About Safegard, A Division of Patriot Growth Insurance Services: The Safegard Group, Inc. is a regional insurance brokerage and risk management consulting agency that services corporate, institutional, professional, and individual clients. We take a partnership approach to providing custom designed insurance programs and risk management solutions. Safegard is dedicated to superior service that is often not evident in the brokerage community. We have experienced outstanding growth since our 1994 inception, and we continue to selectively solicit accounts that value our technical and service capabilities. By utilizing our long-term relationships with insurers, third party providers, and key industry resources, we are able to provide comprehensive solutions and services to our clients. Safegard has three primary business divisions: Commercial Lines, Personal Lines, and Employee Benefits. We are a proud partner agency of Patriot Growth Insurance Services.

Position Overview: The Employee Benefits Account Executive will be responsible for assisting in leading the implementation, service, and marketing of new and active large group employee benefits clients. The position will be responsible for the retention and growth of existing clients by building strong relationships and ensuring clients are provided with superior customer service. The ideal candidate manages accounts effectively, performs and identifies areas for process improvement within the department, strategies plan analysis and design, and negotiates with carriers.

Work Arrangement: This is a full-time hybrid position that reports to our office located in Media, PA.

Professional Responsibilities:

• Review & Design full suite of Employee Benefits products including fully insured and self-insured medical plans, worksite products, group life, short-term disability, long-term disability, dental and vision coverage.
• Communicate and assist customers with understanding of and taking action on laws affecting Employee Benefits and Human Resources including: FMLA, ACA, and ERISA.
• Complete, review and/or approve all standard new business processes and policies.
• Client facing with open enrollment
• Request new business policy corrections and help clients resolve claims/billing issues.
• Guide new clients through the implementation process, hand off to account manager once completed.
• Maintain accurate records within agency management system and electronic files.
• Build relationships with carrier representatives, general agents, and agency producers.
• Delegate tasks to the appropriate individual and oversee the accuracy of their work.
• Identify areas for process improvement within the Employee Benefits department.
• Serve as mentor and trainer for new to workforce staff in Employee Benefits department.
• Prepare, participate, maintain, and facilitate client facing presentations and meetings.
• Ability to work with senior level management and have a top-level executive presence.

Qualifications and Requirements:

• Bachelor's degree
• Licensed Life & Health Producer - preferred
• Professional Designation a plus but not required.
• 3+ years' in Employee Benefits Brokerage
• Experience with Self-Insured Benefits Programs preferred.
• Knowledge of Vertafore^® BenefitPoint a plus but not required.
• Excellent interpersonal and communication skills (both oral and written)
• Proficient with use of Microsoft Office Suite and products
• Strategic thinker and independent worker
• Comparative and technical knowledge
• Self-starter and self-motivated
• Relationship builder
• 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 170 locations across 48 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.