Benefits Account Manager

Benefits Account Manager BBG | Fairfax, VA | Hybrid | Full-Time Why This Role Matters As a Benefits Account Manager, you'll help BBG's clients navigate benefit plan decisions, annual renewals, and open enrollment with confidence. By understanding each client's goals and providing responsive, knowledgeable guidance, you'll help strengthen relationships, support retention, and ensure employees understand their benefit options. You'll coordinate pre-renewal planning, carrier renewal strategies, enrollment materials, and post-renewal follow-up while maintaining accurate records and coverage information. Working directly with clients, employees, and insurance carriers, you'll resolve questions, evaluate plan options, and help keep benefit programs aligned with client and employee needs. How You'll Make an Impact

Build and maintain strong client relationships, developing a clear understanding of each organization's benefit goals and objectives. Explain the advantages and disadvantages of insurance plan options to help clients make informed decisions. Guide clients through annual renewals, including pre-renewal workflows, carrier strategy, open enrollment, and post-renewal adjustments. Develop and execute carrier renewal strategies aligned with client needs and objectives. Prepare accurate renewal spreadsheet analyses that clearly compare available options. Create and distribute benefits guides, renewal documents, enrollment meeting kits, and customized employee communications. Support the marketing of client benefit programs and coordinate materials for open enrollment meetings. Respond promptly to client questions by phone and email, providing clear guidance throughout the renewal process. Communicate with insurance carriers about renewals, policy confirmations, and service concerns. Maintain accurate renewal notes and account information in BKB, Excel files, client folders, and other internal systems. Process new business paperwork for groups establishing benefits coverage for the first time and for new lines of coverage added outside renewal, updating BKB accordingly. Complete required forms and technology updates to support accuracy and compliance throughout the renewal process. Review current policies and member coverage to help ensure requested coverage is accurately reflected. Coordinate with clients and carriers to resolve concerns and keep account activities moving. Organize and conduct educational sessions to help clients understand benefits and wellness programs. Administer benefit surveys and use feedback to support benefit plans that address client and employee needs. Conduct quarterly claims reviews to identify trends and potential cost savings. Respond professionally to employee questions about benefit plans, coverage, and eligibility. Identify opportunities to improve processes, streamline workflows, and strengthen the client experience.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Who You Are

A relationship-focused professional who enjoys becoming a dependable resource for clients. Empathetic and responsive when helping clients and employees navigate benefits questions. A clear communicator who makes complex plan information easier to understand. Organized and detail-oriented, with the ability to manage multiple accounts, projects, and deadlines. Analytical and resourceful when evaluating options and resolving client concerns. Proactive in following through on commitments and identifying opportunities to improve service. Discreet and trustworthy when handling sensitive employee and client information. Committed to continued learning and staying current on employee benefits developments.

What You Bring Day One:

2+ years of experience in a customer support or account management position within the Employee Benefits Insurance industry. High school diploma or GED. Virginia Life and Health Insurance License. Understanding of employee benefits programs, benefit types, applicable regulations, emerging trends, and industry best practices. Experience building client relationships, understanding individual needs, and providing tailored insurance solutions. Strong written and verbal communication skills. Strong organizational and project management skills, with close attention to detail. Critical thinking and problem-solving skills to evaluate complex situations and develop practical client solutions. Ability to identify process improvements and implement more efficient workflows. Proficiency with CRM systems, Microsoft Office Suite, and other client management and communication tools. Commitment to ethical conduct, confidentiality, and staying current on industry trends, regulations, and best practices.

Valuable Additions:

Associate or bachelor's degree in Business Administration or a related field.

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 w