Benefits Account Manager: Renewal Strategy & Client Success

Patriot Growth Insurance Services

Taunton (MA)

Hybrid

USD 55,000 - 65,000

Full time

14 days+
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Benefits offered by this job

Medical plans
Free virtual care (medical/mental)
Disability coverage (short/long term)
Parental leave
PTO & sick leave with flexible accrual
401(k) with company match
Employee Assistance Program

Job summary

Patriot Growth Insurance Services in Taunton, MA is seeking an Employee Benefits Account Manager to manage a book of business, guide renewal strategies, support open enrollment, and collaborate with producers, consultants, carriers, and internal teams to create positive outcomes for clients and their employees.

This role emphasizes building trusted client relationships, proactive problem solving, and expanding client value within a hybrid in-office environment.

Qualifications

  • Experience in employee benefits account management, consulting, or related client service role.
  • Strong knowledge of employee benefits administration, renewals, and carrier interactions.
  • Ability to manage multiple client accounts and prioritize deadlines effectively.
  • Excellent written, verbal, and interpersonal communication skills.

Responsibilities

  • Serve as the primary advisor and day-to-day contact for assigned employee benefits clients, building long-term relationships and delivering responsive support.
  • Lead open enrollment planning and execution, including employee education, presentations, communications, and ongoing policy administration.
  • Partner with Producers, Benefit Consultants, carriers, and internal service teams to deliver tailored benefit solutions and exceptional client experiences.
  • Analyze renewal options, develop contribution models, conduct benchmarking, and prepare claims reporting for self-funded clients.
  • Coordinate RFP processes, carrier submissions, and internal workflows to ensure deadlines and service commitments are met.
  • Identify cross-selling and growth opportunities within existing client accounts to strengthen relationships and expand service offerings.

Skills

Employee benefits
Open enrollment planning
Client service
MS Office

Education

Bachelor's degree in Business, Insurance, or a related field

Tools

Zywave

Job description

Patriot Growth Insurance Services in Taunton, MA is seeking an Employee Benefits Account Manager to manage a book of business, guide renewal strategies, support open enrollment, and collaborate with producers, consultants, carriers, and internal teams to create positive outcomes for clients and their employees.

This role emphasizes building trusted client relationships, proactive problem solving, and expanding client value within a hybrid in-office environment.

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