Employee Benefits Account Executive

Patriot Growth Insurance Services, LLC; Southlake (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Benefits

Flexible Spending Account (FSA)

Company paid Short-Term and Long-Term Disability

Paid Parental Leave

401(k)

Personalized PTO

Personalized PTO

401(k)

Job summary

A national insurance services firm is seeking an Employee Benefits Account Executive to manage accounts and ensure client satisfaction. The ideal candidate will have a Texas Life & Health Insurance license and 5+ years of relevant experience. Responsibilities include account management, client relationship building, and compliance. This full-time position is based in San Antonio, TX, offering a competitive salary and comprehensive benefits.

Qualifications

• Possess an active Life & Health Insurance license in Texas.
• 5+ years of experience in Employee Benefits for an independent agency.
• Proficient in Microsoft Office and benefit administration systems.
• Exceptional customer service track record.
• Collaborative team player with strong communication skills.

Responsibilities

• Manage employee benefits accounts and renewals.
• Build and maintain client relationships.
• Collaborate with internal teams to deliver services.
• Resolve client issues promptly.
• Ensure compliance with regulations.
• Conduct market analysis for client advice.
• Prepare and deliver client presentations.
• Assist clients with coverage options and enrollments.
• Maintain records of client interactions.

Skills

Client Relationship Management

Team Collaboration

Problem Solving

Proficient with Microsoft Office

Excellent Communication Skills

Education

Active Life & Health Insurance license

5+ years of relevant work experience

Tools

Benefit Administration Systems

Benefits systems

Job description

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s model delivers resources and strategic support to its partner agencies and fosters career opportunities for its team.

Position Overview

We are seeking a dynamic and experienced Employee Benefits Account Executive to join our team. The ideal candidate will lead all aspects of servicing our employee benefits accounts, ensuring client satisfaction and retention. This role requires a proactive approach, strong communication skills, and the ability to work effectively with a team.

Work Arrangement

This is a full-time position working in our office located in San Antonio, TX.

Responsibilities

• Account Management: Lead the service of employee benefits accounts, including renewals, plan design, and day-to-day client inquiries.
• Client Relationship: Build and maintain strong relationships with clients, understanding their needs and providing tailored solutions.
• Team Collaboration: Work closely with internal teams, including account managers, underwriters, and support staff, to deliver exceptional service.
• Problem Solving: Address and resolve client issues promptly and effectively, ensuring a high level of client satisfaction.
• Compliance: Ensure all client accounts comply with relevant regulations and industry standards.
• Market Analysis: Stay informed about industry trends, market conditions, and competitor offerings to provide clients with the best possible advice.
• Presentations: Prepare and deliver presentations to clients on plan options, benefits, and other relevant topics.
• Enrollments: Meet with clients and their employees to explain coverage options and assist with annual plan enrollments.
• Documentation: Maintain accurate and up-to-date records of client interactions, plan details, and other relevant information.

Qualifications And Requirements

• Possess an active Life & Health Insurance license (state of Texas)
• 5+ years of relevant work experience in Employee Benefits for an independent agency
• Proficient with the use of Microsoft Office Suite tools and benefit administration systems
• Demonstrated success in providing exceptional customer service effectively
• Collaborative and works well in a team environment
• Excellent interpersonal and communication skills (both written and oral)

Job Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Strategy/Planning and Information Technology
• Industry: Insurance

Why Patriot Growth Insurance Services

We offer the opportunity to be part of a fast-growing insurance company and a flexible, collaborative environment. Our goal is to provide enhanced career opportunities for our dedicated and professional team. In addition to a competitive salary, we offer a comprehensive health and welfare program. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401(k)

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.