Strategic Benefits Account Manager for Large Groups

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

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.