About Patriot Growth Insurance Services: Founded in 2019, Patriot Growth Insurance Services (PGIS) is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. PGIS 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 2,100 employees operating in over 165 locations across 48 states, PGIS’ collaborative model delivers resources and strategic support to its agencies. PGIS 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 Overview: We are seeking a proactive and customer-focused Account Executive to join our team. This role involves providing efficient and professional service to clients, colleagues, and producers. As the primary point of contact, you will handle benefit inquiries, resolve client requests, and determine the best solutions to meet client needs. The ideal candidate will be a collaborative team player dedicated to elevating the entire client service experience.

Work Arrangement: This is a full-time position working in our office located in San Antonio, TX

Professional Responsibilities:

• Manage and maintain a portfolio of client accounts, ensuring long-term relationships and client satisfaction
• Analyze employee benefit offerings and provide tailored solutions to clients
• Prepare and deliver renewal presentations in formats suited to each client’s needs
• Stay informed about current carrier products and industry trends
• Foster a growth mindset, focusing on both personal and team development
• Lead educational sessions for clients’ employees, including during Open Enrollment periods
• Advise clients on the administration of benefit plans, compliance, and alternative funding options
• Address client and employee inquiries related to employee benefits programs in a timely and knowledgeable manner
• Manage claim and billing issues, collaborating with clients and carriers to resolve them effectively
• Serve as the point of contact between clients and Third-Party Administrators, including for programs like FSAs and COBRA
• Guide clients through the enrollment process, explaining eligibility, qualifying events, terminations, and plan designs
• Provide ongoing support to maintain, grow, and expand client relationships
• Engage in professional development opportunities to enhance your skills and industry knowledge
• Prioritize daily tasks and seek assistance when necessary to meet deadlines and client expectations
• Meet with clients to address their insurance needs and concerns
• Ensure producers are fully informed of account status and activities
• Continuously build expertise in the employee benefits space to stay at the forefront of industry standards
• Perform other duties as needed to support the client services team

Qualifications and Requirements:

• Active Health and Life Insurance license
• A minimum of three years of experience in the employee benefits industry
• High school diploma or equivalent; a college degree is preferred
• Strong written and verbal communication skills, with the ability to build rapport with clients
• Proficiency with Microsoft Office Suite and other standard office software
• A team-oriented attitude with a passion for driving growth and success
• Ability to establish and maintain professional working relationships with clients and team members
• Authorized to work in the U.S. without sponsorship

Why Patriot Growth Insurance Services: We 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. 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) 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.