Benefits Account Manager

Why This Role Matters

As a Benefits Account Manager, you'll help BBG's clients navigate benefit plan decisions, annual renewals, and open enrollment with confidence. By understanding each client's goals and providing responsive, knowledgeable guidance, you'll help strengthen relationships, support retention, and ensure employees understand their benefit options.

You'll coordinate pre-renewal planning, carrier renewal strategies, enrollment materials, and post-renewal follow-up while maintaining accurate records and coverage information. Working directly with clients, employees, and insurance carriers, you'll resolve questions, evaluate plan options, and help keep benefit programs aligned with client and employee needs.

How You'll Make an Impact

• Build and maintain strong client relationships, developing a clear understanding of each organization's benefit goals and objectives.
• Explain the advantages and disadvantages of insurance plan options to help clients make informed decisions.
• Guide clients through annual renewals, including pre-renewal workflows, carrier strategy, open enrollment, and post-renewal adjustments.
• Develop and execute carrier renewal strategies aligned with client needs and objectives.
• Prepare accurate renewal spreadsheet analyses that clearly compare available options.
• Create and distribute benefits guides, renewal documents, enrollment meeting kits, and customized employee communications.
• Support the marketing of client benefit programs and coordinate materials for open enrollment meetings.
• Respond promptly to client questions by phone and email, providing clear guidance throughout the renewal process.
• Communicate with insurance carriers about renewals, policy confirmations, and service concerns.
• Maintain accurate renewal notes and account information in BKB, Excel files, client folders, and other internal systems.
• Process new business paperwork for groups establishing benefits coverage for the first time and for new lines of coverage added outside renewal, updating BKB accordingly.
• Complete required forms and technology updates to support accuracy and compliance throughout the renewal process.
• Review current policies and member coverage to help ensure requested coverage is accurately reflected.
• Coordinate with clients and carriers to resolve concerns and keep account activities moving.
• Organize and conduct educational sessions to help clients understand benefits and wellness programs.
• Administer benefit surveys and use feedback to support benefit plans that address client and employee needs.
• Conduct quarterly claims reviews to identify trends and potential cost savings.
• Respond professionally to employee questions about benefit plans, coverage, and eligibility.
• Identify opportunities to improve processes, streamline workflows, and strengthen the client experience.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Who You Are

• A relationship-focused professional who enjoys becoming a dependable resource for clients.
• Empathetic and responsive when helping clients and employees navigate benefits questions.
• A clear communicator who makes complex plan information easier to understand.
• Organized and detail-oriented, with the ability to manage multiple accounts, projects, and deadlines.
• Analytical and resourceful when evaluating options and resolving client concerns.
• Proactive in following through on commitments and identifying opportunities to improve service.
• Discreet and trustworthy when handling sensitive employee and client information.
• Committed to continued learning and staying current on employee benefits developments.

Day One

• 2+ years of experience in a customer support or account management position within the Employee Benefits Insurance industry.
• High school diploma or GED.
• Virginia Life and Health Insurance License.
• Understanding of employee benefits programs, benefit types, applicable regulations, emerging trends, and industry best practices.
• Experience building client relationships, understanding individual needs, and providing tailored insurance solutions.
• Strong written and verbal communication skills.
• Strong organizational and project management skills, with close attention to detail.
• Critical thinking and problem-solving skills to evaluate complex situations and develop practical client solutions.
• Ability to identify process improvements and implement more efficient workflows.
• Proficiency with CRM systems, Microsoft Office Suite, and other client management and communication tools.
• Commitment to ethical conduct, confidentiality, and staying current on industry trends, regulations, and best practices.

Valuable Additions

• Associate or bachelor's degree in Business Administration or a related field.

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.

About BBG

For nearly 30 years, Business Benefits Group has remained a recognized leader in employee benefits, HR consulting, and business insurance. We have supported thousands of businesses across many industries to help to meet their goals and achieve more as a business. We remain a benefits-centric agency, bringing the tools, resources, and solutions that employers should expect to address new challenges with rising health care costs, regulatory issues, and advancements in technology. Our team of trusted advisors help to lead our clients through these challenges, and more – while also setting a high bar for our industry as a thought leader within the industry.

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

$50,000 - $67,000 USD