Employee Benefits Account Manager at Patriot Growth Insurance Services, LLC | Melville, NY, US | Rezi

Employee Benefits Account Manager at Patriot Growth Insurance Services, LLC

Employee Benefits Account Manager

Patriot Growth Insurance Services, LLC · Melville, NY, US

Yesterday

Employee Benefits Account Manager

Patriot Growth Insurance Services, LLC · Melville, NY, US

a day ago
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About the Role

As an Employee Benefits Account Manager, you will serve as a trusted advisor to clients, helping them develop benefit programs that support their employees, business objectives, and budgets. You will lead renewal strategy and carrier marketing, evaluate coverage and funding options, and coordinate benefit plan implementation and ongoing service.

Responsibilities

  • Serve as the primary day-to-day contact for assigned employee benefits clients.
  • Establish annual renewal and service timelines, coordinating responsibilities and deliverables.
  • Analyze client, enrollment, utilization, and claims information to evaluate plan performance.
  • Develop and distribute requests for proposals, solicit carrier quotes, and conduct market analyses.
  • Evaluate carrier proposals, funding arrangements, plan designs, and pricing to develop recommendations.
  • Prepare comparative benefit, funding, and cost analyses to support renewal decisions.
  • Lead client meetings to present renewal results, explain market conditions, and discuss benefit strategies.
  • Negotiate with carriers and vendors to secure competitive benefit solutions.
  • Coordinate implementation of new and renewed programs.
  • Provide ongoing guidance on employee benefits compliance requirements.
  • Resolve service issues and advocate with carriers and vendors on behalf of clients.
  • Review contracts, policies, benefit summaries, and renewal documents for accuracy and compliance.
  • Maintain accurate client records, plan documentation, and activity tracking.
  • Identify additional products, services, and consulting solutions that address client needs.
  • Share knowledge and provide guidance to colleagues to support team development.

Requirements

  • 3+ years of progressive employee benefits account management experience within a brokerage, consulting, or agency environment.
  • Demonstrated experience managing renewals, evaluating carrier proposals, developing client recommendations, and coordinating benefit plan implementations.
  • New York Life, Accident & Health Insurance License.
  • High school diploma or equivalent.
  • Knowledge of employee benefits products.
  • Strong understanding of fully insured, level-funded, and self-funded arrangements.
  • Working knowledge of ACA, ERISA, COBRA, HIPAA, Section 125 plans, and other applicable benefits regulations.
  • Ability to evaluate claims experience, utilization trends, financial information, and carrier proposals.
  • Strong client relationship and problem-solving skills.
  • Ability to work independently and coordinate projects with producers, consultants, carriers, vendors, and internal teams.
  • Strong written, verbal, presentation, and interpersonal communication skills.
  • Strong organizational and project management skills.
  • Proficiency with agency management systems, carrier platforms, Microsoft Office applications, and related account management tools.
  • Sound judgment and discretion when handling confidential information.
  • Commitment to continued learning.

Skills

  • Client relationship management
  • Renewal strategy
  • Carrier marketing
  • Plan analysis
  • Ongoing service
  • Benefit plan implementation
  • Communication
  • Problem-solving
  • Project management
  • Microsoft Office

Location

  • Melville, NY

Work Type

  • Hybrid
  • Full-Time

Experience Level

  • 3+ years of progressive employee benefits account management experience

Education Level

  • High school diploma or equivalent
  • Associate's or bachelor's degree in Business Administration, Human Resources, Risk Management, Insurance, Finance, or a related field (Valuable Addition)

Salary/Compensations

  • $88,000—$98,000 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
  • Personalized time off
  • Company paid holidays

About the Company

  • Patriot Growth Insurance Services builds teams around the idea that people do their best work when they feel 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 every 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.