Benefits Renewal & Client Relations Manager

Patriot Growth Insurance Services LLC; Fairfax (VA); On-site; USD 50,000 - 67,000; Full time

Benefits offered by this job

Medical plan options

Virtual medical and mental healthcare

Employer-paid disability insurance

Paid parental leave

Personalized PTO with flexible accrual

401(k) match

Employee Assistance Program

Job summary

Patriot Growth Insurance Services is seeking a Benefits Account Manager in the United States, Virginia, Fairfax. You will manage client benefit programs, coordinate renewals, and communicate options to employees and employers, ensuring accurate records and effective carrier strategies.

Day-to-day you will build relationships, explain plan choices, prepare renewal analyses, and create enrollment materials. The role emphasizes responsiveness, accuracy, and adherence to regulatory guidelines while

Qualifications

• 2+ years of experience in a customer support or account management position within the Employee Benefits Insurance industry.
• Virginia Life and Health Insurance License.
• Understanding of employee benefits programs, benefit types, applicable regulations, emerging trends, and industry best practices.
• Experience building client relationships, understanding individual needs, and providing tailored insurance solutions.
• Strong written and verbal communication skills.
• Strong organizational and project management skills, with close attention to detail.
• Proficiency with CRM systems, Microsoft Office Suite, and other client management and communication tools.
• Commitment to ethical conduct, confidentiality, and staying current on industry trends, regulations, and best practices.

Responsibilities

• Build and maintain strong client relationships, developing a clear understanding of each organization’s benefit goals and objectives.
• Explain the advantages and disadvantages of insurance plan options to help clients make informed decisions.
• Guide clients through annual renewals, including pre-renewal workflows, carrier strategy, open enrollment, and post-renewal adjustments.
• Develop and execute carrier renewal strategies aligned with client needs and objectives.
• Prepare accurate renewal spreadsheet analyses that clearly compare available options.
• Create and distribute benefits guides, renewal documents, enrollment meeting kits, and customized employee communications.
• Support the marketing of client benefit programs and coordinate materials for open enrollment meetings.
• Respond promptly to client questions by phone and email, providing clear guidance throughout the renewal process.

Skills

Client relationships

Communication

Organizational skills

Problem solving

Attention to detail

CRM experience

Proactivity

Education

High school diploma or GED

Tools

CRM systems

Microsoft Office

Job description

Patriot Growth Insurance Services is seeking a Benefits Account Manager in the United States, Virginia, Fairfax. You will manage client benefit programs, coordinate renewals, and communicate options to employees and employers, ensuring accurate records and effective carrier strategies.

Day-to-day you will build relationships, explain plan choices, prepare renewal analyses, and create enrollment materials. The role emphasizes responsiveness, accuracy, and adherence to regulatory guidelines while