Benefits Account Manager

The posting, as Patriot Growth Insurance Services, LLC wrote it

Benefits Account Manager

BBG | Fairfax, VA | Hybrid | Full-Time

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
[…]
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