Employee Benefits Account Manager (Remote)

About We Insure Risk, A Division of Patriot Growth Insurance Services: At We Insure Risk, we are a team of industry experts driven by a shared commitment to teamwork, integrity, accomplishment, and creativity. Our success is rooted in our collaborative approach, allowing us to develop innovative solutions that protect what matters most to our clients. We don’t just think outside the box; we break it! Our mission is to provide creative strategies that effectively mitigate risk and advocate for our clients' best interests. By challenging the status quo and turning the industry upside down, we strive to redefine what is possible in insurance. Together, we embrace our values of passion and creativity to deliver tailored solutions that make a real difference.

Position Overview: We are seeking an experienced and client-focused Employee Benefits Account Manager to join our team. This role is responsible for managing a portfolio of employee benefits clients, supporting renewals, coordinating benefit administration, and delivering exceptional service throughout the client lifecycle. The ideal candidate is highly organized, relationship-driven, and experienced in navigating a fast-paced environment while partnering with internal teams, carriers, and clients to deliver effective benefits solutions. This position plays a key role in supporting client retention, operational efficiency, and overall client satisfaction.

Work location and arrangement: This is a full-time remote position that supports our New York offices. Preference for candidates residing in the Northeast Region.

Professional Responsibilities:

• Serve as the primary point of contact for assigned employee benefits clients, delivering responsive, consultative service while building and maintaining strong client relationships.
• Lead and support employee benefits renewals, including gathering census data, preparing renewal analyses, coordinating carrier quotes, and managing timelines to ensure successful outcomes.
• Coordinate open enrollment activities, employee education, and benefit administration to support a positive client and employee experience.
• Partner with Producers, Benefit Consultants, carriers, and internal team members to deliver customized benefit solutions and seamless service.
• Review client documents, proposals, contracts, and benefit materials for accuracy and completeness.
• Prepare renewal analyses, contribution modeling, benchmarking, and claims reporting for self-funded and fully insured clients as needed.
• Coordinate carrier submissions, RFP processes, and internal workflows to ensure timely completion of deliverables and policy implementation.
• Identify opportunities to support account growth, cross-sell additional services, and strengthen client relationships.
• Maintain accurate documentation, client records, and policy history within agency management and CRM systems.
• Respond to client inquiries related to benefits, billing, claims, eligibility, and policy administration in a timely and professional manner.
• Collaborate with internal teams to support operational efficiency, workflow management, and client retention efforts.
• Stay informed on employee benefits trends, compliance requirements, carrier updates, and industry best practices through ongoing professional development.

Qualifications and Requirements:

• 3+ years of experience in employee benefits account management, consulting, or a related client service role preferred.
• Life & Health insurance license preferred or ability to obtain within 30 days of hire.
• Understanding of self-funding and captive models, or similar experience in alternative funding methods, also, PEO knowledge would be a plus.
• Proficiency with Microsoft Office Suite, including Outlook, Word, PowerPoint, and Excel, along with agency management and CRM systems (e.g., Zywave) preferred.
• Bachelor’s degree or equivalent professional experience in business, insurance, or a related field preferred.
• Strong organizational skills with the ability to manage multiple priorities, timelines, and client deliverables in a fast-paced environment.
• Excellent written and verbal communication skills with strong interpersonal and relationship-building abilities.
• Ability to work independently while collaborating effectively across internal teams and external partners.
• Professional, client-focused mindset with strong attention to detail and commitment to service excellence.

About Patriot Growth Insurance Services: Founded in 2019, Patriot Growth Insurance Services (Patriot) is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• 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)

Salary: $80,000 - $100,000 per year depending on experience

A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers 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.

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.