Employee Benefits Account & Renewal Specialist

Patriot Growth Insurance Services; Cheshire (CT); Hybrid; USD 120.000 - 130.000; Vollzeit

Benefits dieser Stelle

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Match

Personalized PTO

Paid Holidays

Zusammenfassung

Patriot Growth Insurance Services in Cheshire, CT is seeking an Employee Benefits Account Executive. You will serve as a trusted partner to clients, guiding benefit decisions, renewals, and service needs while collaborating with producers and carrier partners to deliver practical solutions.

You will manage client lifecycles, handle renewals, policy changes, claims questions, and ensure HIPAA compliance. Strong communication and organizational skills are essential to build lasting relationships

Qualifikationen

• Active Life and Health Insurance license.
• 5+ years of experience in a sales, account management, or customer service position.
• Comprehensive knowledge of employee benefits programs, including benefit plan types, applicable regulations, industry practices, and emerging trends.
• Experience building and maintaining strong client relationships and identifying solutions based on each client's unique needs.
• Experience managing employee benefits accounts, renewals, policy changes, and ongoing client service activities.
• Strong written and verbal communication skills.
• Strong organizational skills with the ability to manage multiple priorities, projects, and deadlines accurately.
• Critical thinking and problem-solving skills with the ability to evaluate complex scenarios and develop effective solutions.
• Ability to collaborate effectively with Producers, carriers, clients, and internal team members.
• Proficiency with Customer Relationship Management systems, Agency Management Systems, Microsoft Office Suite, and other client management tools.
• Ability to identify process improvements and support more efficient workflows.
• Commitment to maintaining confidentiality and handling sensitive employee and client information appropriately.
• Commitment to staying current on employee benefits regulations, market developments, and industry best practices.

Aufgaben

• Primary point of contact for assigned employee benefits clients, building strong relationships and understanding their organizational goals and coverage needs.
• Partner with Producers to assess client needs and recommend employee benefits products, coverages, and strategies aligned with each client's objectives.
• Manage the full renewal process for assigned accounts, including carrier marketing, updating renewal information in the Agency Management System, and securing timely and accurate renewals.
• Support client retention by maintaining proactive communication, identifying emerging needs, and helping clients evaluate appropriate coverage strategies.
• Keep clients informed of policy changes, market developments, regulatory updates, and other relevant industry trends.
• Conduct regular account reviews to evaluate coverage adequacy and identify opportunities to strengthen benefit programs.
• Oversee policy administration by processing changes, assisting with claims concerns, and maintaining accurate documentation throughout the policy lifecycle.
• Collaborate with Producers and internal team members to resolve complex account issues and support effective client management.
• Assist colleagues with materials, document review, and other account support activities to help deliver consistent, high-quality client service.
• Identify opportunities to improve workflows, strengthen operational efficiency, and enhance the overall client experience.
• Ensure protected health information and other sensitive client information are handled in accordance with HIPAA requirements and company standards.
• Maintain current knowledge of employee benefits regulations, market trends, and industry best practices, and share relevant insights with clients and colleagues.

Kenntnisse

Employee Benefits

Account Management

Sales Experience

CRM Systems

Agency Management Systems

Microsoft Office

Ausbildung

Life and Health Insurance License

Tools

Agency Management Systems

Microsoft Office Suite

Jobbeschreibung

Patriot Growth Insurance Services in Cheshire, CT is seeking an Employee Benefits Account Executive. You will serve as a trusted partner to clients, guiding benefit decisions, renewals, and service needs while collaborating with producers and carrier partners to deliver practical solutions.

You will manage client lifecycles, handle renewals, policy changes, claims questions, and ensure HIPAA compliance. Strong communication and organizational skills are essential to build lasting relationships