Employee Benefits Account Manager (Remote)

Patriot Growth Insurance Services, LLC; Melville (NY); Remote; USD 80,000 - 90,000; Full time

Job summary

An innovative firm is seeking a Large Group Employee Benefits Account Manager to join their remote team. In this role, you will be the primary contact for clients, ensuring exceptional service and satisfaction with their employee benefit offerings. You will collaborate with Producers to manage accounts, negotiate renewals, and enhance benefits packages. This position offers a competitive salary and a comprehensive benefits package, including medical, dental, and 401(k). If you're passionate about employee benefits and thrive in a team-driven environment, this opportunity is perfect for you.

Benefits

Comprehensive health and welfare package

Medical and dental insurance

401(k)

Paid parental leave

Paid time off (PTO)

Employee assistance program

Disability insurance

Life insurance

Qualifications

• 4-6 years of experience managing self-funded, large group accounts.
• Must possess a NY Life & Health license.

Responsibilities

• Partner with clients to achieve long-term employee benefits goals.
• Negotiate annual renewals and manage client communications.

Skills

Account Management

Interpersonal Skills

Communication Skills

Negotiation

Problem Solving

Education

NY Life & Health License

4-6 years of Account Management experience

Tools

Employee Navigator

Microsoft Office Suite

Job description

About JM Brassill Group, A Division of Patriot Growth Insurance Services: JM Brassill Group Inc. is a New York based employee benefit insurance and consulting firm. Our commitment to this insurance specialty distinguishes us from our competitors who sell multiple lines of insurance coverage. We are dedicated to establishing ourselves as a well-respected firm in the insurance industry that specializes in the employee benefit arena. We are guided by the principles of honesty and fair play.

Position Overview: We are seeking an experienced Large Group Employee Benefits Account Manager to join our growing team! As the Account Manager, you will ensure the delivery of exceptional service to clients and prospects by acting as their primary contact and actively managing their accounts. You will collaborate with our Producers to ensure overall client satisfaction with their employee benefit offerings and handle clients’ day-to-day needs.

Work Arrangement: This is a fully remote position supporting our office in Melville, NY. Computer equipment will be provided upon hire.

Professional Responsibilities:

1. Partner with clients to identify their long-term employee benefits goals and develop strategic plans to achieve them.
2. Plan, execute, and drive benefits plan renewals with Producers to ensure timely renewals.
3. Assist with daily client needs promptly.
4. Negotiate annual renewals with carriers, select renewal plans, and perform other renewal functions as needed.
5. Present clients with options to enhance their benefits packages, including voluntary benefits and cross-selling opportunities.
6. Ensure smooth implementation and transition processes for carrier changes, communicating major issues or changes.
7. Manage renewal checklists and meet with Producers to discuss timelines.
8. Conduct employer presentations via phone, webinar, or in-person in a professional and informative manner.
9. Assess client understanding and feedback during meetings, adjusting approaches accordingly.
10. Identify and resolve problems quickly, meeting client expectations with timely solutions.
11. Respond proactively to potential issues and assist with escalated employee benefit concerns.
12. Document meetings and contacts in CRM systems to ensure follow-up and communication.
13. Maintain clear communication within the team regarding client issues, renewals, and proactive work.
14. Foster positive team relationships, offering encouragement and promoting engagement.

Qualifications And Requirements:

1. 4-6 years of Account Management experience with self-funded, large groups.
2. Occasional travel for in-person client meetings.
3. NY Life & Health license.
4. Experience with Employee Navigator preferred.
5. Excellent interpersonal and communication skills (oral and written).
6. Proficient in Microsoft Office Suite.
7. Passion for team-driven success and industry leadership.
8. Ability to build and maintain effective relationships with peers and clients.
9. Authorized to work in the U.S. without sponsorship.

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm partnering with agencies across the U.S. Ranked 24th largest broker by Business Insurance and listed on the 2023 Inc. 5000, Patriot employs over 2,000 people across 160+ locations. We are committed to operational excellence, growth, and creating career opportunities in a collaborative environment.

Benefits: Alongside a competitive salary, we offer a comprehensive health and welfare package, including medical, dental, vision, FSA/HSA, disability insurance, life insurance, employee assistance, paid parental leave, holidays, PTO, and 401(k).

Pay Range: $80,000 - $90,000, based on experience. Salary offers will be determined through a detailed analysis considering experience, education, certifications, and seniority, in compliance with pay transparency laws.

Patriot is an equal opportunity employer committed to diversity and inclusion. We prohibit discrimination and harassment of any kind. Employment decisions are based solely on qualifications, merit, and business needs. For more details, see our EEO and DE&I Policy on our website.