Strategic Employee Benefits Partner (Hybrid)

Patriot Growth Insurance Services, LLC

Cheshire (CT)

Hybrid

USD 120,000 - 130,000

Full time

6 days ago
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Benefits offered by this job

Medical plans
Virtual healthcare
Disability coverage
Parental leave
Personalized PTO
401(k) match
EAP

Job summary

Patriot Growth Insurance Services in Cheshire, CT is seeking an Employee Benefits Account Executive to serve as a trusted partner for clients, guiding renewal strategy, benefits questions, claims concerns, and ongoing service needs.

You will manage the client lifecycle, collaborate with Producers and carrier partners, and ensure accurate policy information while delivering responsive, knowledgeable service tailored to each client's goals. Hybrid, full-time role with strong growth potential.

Qualifications

  • Active Life and Health Insurance license is required.
  • 5+ years in sales, account management, or customer service.
  • Comprehensive knowledge of employee benefits programs and trends.
  • Experience building and maintaining strong client relationships.
  • Strong written and verbal communication skills.

Responsibilities

  • Serve as primary contact for assigned employee benefits clients.
  • Partner with Producers to assess client needs and recommend benefits.
  • Manage full renewal process including carrier marketing and renewals.
  • Support client retention through proactive communication and renewals insight.
  • Inform clients about policy changes, market trends, and regulatory updates.
  • Conduct regular account reviews to evaluate coverage and identify improvements.
  • Oversee policy administration and assist with claims concerns.
  • Collaborate with internal teams to resolve complex issues.
  • Assist colleagues with materials and account support activities.
  • Identify opportunities to improve workflows and service delivery.
  • Handle confidential information per HIPAA and company standards.

Skills

Life and Health license
5+ years experience
Employee benefits knowledge
Client relationships
Communication skills
CRM/AMS proficiency
Microsoft Office

Tools

CRM systems
Agency Management Systems
Microsoft Office

Job description

Patriot Growth Insurance Services in Cheshire, CT is seeking an Employee Benefits Account Executive to serve as a trusted partner for clients, guiding renewal strategy, benefits questions, claims concerns, and ongoing service needs.

You will manage the client lifecycle, collaborate with Producers and carrier partners, and ensure accurate policy information while delivering responsive, knowledgeable service tailored to each client's goals. Hybrid, full-time role with strong growth potential.

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