Benefits Strategy & Renewal Lead

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

Benefits offered by this job

Medical plan options

Virtual healthcare for employees and +

Disability coverage

Parental leave

PTO with flexible accruals

401(k) company match

Employee Assistance Program

Job summary

Patriot Growth Insurance Services is seeking an Employee Benefits Account Manager to serve as the trusted advisor for an assigned client portfolio. You will lead renewal strategy, analyze plans, coordinate carrier quotes, and implement benefit programs while ensuring a high-touch, compliant client experience.

You will collaborate with producers, consultants, carriers, and internal teams, providing proactive guidance on ACA/ERISA compliance and funding options.

Qualifications

• 3+ years of progressive employee benefits account management experience within a brokerage, consulting, or agency environment.
• Knowledge of employee benefits products (medical, dental, vision, life, disability, voluntary benefits, wellness).
• Understanding of fully insured, level-funded, and self-funded plans and funding strategies.
• Knowledge of ACA, ERISA, COBRA, HIPAA, Section 125 and related regulations.
• Ability to analyze claims experience, utilization trends, and vendor proposals to present clear analyses.
• Strong client relationship and problem-solving skills with responsive service focus.
• Ability to work independently and coordinate projects with producers, consultants, carriers, vendors, and internal teams.
• Strong written, verbal, presentation, and interpersonal communication skills.
• Project management skills and organizational discipline.
• Proficiency with agency management systems, carrier platforms, and MS Office.
• Discretion and judgment with confidential information.

Responsibilities

• Lead renewal strategy and carrier marketing for assigned clients.
• Coordinate plan analyses, funding options, and implementation activities.
• Prepare and present comparative benefit, funding, and cost analyses.
• Lead client meetings to discuss renewals, market conditions, and strategies.
• Negotiate with carriers and vendors for favorable terms.
• Ensure accurate enrollment, communications, and eligibility administration.
• Provide ongoing guidance on ACA, ERISA, COBRA, HIPAA, and 125 plans.
• Maintain client records and documentation across systems.

Skills

Client relationship management

Renewal strategy

Carrier marketing

Plan analysis

Ongoing service

Communication skills

Organizational skills

MS Office

Agency systems familiarity

Discretion with confidential info

Education

High school diploma or equivalent

Bachelor's degree in Business Administration / HR / Risk Management / Insurance / Finance

Tools

Agency management systems

Carrier platforms

Microsoft Office

Job description

Patriot Growth Insurance Services is seeking an Employee Benefits Account Manager to serve as the trusted advisor for an assigned client portfolio. You will lead renewal strategy, analyze plans, coordinate carrier quotes, and implement benefit programs while ensuring a high-touch, compliant client experience.

You will collaborate with producers, consultants, carriers, and internal teams, providing proactive guidance on ACA/ERISA compliance and funding options.