and internal team members.
• Commitment to maintaining confidentiality and adhering to professional and ethical standards.

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. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 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.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide continual learning and enhanced career opportunities for our dedicated, 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:

• 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) with employer match

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.