Employee Benefits Account Manager (Hybrid)

Careers At Patriot Growth Insurance Services and Partner Agencies Current job opportunities are posted here as they become available. Back To Openings Employee Benefits Account Manager (Hybrid) Department: L&H - Executive Benefits Location: San Antonio, TX START YOUR APPLICATION 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. Position Overview: We are seeking a client-focused and detail-oriented Employee Benefits Account Manager to support the delivery of exceptional service to employee benefits clients while managing renewals, quoting, enrollment, and ongoing account servicing activities. This role partners closely with Producers, carriers, vendors, and internal team members to provide a seamless client experience, coordinate benefit renewals, and support long-term client retention and satisfaction. The ideal candidate is highly organized, collaborative, and experienced in employee benefits insurance, with the ability to manage multiple priorities in a fast-paced environment while delivering responsive and professional client service. Work Arrangement: This is a full-time hybrid position reporting to our office located in San Antonio, TX. Professional Responsibilities: Gather and coordinate the flow of work surrounding employee benefit renewals, including collecting company census data, financial information, current benefit plans, and supporting documentation. Solicit carrier and vendor bids while executing marketing strategies aligned with Producer guidance, account needs, and client objectives. Manage the quoting process end-to-end across carriers, agency partners, and internal teams by tracking timelines, deliverables, and requirements to ensure complete and comparable quotes are delivered on schedule. Enroll client groups in coverage with carriers, ensuring all required paperwork, documentation, and enrollment materials are completed accurately and submitted timely. Respond to client and member inquiries via phone and email regarding benefits, billing, claims, eligibility, and policy-related questions while delivering responsive, professional service. Initiate claims with carriers or vendors and support appeals or issue resolution efforts as needed to ensure timely and accurate outcomes for clients and members. Maintain accurate client records, policy history, renewal timelines, and account activity within CRM systems, Agency Management Systems, and other internal platforms. Identify client needs, coverage gaps, and service opportunities while referring upsell and cross-sell opportunities to Producers to support revenue growth and client retention. Communicate policy details, renewal options, benefit changes, and coverage information clearly and accurately to clients and stakeholders. Support multiple Producers and adapt to varying workflows, communication preferences, timelines, and account management approaches based on business needs. Collaborate closely with Account Managers, Producers, carriers, vendors, and internal support teams to ensure a seamless client experience and...