Employee Benefits Account Executive — Client Partnerships

Patriot Growth Insurance Services, LLC; Cheshire, Northern (CT, KY); Híbrido; USD 108.000 - 132.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, vision insurance

401(k) with company match

Paid time off and holidays

Descripción de la vacante

Patriot Growth Insurance Services in Cheshire, CT is seeking an Employee Benefits Account Executive to partner with clients on benefit decisions, renewals, policy changes, and service needs. You will manage the client lifecycle, coordinate with Producers and carrier partners, and ensure timely renewals and accurate policy information.

You will build strong client relationships, assess needs, recommend benefits solutions, and communicate regulatory updates and market trends.

Formación

• Active Life and Health Insurance license.
• 5+ years in sales, account management, or customer service.
• Strong knowledge of employee benefits programs and regulations.
• Experience building and maintaining client relationships.
• Experience managing employee benefits accounts, renewals, policy changes, and ongoing client service activities.
• Strong written and verbal communication.

Responsabilidades

• Serve as the primary contact for assigned employee benefits clients and build strong relationships.
• Assess client needs with Producers to recommend benefits products and strategies.
• Manage the full renewal process including carrier marketing and timely renewals.
• Support client retention through proactive communication and identifying needs.
• Keep clients informed of policy changes, market developments, and regulatory updates.
• Conduct regular account reviews to evaluate coverage adequacy.
• Oversee policy administration and maintain accurate documentation.
• Collaborate with Producers and internal teams to resolve complex issues.
• Assist colleagues with materials and account support activities.
• Identify workflow improvements to enhance efficiency and client experience.
• Ensure HIPAA and confidentiality in handling sensitive information.
• Maintain knowledge of regulations and industry best practices.

Conocimientos

Relationship management

Account management

Sales experience

Communication

Organization

Problem solving

HIPAA compliance

Herramientas

CRM systems

Agency Management Systems

Microsoft Office

Descripción del empleo

Patriot Growth Insurance Services in Cheshire, CT is seeking an Employee Benefits Account Executive to partner with clients on benefit decisions, renewals, policy changes, and service needs. You will manage the client lifecycle, coordinate with Producers and carrier partners, and ensure timely renewals and accurate policy information.

You will build strong client relationships, assess needs, recommend benefits solutions, and communicate regulatory updates and market trends.