Employee Benefits Account Manager

4 weeks ago

Waterloo, United States Patriot Growth Insurance Services Full time
About PDCM, A Division of Patriot Growth Insurance Services: With roots dating back more than 100 years, PDCM blends a century of experience with industry innovation to bring you a completely different approach to managing risk and insurance. Our personalized advisers use PDCM's unique Risk Reduction Approach to take a comprehensive look at our client's needs and customize a plan for their family or business. PDCM blends a century of experience with industry innovation to bring you a different approach to managing risk and insurance. Our dedication and commitment to serving the business community has enabled us to become one of the most successful independent insurance agencies and consulting firms in Iowa. PDCM is a proud partner agency of Patriot Growth Insurance Services, LLC.

Position Overview: The Employee Benefits Account Manager plays a pivotal role in assisting PDCM's employer clients in managing their group employee benefit options. This position will act as a dedicated advocate ensuring that the client's benefits align with their specific needs and preferences.

Work Arrangement: This is a full-time, hybrid position reporting to our office located in Waterloo, IA. Computer equipment will be provided by the company upon hire.

Professional Responsibilities:
  • Manage client inquiries via phone and email, process policy changes, handle claims, and troubleshoot issues. Address escalated complaints and coordinate with clients, Producers, and carriers.
  • Build strong relationships with clients and colleagues, share ideas, and contribute to a positive team environment.
  • Navigate various systems to gather and input data, ensuring accuracy and adherence to established procedures.
  • Prepare and organize client applications, quotes, and insurance renewals with attention to detail.
  • Create and coordinate renewal documents and proposals, ensuring all information is accurate and professionally presented.
  • Assist in cross-selling products, increase client retention, and maintain positive client relationships through proactive communication.
Qualifications and Requirements:
  • Minimum of 1 years' experience in a customer support or account management position
  • High School Diploma/GED
  • Active Iowa Property & Casualty insurance license
  • Experience in the Employee Benefits Insurance industry preferred
  • Associate or Bachelor's Degree in Business Administration or a related field preferred
  • Excellent interpersonal and communication skills (both oral and written)
  • Proficient with use of Microsoft Office Suite and products
  • A passion for being part of a team that drives our company to industry leadership
  • Ability to establish and maintain effective working relationships with both peers and clients
  • Authorized to work in the U.S. without sponsorship
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 ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 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 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. 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 Parental Leave
  • Paid holidays
  • Personalized PTO
  • 401 (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.

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