Employee Benefits Account Manager

Patriot Growth Insurance Services | Taunton, MA | Hybrid or In-Office | Full-Time

Why This Role Matters

As an Employee Benefits Account Manager, you'll play a central role in helping clients navigate complex benefits programs while delivering exceptional service throughout the year. You'll manage a book of business, guide renewal strategies, support open enrollment efforts, and collaborate with producers, consultants, carriers, and internal teams to create positive outcomes for clients and their employees.

This role is ideal for a benefits professional who thrives on building trusted relationships, solving challenges proactively, and identifying opportunities to expand client value. You'll have the opportunity to influence client strategy while ensuring seamless day-to-day account management and service execution.

How You'll Make an Impact

• Serve as the primary advisor and day-to-day contact for assigned employee benefits clients, building long-term relationships and delivering responsive support.
• Lead open enrollment planning and execution, including employee education, presentations, communications, and ongoing policy administration.
• Partner with Producers, Benefit Consultants, carriers, and internal service teams to deliver tailored benefit solutions and exceptional client experiences.
• Analyze renewal options, develop contribution models, conduct benchmarking, and prepare claims reporting for self-funded clients.
• Coordinate RFP processes, carrier submissions, and internal workflows to ensure deadlines and service commitments are met.
• Identify cross-selling and growth opportunities within existing client accounts to strengthen relationships and expand service offerings.

Who You Are

• Relationship-focused and committed to delivering exceptional client service.
• Highly organized and capable of managing multiple priorities in a fast-paced environment.
• Proactive in identifying solutions and driving issues to resolution.
• Detail-oriented when reviewing proposals, contracts, and client documentation.
• Collaborative and effective at partnering with producers, consultants, carriers, and internal stakeholders.
• Strong communicator who can confidently present information to clients and employee groups.
• Motivated to stay current on industry trends, regulations, and emerging benefit solutions.

What You Bring

Day One:

• Experience in employee benefits account management, consulting, or a related client service role.
• Strong knowledge of employee benefits administration, renewals, and carrier interactions.
• Ability to manage multiple client accounts and prioritize competing deadlines effectively.
• Excellent written, verbal, and interpersonal communication skills.
• Proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.
• Professional presence appropriate for client-facing interactions.
• Ability to work independently while contributing to a collaborative team environment.

Valuable Additions:

• 3+ years of employee benefits account management, consulting, or related experience.
• Life & Health insurance license.
• Experience with agency management or CRM platforms such as Zywave.
• Bachelor's degree in Business, Insurance, or a related field.
• Experience supporting self-funded benefit programs and claims analysis.
• Demonstrated success identifying account growth and cross-selling opportunities.

Real Benefits for Real Life

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.

Highlights Include:

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Paid parental leave
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
• Competitive 401(k) company match to help you build your financial future
• Comprehensive dental and vision coverage
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support

About Patriot Growth Insurance Services

At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.

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. We're currently 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, our 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. That growth has never been about numbers alone, it's about the people behind them.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We 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 our 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. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.

Pay Range: Posted below*

*Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.

Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.

Pay Range

$55,000—$65,000 USD