Patriot is a growth-focused national insurance services firm that partners with employee benefits and Property & Casualty agencies. Backed by Summit Partners.
About the role
As an Employee Benefits Account Manager, you'll serve as a trusted advisor to an assigned portfolio of clients, helping them develop benefit programs that support their employees, business objectives, and budgets. Through proactive consultation, plan analysis, and ongoing advocacy, you'll help clients navigate benefit decisions and maintain strong programs throughout the year. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- A consultative professional who builds trust by understanding each client's goals and providing thoughtful guidance
- Analytical and practical, with the ability to turn complex plan and financial information into clear recommendations
- Proactive and accountable, anticipating needs and following commitments through completion
- A confident communicator who adapts presentations and conversations to different audiences
- Organized and detail-oriented when managing multiple accounts, projects, and deadlines
- Resourceful and composed when resolving challenging client situations
More about this role
As an Employee Benefits Account Manager, you'll serve as a trusted advisor to an assigned portfolio of clients, helping them develop benefit programs that support their employees, business objectives, and budgets. Through proactive consultation, plan analysis, and ongoing advocacy, you'll help clients navigate benefit decisions and maintain strong programs throughout the year.
You'll lead renewal strategy and carrier marketing, evaluate coverage and funding options, and coordinate benefit plan implementation and ongoing service. Working independently and alongside producers, consultants, carriers, and internal colleagues, you'll turn complex information into practical recommendations and deliver a consistent, responsive client experience.
- Serve as the primary day-to-day contact for assigned employee benefits clients, developing a thorough understanding of their business goals, workforce demographics, and benefit strategies.
- Establish annual renewal and service timelines, coordinating responsibilities and deliverables across clients, carriers, producers, consultants, and internal teams.
- Analyze client, enrollment, utilization, and claims information to evaluate plan...
Read the full posting on Patriot Growth Insurance Services, LLC's site ↗
Browse similar: Startup jobs