Employee Benefits Account Executive

About the job

Employee Benefits Account Executive

Patriot Growth Insurance Services | Cheshire, CT | Hybrid | Full-Time

Why This Role Matters

As an Employee Benefits Account Executive, you'll serve as a trusted partner to clients by helping them navigate benefit plan decisions, renewals, policy changes, claims concerns, and ongoing service needs. Your ability to understand each client's organization and recommend thoughtful, practical solutions will play an important role in strengthening relationships and supporting long-term retention.

In this role, you'll manage key aspects of the client lifecycle while working closely with Producers, internal teams, and carrier partners. You'll guide clients through complex benefit questions, support renewal strategy, maintain accurate policy information, and help ensure each client receives responsive, knowledgeable, and consistent service.

How You'll Make an Impact

• Serve as the primary point of contact for assigned employee benefits clients, building strong relationships and developing a clear understanding of their organizational goals and coverage needs.

• Partner with Producers to assess client needs and recommend employee benefits products, coverages, and strategies aligned with each client's objectives.

• Manage the full renewal process for assigned accounts, including carrier marketing, updating renewal information in the Agency Management System, and securing timely and accurate renewals.

• Support client retention by maintaining proactive communication, identifying emerging needs, and helping clients evaluate appropriate coverage strategies.

• Keep clients informed of policy changes, market developments, regulatory updates, and other relevant industry trends.

• Conduct regular account reviews to evaluate coverage adequacy and identify opportunities to strengthen benefit programs.

• Oversee policy administration by processing changes, assisting with claims concerns, and maintaining accurate documentation throughout the policy lifecycle.

• Collaborate with Producers and internal team members to resolve complex account issues and support effective client management.

• Assist colleagues with materials, document review, and other account support activities to help deliver consistent, high-quality client service.

• Identify opportunities to improve workflows, strengthen operational efficiency, and enhance the overall client experience.

• Ensure protected health information and other sensitive client information are handled in accordance with HIPAA requirements and company standards.

• Maintain current knowledge of employee benefits regulations, market trends, and industry best practices, and share relevant insights with clients and colleagues.

Who You Are

• A relationship-focused professional who enjoys becoming a trusted resource for clients.

• A confident communicator who can explain complex benefits information clearly and thoughtfully.

• Proactive and attentive to client needs, with a strong commitment to responsive service.

• Detail-oriented and organized, with the ability to manage multiple accounts, deadlines, and priorities.

• Analytical and comfortable evaluating complex client situations and developing practical solutions.

• Collaborative and willing to share knowledge and support team members when needed.

• Resourceful and interested in finding ways to improve processes and strengthen service delivery.

• Discreet and dependable when handling confidential employee and client information.

What You Bring

Day One:

• Active Life and Health Insurance license.

• 5+ years of experience working in a sales, account management, or customer service position.

• Comprehensive knowledge of employee benefits programs, including benefit plan types, applicable regulations, industry practices, and emerging trends.

• Experience building and maintaining strong client relationships and identifying solutions based on each client's unique needs.

• Experience managing employee benefits accounts, renewals, policy changes, and ongoing client service activities.

• Strong written and verbal communication skills.

• Strong organizational skills with the ability to manage multiple priorities, projects, and deadlines accurately.

• Critical thinking and problem-solving skills with the ability to evaluate complex scenarios and develop effective solutions.

• Ability to collaborate effectively with Producers, carriers, clients, and internal team members.

• Proficiency with Customer Relationship Management systems, Agency Management Systems, Microsoft Office Suite, and other client management tools.

• Ability to identify process improvements and support more efficient workflows.

• Commitment to maintaining confidentiality and handling sensitive employee and client information appropriately.

• Commitment to staying current on employee benefits regulations, market developments, and industry best practices.

Valuable Additions:

• Experience managing the full employee benefits renewal lifecycle, including carrier marketing and renewal negotiations.

• Experience supporting employee benefits claims questions or escalations.

• Familiarity with HIPAA requirements and the handling of protected health information.

• Experience advising clients on changing benefit needs, market conditions, and coverage strategies.

• Demonstrated success identifying service or workflow improvements that enhance the client experience.

Real Benefits for Real Life

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.

Highlights Include:

• Multiple medical plan options, with preventive care covered at 100%

• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions

• Employer-paid short-term and long-term disability coverage

• Paid parental leave

• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave

• Competitive 401(k) company match to help you build your financial future

• Comprehensive dental and vision coverage

• Employee Assistance Program with confidential mental health, legal, financial, and work-life support

About Patriot Growth Insurance Services

At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.

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. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them.

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
$120,000 — $130,000 USD