Strategic Benefits Account Manager – Large Group

Patriot Growth Insurance Services, LLC; Poland; Remote; PLN 335,000 - 372,000; Full time

Benefits offered by this job

Medical plan options

Mental health support services

401(k) company match

Job summary

Patriot Growth Insurance Services is seeking an Employee Benefits Account Manager for We Insure Risk. You will serve as a strategic partner to mid-to-large group clients, offering data-driven recommendations and proactive service to meet benefits and business goals.

You will manage a diverse client book, coordinate with carriers and vendors, and support ERISA compliance while identifying growth opportunities and mentoring teammates.

Qualifications

• Bachelor's degree or equivalent combination of education and professional experience.
• Active resident and non-resident insurance licenses.
• Minimum of five years of experience managing large group employee benefits accounts.
• Two or more years of consultative experience supporting self-funded benefit plans.
• Strong understanding of group insurance products, funding arrangements, renewal methodologies, and employee benefits compliance.
• Experience leading renewals, carrier negotiations, and strategic benefits planning.
• Proficiency with Microsoft Office applications and agency management systems.
• Strong written, verbal, and presentation communication skills.
• Ability to interpret claims, utilization, and financial data to support client recommendations.

Responsibilities

• Manage a book of mid-to-large group employee benefits clients with proactive service and ongoing account management.
• Lead annual renewal processes by gathering census and claims data, evaluating market options, and negotiating with carriers.
• Analyze claims and financial data for self-funded and alternative funding arrangements, presenting insights and recommendations.
• Advise clients on benefit plan design, funding strategies, compliance requirements, and long-term benefits planning.
• Collaborate with carriers, vendors, general agents, and internal stakeholders to resolve complex service issues and maintain client satisfaction.
• Support ERISA compliance by preparing and reviewing plan documents, wrap documents, and Form 5500 filings.
• Identify cross-sell and up-sell opportunities to grow the book of business.
• Mentor junior team members and contribute to process improvements across the organization.
• Maintain accurate client records and activity documentation within CRM systems.

Job description

Patriot Growth Insurance Services is seeking an Employee Benefits Account Manager for We Insure Risk. You will serve as a strategic partner to mid-to-large group clients, offering data-driven recommendations and proactive service to meet benefits and business goals.

You will manage a diverse client book, coordinate with carriers and vendors, and support ERISA compliance while identifying growth opportunities and mentoring teammates.