Employee Benefits Account Manager

Patriot Growth Insurance Services; New York (NY); Hybrid; USD 90,000 - 100,000; Full time

Benefits offered by this job

Medical plan options

Virtual medical and mental healthcare

Disability coverage

Parental leave

Personalized PTO

401(k) company match

Employee Assistance Program

Job summary

Patriot Growth Insurance Services is seeking an Employee Benefits Account Manager who will act as a strategic partner for mid-to-large group clients. You will manage renewals, analyze self-funded data, and advise on plan design and compliance while collaborating with carriers and internal teams.

The role emphasizes data-driven recommendations, proactive service, and long-term client partnerships across ERISA environments. Excellent communication and organizational skills are essential.

Qualifications

• Bachelor's degree or equivalent combination of education and professional experience.
• Active resident and non-resident insurance licenses.
• Minimum of five years of experience managing large group employee benefits accounts.
• Two or more years of consultative experience supporting self-funded benefit plans.
• Strong understanding of group insurance products, funding arrangements, renewal methodologies, and compliance.

Responsibilities

• Manage a book of mid-to-large group employee benefits clients with proactive service and ongoing account management.
• Lead annual renewal processes by gathering census and claims data and negotiating with carriers.
• Analyze claims and financial data for self-funded and alternative funding arrangements.
• Consult with clients on plan design, funding strategies, compliance, and long-term benefits planning.
• Partner with carriers, vendors, and internal stakeholders to resolve complex service issues.
• Support ERISA compliance by preparing plan documents and Form 5500 filings.
• Identify cross-sell and up-sell opportunities to grow the book of business.
• Mentor junior team members and contribute to process improvements.
• Maintain accurate client records in CRM systems.

Skills

Relationship-focused

Analytical

Proactive

Organized

Collaborative

Client-centered

Adaptable

Strong communication

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Agency management systems

Salesforce

Zywave

Zendesk

Job description

Why This Role Matters

As an Employee Benefits Account Manager with We Insure Risk, you'll serve as a strategic partner to mid-to-large group clients, helping them navigate the increasingly complex benefits landscape with confidence. This role combines consultative expertise, data-driven recommendations, and proactive service to help clients achieve their benefits and business objectives while strengthening long-term partnerships.

You’ll manage a diverse book of business, working closely with employers, carriers, vendors, and internal team members to deliver innovative solutions, support compliance requirements, and drive client success. Your expertise in large group and self-funded benefit programs will position you as a trusted advisor and a valuable resource for both clients and colleagues.

How You'll Make an Impact

• Manage a book of mid-to-large group employee benefits clients, providing proactive service, strategic consultation, and ongoing account management.
• Lead annual renewal processes by gathering census and claims data, evaluating market options, preparing renewal strategies, and negotiating with carriers.
• Analyze claims and financial data for self-funded and alternative funding arrangements, presenting meaningful insights and recommendations to clients.
• Consult with clients on benefit plan design, funding strategies, compliance requirements, and long-term benefits planning.
• Partner with carriers, vendors, general agents, and internal stakeholders to resolve complex service issues and maintain strong client satisfaction.
• Support ERISA compliance by preparing and reviewing plan documents, wrap documents, and Form 5500 filings.
• Identify cross-sell and up-sell opportunities that align with client needs and support account growth.
• Mentor junior team members, share industry expertise, and contribute to process improvement initiatives across the organization.
• Maintain accurate client records and activity documentation within CRM systems to ensure exceptional service delivery.

Who You Are

• Relationship-focused and committed to becoming a trusted advisor to your clients.
• Analytical and detail-oriented, with the ability to translate data into actionable business recommendations.
• Proactive in identifying challenges, opportunities, and strategic solutions.
• Highly organized and effective at managing competing priorities in a fast-paced environment.
• Collaborative and supportive, with a willingness to share expertise and help develop teammates.
• Responsive and client-centered, with a strong commitment to service excellence.
• Adaptable and committed to continuous learning in the evolving employee benefits landscape.

What You Bring

Day One:

• Bachelor's degree or equivalent combination of education and professional experience.
• Active resident and non-resident insurance licenses.
• Minimum of five years of experience managing large group employee benefits accounts.
• Two or more years of consultative experience supporting self-funded benefit plans.
• Strong understanding of group insurance products, funding arrangements, renewal methodologies, and employee benefits compliance.
• Experience leading renewals, carrier negotiations, and strategic benefits planning.
• Proficiency with Microsoft Office applications and agency management systems.
• Strong written, verbal, and presentation communication skills.
• Ability to interpret claims, utilization, and financial data to support client recommendations.

Valuable Additions:

• Experience supporting self-funded, level-funded, and alternative funding arrangements.
• Experience with Salesforce, Zywave, Zendesk, and employee benefits quoting platforms.
• Prior experience mentoring account management or service team members.
• Advanced knowledge of ERISA compliance, plan documentation, and Form 5500 reporting.
• Demonstrated success identifying growth opportunities within an existing book of business.
• Experience serving as a subject matter expert for employee benefits products and services.

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.

About We Insure Risk

At We Insure Risk, we are a team of industry experts driven by a shared commitment to teamwork, integrity, accomplishment, and creativity. Our success is rooted in our collaborative approach, allowing us to develop innovative solutions that protect what matters most to our clients. We don’t just think outside the box; we break it! Our mission is to provide creative strategies that effectively mitigate risk and advocate for our clients' best interests. By challenging the status quo and turning the industry upside down, we strive to redefine what is possible in insurance. Together, we embrace our values of passion and creativity to deliver tailored solutions that make a real difference.

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

$90,000 - $100,000 USD