Benefits Account Manager: Renewal & Client Advocate

Patriot Growth Insurance Services, LLC; Melville (NY); On-site; USD 88,000 - 98,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Paid time off and holidays

Wellness programs

Job summary

Patriot Growth Insurance Services, LLC seeks an Employee Benefits Account Manager to steward a portfolio of clients, drive renewal strategy, and coordinate benefit programs. You will analyze plans, compare carrier options, and provide clear recommendations to optimize cost and coverage.

Join a team that partners with producers, consultants, and carriers to deliver proactive service and compliant, client-focused solutions. Strong communication and project management are essential in this role.

Qualifications

• 3+ years of progressive employee benefits account management experience within a brokerage, consulting, or agency environment.
• Experience managing renewals, evaluating carrier proposals, developing client recommendations, and coordinating benefit plan implementations.
• New York Life, Accident & Health Insurance License.
• Knowledge of ACA, ERISA, COBRA, HIPAA, Section 125 plans, and related regulations.
• Strong client relationship and problem-solving skills with responsive service and advocacy.
• Ability to work independently and coordinate projects with multiple stakeholders.

Responsibilities

• Serve as the primary day-to-day contact for assigned employee benefits clients, developing a thorough understanding of their goals and strategies.
• Establish renewal and service timelines, coordinating responsibilities and deliverables across clients, carriers, producers, consultants, and internal teams.
• Analyze client data to evaluate plan performance and identify opportunities for cost containment and improvements.
• Develop and distribute RFPs, solicit carrier quotes, and conduct market analyses for new and renewal business.
• Evaluate carrier proposals, funding arrangements, plan designs, and pricing to align with client goals and budgets.
• Lead meetings to present renewal results, discuss market conditions, and negotiate favorable terms with carriers.
• Coordinate implementation of new and renewed programs, including enrollment and employee communications.

Skills

Renewal strategy

Carrier marketing

Plan analysis

Client relationship management

ACA/ERISA knowledge

Communication skills

Education

Bachelor's or Associate's degree

High school diploma or equivalent

Tools

Agency management systems

Carrier platforms

Microsoft Office

Job description

Patriot Growth Insurance Services, LLC seeks an Employee Benefits Account Manager to steward a portfolio of clients, drive renewal strategy, and coordinate benefit programs. You will analyze plans, compare carrier options, and provide clear recommendations to optimize cost and coverage.

Join a team that partners with producers, consultants, and carriers to deliver proactive service and compliant, client-focused solutions. Strong communication and project management are essential in this role.