Benefits Account Manager

Patriot Growth Insurance Services and Partner Agencies • Fairfax, VA

2d • Hybrid

About The Position

The Benefits Account Manager plays a key role in client satisfaction and retention by managing the full lifecycle of employee benefits accounts. This position oversees renewals, open enrollment, and ongoing service while providing strategic guidance on benefit plans. The role focuses on delivering a seamless client experience, strengthening relationships, and supporting long-term client success.

Requirements

• High School Diploma or GED
• 2+ years of experience in employee benefits, account management, or client service within the insurance industry
• Virginia Life & Health Insurance License
• Strong understanding of employee benefits programs, including plan design and compliance considerations
• Proven ability to build and maintain strong client relationships
• Excellent communication and client service skills
• Strong organizational and project management abilities
• Critical thinking and problem-solving skills
• Proficiency with Microsoft Office Suite, CRM systems, and benefits/agency management platforms
• High attention to detail and accuracy
• Commitment to maintaining confidentiality and ethical standards

Nice To Haves

• Associate or Bachelors Degree in Business Administration or related field (preferred)

Responsibilities

• Build and maintain strong client relationships by understanding benefit goals and organizational objectives
• Guide clients through annual renewal processes, including pre-renewal planning and open enrollment execution
• Develop and implement carrier renewal strategies aligned with client needs
• Prepare and present renewal analyses, including spreadsheets and supporting documentation
• Create and distribute enrollment materials, including benefit guides and communication pieces
• Manage post-renewal activities, ensuring accurate implementation of plan changes
• Communicate effectively with clients and carriers to resolve issues and ensure timely service
• Maintain accurate client records, renewal documentation, and system updates
• Process new business, policy changes, and additional lines of coverage
• Conduct claims reviews and identify trends, cost drivers, and optimization opportunities
• Assist with claims issues, appeals, ID cards, and employee benefit inquiries
• Support employee enrollment updates, eligibility changes, and carrier/vendor coordination
• Deliver client education sessions and support benefits communication strategies
• Proactively identify opportunities to improve processes and enhance the client experience

Benefits

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401(k) with employer match

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees