Benefits Account Manager
PDCM Insurance Inc., Fairfax, VA, United States
About BBG, A Division of Patriot Growth Services:
For nearly 30 years, Business Benefits Group has remained a recognized leader in employee benefits, HR consulting, and business insurance. We have supported thousands of businesses across many industries to help to meet their goals and achieve more as a business. We remain a benefits-centric agency, bringing the tools, resources, and solutions that employers should expect to address new challenges with rising health care costs, regulatory issues, and advancements in technology. Our team of trusted advisors help to lead our clients through these challenges, and more – while also setting a high bar for our industry as a thought leader within the industry.
Position Overview The Benefits Account Manager plays a key role in client satisfaction and retention by managing the full lifecycle of employee benefits accounts. This position oversees renewals, open enrollment, and ongoing service while providing strategic guidance on benefit plans. The role focuses on delivering a seamless client experience, strengthening relationships, and supporting long-term client success.
Work Arrangement This is a part-time position reporting to our office located in Fairfax, VA with the possibility of hybrid or remote work arrangements.
Professional Responsibilities
Build and maintain strong client relationships by understanding benefit goals and organizational objectives
Guide clients through annual renewal processes, including pre-renewal planning and open enrollment execution
Develop and implement carrier renewal strategies aligned with client needs
Prepare and present renewal analyses, including spreadsheets and supporting documentation
Create and distribute enrollment materials, including benefit guides and communication pieces
Manage post-renewal activities, ensuring accurate implementation of plan changes
Communicate effectively with clients and carriers to resolve issues and ensure timely service
Maintain accurate client records, renewal documentation, and system updates
Process new business, policy changes, and additional lines of coverage
Conduct claims reviews and identify trends, cost drivers, and optimization opportunities
Assist with claims issues, appeals, ID cards, and employee benefit inquiries
Support employee enrollment updates, eligibility changes, and carrier/vendor coordination
Deliver client education sessions and support benefits communication strategies
Proactively identify opportunities to improve processes and enhance the client experience
Qualifications and Requirements
High School Diploma or GED
2+ years of experience in employee benefits, account management, or client service within the insurance industry
Virginia Life & Health Insurance License
Associate or Bachelor’s Degree in Business Administration or related field (preferred)
Strong understanding of employee benefits programs, including plan design and compliance considerations
Proven ability to build and maintain strong client relationships
Excellent communication and client service skills
Strong organizational and project management abilities
Critical thinking and problem-solving skills
Proficiency with Microsoft Office Suite, CRM systems, and benefits/agency management platforms
High attention to detail and accuracy
Commitment to maintaining confidentiality and ethical standards
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.
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 continual learning and enhanced career opportunities for our dedicated, 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 holidays
Personalized PTO
401(k) with employer match
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.
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Position Overview The Benefits Account Manager plays a key role in client satisfaction and retention by managing the full lifecycle of employee benefits accounts. This position oversees renewals, open enrollment, and ongoing service while providing strategic guidance on benefit plans. The role focuses on delivering a seamless client experience, strengthening relationships, and supporting long-term client success.
Work Arrangement This is a part-time position reporting to our office located in Fairfax, VA with the possibility of hybrid or remote work arrangements.
Professional Responsibilities
Build and maintain strong client relationships by understanding benefit goals and organizational objectives
Guide clients through annual renewal processes, including pre-renewal planning and open enrollment execution
Develop and implement carrier renewal strategies aligned with client needs
Prepare and present renewal analyses, including spreadsheets and supporting documentation
Create and distribute enrollment materials, including benefit guides and communication pieces
Manage post-renewal activities, ensuring accurate implementation of plan changes
Communicate effectively with clients and carriers to resolve issues and ensure timely service
Maintain accurate client records, renewal documentation, and system updates
Process new business, policy changes, and additional lines of coverage
Conduct claims reviews and identify trends, cost drivers, and optimization opportunities
Assist with claims issues, appeals, ID cards, and employee benefit inquiries
Support employee enrollment updates, eligibility changes, and carrier/vendor coordination
Deliver client education sessions and support benefits communication strategies
Proactively identify opportunities to improve processes and enhance the client experience
Qualifications and Requirements
High School Diploma or GED
2+ years of experience in employee benefits, account management, or client service within the insurance industry
Virginia Life & Health Insurance License
Associate or Bachelor’s Degree in Business Administration or related field (preferred)
Strong understanding of employee benefits programs, including plan design and compliance considerations
Proven ability to build and maintain strong client relationships
Excellent communication and client service skills
Strong organizational and project management abilities
Critical thinking and problem-solving skills
Proficiency with Microsoft Office Suite, CRM systems, and benefits/agency management platforms
High attention to detail and accuracy
Commitment to maintaining confidentiality and ethical standards
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.
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 continual learning and enhanced career opportunities for our dedicated, 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 holidays
Personalized PTO
401(k) with employer match
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.
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