Employee Benefits Account Manager

Patriot Growth Insurance Services; Cheshire (CT); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

401(k) match

Parental leave

Personalized PTO

Job summary

Patriot Growth Insurance Services in Cheshire, CT is seeking an Employee Benefits Account Manager to serve as a trusted advisor, managing a portfolio of employee benefits clients and driving renewals, open enrollment, and client strategy throughout the year.

The role requires 3+ years in employee benefits account management, strong MS Office skills, and excellent communication. The position offers hybrid or in-office work with a competitive salary and comprehensive benefits.

Qualifications

• 3+ years of employee benefits account management or related client service experience.
• Experience managing renewals, open enrollment, benefits administration, and carrier marketing processes.
• Strong proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.
• Excellent verbal and written communication skills.
• Strong organizational and time management skills with the ability to manage multiple client priorities.
• Professional relationship-building and interpersonal skills.
• Ability to work independently while collaborating effectively across teams.

Responsibilities

• Be the primary contact for an assigned book of employee benefits clients.
• Lead renewal and open enrollment activities, including employee presentations and carrier coordination.
• Analyze renewal options, contribution strategies, benchmarking data, and claims reporting.
• Coordinate RFP processes, carrier submissions, and internal workflows for timely marketing and renewal execution.
• Deliver proactive consultative service by resolving issues and identifying opportunities.
• Partner with producers, carriers, and internal teams to uncover cross-selling opportunities and growth.

Skills

Benefits account management

MS Office Suite

Verbal communication

Written communication

Time management

Relationship building

Team collaboration

Education

Bachelor's degree or equivalent

Tools

Zywave CRM

Job description

Patriot Growth Insurance Services| Cheshire, CT | Hybrid or In-Office | Full-Time

Why This Role Matters

As an Employee Benefits Account Manager, you'll serve as a trusted advisor to clients while helping them navigate complex benefits decisions, renewal strategies, and open enrollment initiatives. Your work directly supports client retention, service excellence, and long-term growth by ensuring every client receives responsive, consultative support that helps them meet their employee benefits goals.

In this role, you'll manage a portfolio of employee benefits clients and collaborate closely with producers, benefit consultants, carriers, and internal service teams. You'll leverage your expertise in benefits administration, renewals, carrier marketing, and client strategy to deliver meaningful outcomes and strengthen client relationships throughout the year.

How You'll Make an Impact

• Build trusted relationships as the primary point of contact for an assigned book of employee benefits clients.
• Lead renewal and open enrollment activities, including employee presentations, client education, carrier coordination, and policy administration.
• Analyze renewal options, contribution strategies, benchmarking data, and claims reporting to help clients make informed benefits decisions.
• Coordinate RFP processes, carrier submissions, and internal workflows to ensure timely and accurate marketing and renewal execution.
• Deliver proactive consultative service by resolving issues, answering questions, and identifying opportunities to enhance the client experience.
• Partner with producers, carriers, and internal teams to uncover cross-selling opportunities and support agency growth initiatives.

Who You Are

• Relationship-focused and committed to delivering exceptional client service.
• Organized and able to manage multiple priorities while meeting deadlines and maintaining accuracy.
• A strong communicator who can explain complex benefits concepts clearly and confidently to diverse audiences.
• Consultative in your approach, balancing client needs with strategic recommendations.
• Detail-oriented when reviewing proposals, contracts, benefit communications, and supporting documentation.
• Collaborative, dependable, and eager to contribute to team success.
• Motivated to stay current on industry trends, carrier offerings, and regulatory developments.

What You Bring

Day One:

• 3+ years of employee benefits account management, consulting, or related client service experience.
• Experience managing employee benefits renewals, open enrollment activities, benefits administration, and carrier marketing processes.
• Strong proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.
• Excellent verbal and written communication skills.
• Strong organizational and time management skills with the ability to manage multiple client priorities.
• Professional relationship-building and interpersonal skills.
• Ability to work independently while collaborating effectively across teams.

Valuable Additions:

• Active Life & Health insurance license or the ability to obtain one within 30 days of hire.
• Experience supporting self-funded clients, including claims reporting, contribution modeling, and benchmarking.
• Experience with agency management systems and CRM platforms, including Zywave.
• Bachelor's degree or an equivalent combination of education and relevant professional experience.
• Knowledge of employee benefits compliance requirements and industry best practices.

Real Benefits for Real Life

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.

Highlights Include:

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Paid parental leave
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
• Competitive 401(k) company match to help you build your financial future
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support

About Patriot Growth Insurance Services

At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.

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. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them.

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.

Pay Range: Posted below*
*Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.

Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.

Pay Range

$75,000 - $85,000 USD