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Employee Benefits Account Executive

1 month ago


San Antonio, United States PDCM Insurance Inc. Full time

Careers At Patriot Growth Insurance Services and Partner AgenciesCurrent job opportunities are posted here as they become available.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.Position OverviewWe are seeking a dynamic and experienced Employee Benefits Account Executive to join our team. The ideal candidate will lead all aspects of servicing our employee benefits accounts, ensuring client satisfaction and retention. This role requires a proactive approach, strong communication skills, and the ability to work effectively with a team.Work ArrangementThis is a full-time position working in our office located in San Antonio, TX.Professional ResponsibilitiesAccount Management: Lead the service of employee benefits accounts, including renewals, plan design, and day-to-day client inquiries.Client Relationship: Build and maintain strong relationships with clients, understanding their needs and providing tailored solutions.Team Collaboration: Work closely with internal teams, including account managers, underwriters, and support staff, to deliver exceptional service.Problem Solving: Address and resolve client issues promptly and effectively, ensuring a high level of client satisfaction.Compliance: Ensure all client accounts comply with relevant regulations and industry standards.Market Analysis: Stay informed about industry trends, market conditions, and competitor offerings to provide clients with the best possible advice.Presentations: Prepare and deliver presentations to clients on plan options, benefits, and other relevant topics.Enrollments: Meet with clients and their employees to explain coverage options and assist with annual plan enrollments.Documentation: Maintain accurate and up-to-date records of client interactions, plan details, and other relevant information.Qualifications and RequirementsPossess an active Life & Health Insurance license (state of Texas)5+ years of relevant work experience in Employee Benefits for an independent agencyProficient with the use of Microsoft Office Suite tools and benefit administration systemsDemonstrated success in providing exceptional customer service effectivelyCollaborative and works well in a team environmentExcellent interpersonal and communication skills (both written and oral)Why Patriot Growth Insurance ServicesWe offer the opportunity to be a part of one of the fastest-growing insurance companies 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.Medical, Dental, and Vision BenefitsFlexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit ProgramsCompany paid Short-Term Disability, Long-Term Disability and Group Term LifeCompany paid Employee Assistance ProgramPaid holidaysPersonalized PTO401 (k)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. #J-18808-Ljbffr