Job Description

About Business Benefits Group (BBG), A Division of Patriot Growth Insurance Services

: Since 1995, Business Benefits Group has been a trusted leader in employee benefits, HR consulting, and business insurance, proudly serving thousands of businesses across a wide range of industries. As a benefits-centric agency, we are dedicated to providing personalized solutions that help employers navigate challenges such as rising healthcare costs, regulatory changes, and technological advancements. Our experienced team of trusted advisors is committed to delivering the tools, resources, and guidance necessary to support our clients' goals while maintaining a high standard as thought leaders in the industry.

Position Overview

: The Benefits Account Manager will play a pivotal role in ensuring the satisfaction and retention of BBG's clients. This position is responsible for overseeing pre-renewal workflows, implementing insurance carrier renewal strategies, managing open enrollment procedures, and fostering strong client relationships. The Benefits Account Manager will provide clients with a seamless renewal experience while offering expert consultation on insurance plans and benefits.

Work Arrangement

: This is a full-time, hybrid position reporting to our office in Fairfax, VA.

Professional Responsibilities

:


Build and nurture client relationships, understanding their goals and objectives for their benefit plans Discuss the advantages and disadvantages of various insurance plans to assist clients in decision making Assist clients throughout their annual benefits renewal process, including pre-renewal workflows and open enrollment Develop and execute insurance carrier renewal strategies aligned with client needs and objectives Create comprehensive renewal spreadsheet analyses for each client, ensuring accuracy and clarity Prepare and distribute renewal documents such as benefits guides for open enrollment meetings Assist in marketing clients' benefits and creating kits for open enrollment meetings Implement post-renewal strategies to address any changes or adjustments required after the renewal process Respond promptly to client inquires via phone and email regarding the renewal process, providing guidance and information as needed Communicate effectively with insurance carriers regarding client renewals and policy confirmations. Update internal systems (i.e., BKB, Excel files, client folders) with accurate renewal notes and information Process all new business paperwork for all virgin groups as assigned and update BKB accordingly. Process all new business paperwork for new lines of coverage outside of renewal and update BKB accordingly Complete necessary forms and technology updates throughout the renewal process to maintain accuracy and compliance Ensure the accuracy of the client's current policies, verifying that all members have requested coverage as needed Proactively communicate with clients and carriers to help solve problems, addressing client and carrier concerns efficiently Organize and conduct educational sessions for clients to enhance their understanding of benefits and wellness programs Administer benefit surveys to gather feedback and tailor benefits plans to meet client and employee needs Develop customized materials to assist clients in communicating benefits information to their employees Conduct quarterly claims reviews to identify trends and cost savings opportunities Serve as a liaison with insurance carriers and providers to resolve claims issues and aid with the appeals process. Assist with prior authorizations, ID card requests, and network searches Respond promptly and professionally to client employee inquiries, providing accurate and thorough information regarding benefit plans, coverage, and eligibility Update system(s) to reflect employee enrollments, terminations, and changes with carriers and vendors

Qualifications and Requirements

:


Active Virginia Life & Health insurance license 2 or more years of experience in a customer support or account management position within the Employee Benefits Insurance industry High School Diploma/GED Associate or Bachelor's Degree in Business Administration or a related field preferred Possess an understanding of employee benefits programs, including knowledge of various benefit types, compliance with relevant regulations, and awareness of emerging trends and best practices Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience Ability to identify areas of improvement and implement innovative solutions to optimize processes, streamline operations and workflow efficiency Excellent written and verbal communication skills to effectively convey information clearly and transparently Experience in building and maintaining strong client relationships, understanding clients' unique needs, and providing customized insurance solutions Detailed-oriented and organized with excellent project management abilities Strong critical thinking skills to analyze complex scenarios and develop solutions for clients Familiarity and proficiency in using relevant software applications, including Customer Relationship Management (CRM) systems, Microsoft Office Suite, and other tools used for client management and communication Commitment to staying updated on industry trends, regulations, and best practices Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information

About Patriot Growth Insurance Services

: 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. 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)

Pay Range

: $60,000 - $70,000 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.