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About the Role
Serve as a trusted advisor to clients, helping them navigate employee benefits programs while delivering high-level service and strategic support. This role is ideal for someone who thrives on building lasting client relationships, managing large-group benefit programs, and creating positive outcomes for employers and their employees. Partner closely with producers, consultants, carriers, and internal teams to support the ongoing success of large employee benefit accounts, ensuring clients receive thoughtful guidance and exceptional service.
Responsibilities
- Manage large-group employee benefit accounts, serving as the primary contact for day-to-day service needs and strategic account support.
- Coordinate annual renewals by preparing proposals, conducting renewal analysis, negotiating with carriers, and overseeing implementation activities.
- Support enrollment, eligibility, billing, claims, and carrier-related issues to ensure a seamless client experience.
- Prepare client-facing presentations, claim reports, and benefit program recommendations.
- Partner with producers and consultants to develop benefit strategies that align with client objectives.
- Drive client retention efforts while identifying opportunities to expand existing account relationships and enhance benefit offerings.
- Maintain accurate records and documentation within agency management systems.
- Support open enrollment meetings and employee communication initiatives.
Requirements
- 5+ years of employee benefits account management experience supporting large-group clients with 100+ employees.
- Strong knowledge of employee benefit plans, renewals, implementations, eligibility administration, billing, claims management, and carrier relations.
- Excellent interpersonal, written, and verbal communication skills.
- Ability to build and maintain effective relationships with clients, carriers, producers, consultants, and internal stakeholders.
- Proficiency with Microsoft Office Suite and related business software applications.
- Strong organizational and project management skills with the ability to manage deadlines and competing priorities.
- Authorization to work in the United States without employer sponsorship.
- Life, Accident, and Health License.
- Ability to obtain and maintain Life, Accident, and Health licensure if not currently licensed.
- Experience supporting ERISA, ACA, COBRA, and HIPAA-related administrative processes.
- Experience preparing claims reports, utilization reviews, and renewal analysis for large-group clients.
- Familiarity with agency management systems and benefits administration platforms.
- Experience leading open enrollment meetings and employee education initiatives.
Skills
- Client-focused service
- Organization and attention to detail
- Strong communication
- Data analysis
- Presentation skills
- Collaboration and relationship building
- Resourcefulness and proactivity
- Continuous learning
- Microsoft Office Suite proficiency
- Project management
Location
- Williamsville, NY
Work Type
- Hybrid
- Full-Time
Experience Level
- 5+ years
Salary/Compensations
- $75,000—$85,000 USD
Benefits
- Multiple medical plan options, with preventive care covered at 100%
- Free virtual medical and mental healthcare for employees and their families
- Dedicated healthcare concierge
- Employer-paid short-term and long-term disability coverage
- Paid parental leave
- Personalized PTO
- Separate sick leave
- Competitive 401(k) company match
- Comprehensive dental and vision coverage
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) with company match
- Company paid holidays
About the Company
- Patriot Growth Insurance Services builds teams around the idea that people do their best work when supported as whole people. They are invested in employee growth and offer a competitive salary and comprehensive health and welfare program. 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. They are 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, their collaborative model gives every person and agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business.
Equal Opportunity
- Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. They 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 their 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.