Patriot Growth Insurance Services, LLC · 1 day ago
Senior Benefits Account Manager (Hybrid)
Philadelphia, PA
Full-time
Hybrid
Senior Level
5+ years expPatriot Growth Insurance Services is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. The Senior Benefits Account Manager manages a complex book of business, serving as a strategic partner to Exude’s largest clients, leading benefit strategy execution, and providing advanced guidance on benefit programs.
Employee BenefitsInsuranceProperty Insurance
Responsibilities
Own execution and delivery of benefit strategies developed by Consulting and Underwriting teams
Lead client renewals, including plan implementation, group paperwork, timelines, and employee communications
Advise clients on complex benefit programs including HSAs, HRAs, FSAs, and DCAs
Develop and deliver client-specific communication materials and employee education sessions
Manage multiple projects and implementations using strong project management and organizational skills
Build and maintain trusted relationships with clients, vendors, carriers, and internal stakeholders
Support and mentor Account Management and Client Care teammates; assist with onboarding and training
Serve as an escalation point for complex claims, billing, enrollment, and service-related issues
Coordinate with carriers, TPAs, healthcare providers, and internal teams to resolve issues and prevent recurrence
Audit contracts, billing, census data, and policy documentation to ensure accuracy and compliance
Maintain accurate documentation of all client interactions and project activity in CRM systems
Proactively communicate status updates, risks, and resolution plans to clients and leadership
Support on-call services and open enrollment activities as needed
Maintain up-to-date knowledge of benefit plans, carriers, compliance requirements, and Exude offerings
Handle sensitive client, employee, and company information with integrity and professionalism
Participate in team meetings, training, and special projects as assigned
Qualification
Required
5+ years of experience in the employee benefits industry, supporting complex client accounts
Active Health and Life insurance license required (must maintain continuing education)
CSFP certification required; BAM or CEBS certification strongly preferred
Valid driver's license and ability to travel to client locations as needed
Deep knowledge of employee benefits products and benefit plan administration
Exceptional communication and presentation skills across individual, small group, and large group settings
Strong critical thinking and problem-solving skills with the ability to resolve complex issues independently
Proven ability to manage multiple priorities and deadlines in a fast-paced environment
Strong leadership, coaching, and mentoring capabilities
High attention to detail, accuracy, and quality assurance
Proficiency with Microsoft Office Suite and CRM technology
Strong teamwork orientation and commitment to delivering seamless client service
Flexibility to work variable hours, including occasional evenings, weekends, on-call coverage, and travel
Preferred
Bachelor's degree in HR, Health Policy, Risk Management/Insurance, or related field preferred (or equivalent experience)
Strong experience developing client communication materials and leading formal employee presentations
Prior project management experience preferred
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
2026-01-07
2025-12-16
Company data provided by crunchbase