Employee Benefits Account Manager - Patriot Growth Insurance Services

About JM Brassill Group, A Division of Patriot Growth Insurance Services: JM Brassill Group Inc. is a New York based employee benefit insurance and consulting firm. Our commitment to this insurance specialty distinguishes us from our competitors who sell multiple lines of insurance coverage. We are dedicated to establishing ourselves as a well respected firm in the insurance industry that specializes in the employee benefit arena. We are guided to reach our goals by the basic principles of honesty and fair play.

Position Overview: We are looking for an experienced large group, Employee Benefits Account Manager to join our growing team! As the Account Manager you will ensure delivery of exceptional service to clients and prospects by acting as their primary service contact and actively managing their accounts. You will work with our Producers to ensure overall client satisfaction on all aspects of their employee benefit offerings and manage clients’ day-to-day needs.

Work Arrangement: This is a remote position that supports our office located in Melville, NY. Computer equipment will be provided by the company upon hire.

Professional Responsibilities:

• Partner with clients to help identify their business’ long-term employee benefits goals and develop a strategic plan to achieve them.
• Strategically plan, execute, and drive benefits plan renewal timelines with the Producers to ensure minimal hold ups.
• Assist with day-to-date client needs timely as well
• Perform annual renewal negotiations with the carriers, renewal plan selection and other renewal functions as needed.
• Present clients with options to enhance their benefits package, including voluntary benefits, and cross-selling opportunities to enhance their package via renewal.
• Ensure that the implementation and transition processes for all carrier changes are handled smoothly with minimal disruption and communicate any major issues/changes.
• Responsible for the renewal checklist and meets with the Producers to discuss the renewal timeline.
• Conduct employer presentations (phone/webinar/in-person) in a consultative, logical, professional, and informative manner.
• Assess clients understanding and attitude during meetings and presentations, encouraging feedback, and adjusting accordingly.
• Assess the nature of a problem quickly, understands thoroughly the expectations of the client, consistently meets those expectations through viable solutions in a timely manner.
• Proactively respond when a potential problem is discovered and assist the client with any escalated employee benefit issues.
• Enter notes in CRM system after all meetings, contacts, etc. to ensures follow up issues are handled timely and communicated to client.
• Keep team informed and communicates thoroughly and clearly with all team members concerning client issues, renewals, and proactive work.
• Positively influence the team members and mediate concerns, offer encouragement and praise, promote engagement, and build good working relationships.

Qualifications and Requirements:

• 4-6 years of Account Management experience with self-funded, large groups
• Occasional travel required to conduct in-person client open enrollment meetings
• NY Life & Health license
• Employee Navigator experience preferred
• Excellent interpersonal and communication skills (both oral and written)
• Proficient with use of Microsoft Office Suite and products
• A passion for being part of a team that drives our company to industry leadership
• Ability to establish and maintain effective working relationships with both peers and clients
• Authorized to work in the U.S. without sponsorship

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 ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 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: $80,000 - $90,000 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.