Patriot Growth Insurance Services, LLC · 8 hours ago
Benefits Account Manager (Intermediate)
Philadelphia, PA
Contract
Hybrid
Mid Level
3+ years expPatriot Growth Insurance Services is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies. The Benefits Account Manager is responsible for managing client services, coordinating benefit strategies, and ensuring effective communication and resolution of client inquiries.
Employee BenefitsInsuranceProperty Insurance
Responsibilities
Manage the implementation, delivery, and execution of benefit strategies developed by Exude’s Consulting and Underwriting teams
Serve as the primary client liaison, providing guidance on benefit options, plan design, and compliance considerations
Conduct individual consultations to advise employees on plan selection and benefits usage based on their personal needs
Resolve complex claims, billing, and administrative issues by working directly with carriers, TPAs, and vendors
Support all aspects of the renewal process, including data collection, analysis, and communication of updates to clients
Deliver employee communications and educational sessions that align with each client’s overall benefit strategy
Maintain accurate documentation of all interactions and resolutions in the CRM system
Collaborate with internal teams to ensure timely, accurate, and client-focused deliverables
Audit client contracts, amendments, and invoices as needed
Stay current on industry trends, carrier offerings, and compliance topics
Handle sensitive client information with professionalism and discretion
Qualification
Required
2+ years as an Exude Client Care Specialist or 3+ years of relevant experience in benefits or HR
Bachelor's degree in HR, Health Policy, Risk Management/Insurance, or related field preferred (or equivalent experience)
Active Health/Life license (or ability to obtain and maintain)
Demonstrated project management and client relationship skills
Excellent communication and presentation abilities for both individual and group settings
Strong critical thinking, problem-solving, and analytical skills
High attention to detail, accuracy, and organizational ability to manage multiple priorities
Proficiency in Microsoft Office 365 and CRM platforms
Collaborative team player with a service-oriented mindset
Valid driver's license, reliable transportation, and ability to travel to client sites as needed
Flexibility to work variable hours, including occasional evenings or weekends during peak seasons
Benefits
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)
Company
Patriot Growth Insurance Services, LLC
Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$500MKey Investors
Golub CapitalAntares CapitalSummit Partners
2023-11-28Debt Financing· $500M
2022-08-09Debt Financing
2021-02-23Debt Financing
Leadership Team
J
Jeff Wood
SVP, Premier Client Practice Leader
Ian Larson
President, Individual Health
Recent News
2025-12-16
Company data provided by crunchbase