Benefits Account Manager - Client Success & Renewals

Patriot Growth Insurance Services, LLC; Ann Arbor (MI); Hybrid; USD 80,000 - 87,000; Full time

Benefits offered by this job

Medical plans

Virtual healthcare

Disability coverage

Parental leave

PTO with no accrual

401(k) match

Dental & vision

EAP

Job summary

Patriot Growth Insurance Services in Ann Arbor, MI, is seeking a Benefits Account Manager to partner with clients on employee benefits, renewals, onboarding, and day-to-day service. You will collaborate with Producers, carriers, and internal teams to deliver accurate plan administration and timely support.

Day One requirements include 1–3 years in employee benefits or related account management, a Michigan Life & Health license, and an associate degree.

Qualifications

• 1 to 3 years of experience in employee benefits, insurance, or a related account management role.
• Active Michigan Life & Health insurance license.
• Associate degree in Business Administration, Human Resources, or a related field.
• Proficiency with Microsoft Office Suite and agency management or CRM systems.
• Strong communication and interpersonal skills with the ability to effectively support client relationships.
• Strong organizational skills, attention to detail, and ability to manage multiple priorities.
• Ability to work collaboratively across teams in a service-focused environment.

Responsibilities

• Serve as the primary contact for assigned employee benefits clients, providing proactive and responsive service throughout the year.
• Manage the full lifecycle of benefit plans, including requests for proposals, renewals, onboarding, implementation, and open enrollment activities.
• Coordinate renewal processes by gathering carrier quotes, evaluating plan options, and supporting recommendations alongside Producers.
• Partner with carriers to resolve claims, eligibility, enrollment, and coverage-related questions efficiently.
• Oversee new client implementations to ensure a smooth transition, accurate plan setup, and successful employee enrollment.
• Prepare and distribute client-facing and employee-facing materials, including benefit guides, enrollment resources, and compliance documentation.
• Maintain accurate account records, plan information, and premium data within agency management and CRM systems.
• Collaborate across teams to ensure a consistent, high-quality client experience and timely issue resolution.

Skills

Client service

Communication

Organization

CRM systems

Microsoft Office

Education

Associate degree in Business Administration or HR

Bachelor’s degree in Business Administration

Tools

CRM systems

Agency management system

Job description

Patriot Growth Insurance Services in Ann Arbor, MI, is seeking a Benefits Account Manager to partner with clients on employee benefits, renewals, onboarding, and day-to-day service. You will collaborate with Producers, carriers, and internal teams to deliver accurate plan administration and timely support.

Day One requirements include 1–3 years in employee benefits or related account management, a Michigan Life & Health license, and an associate degree.