About BBG, A Division of Patriot Growth Insurance 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 Associate Account Manager supports the daily operations of the Benefits Account Management team by handling administrative tasks, assisting with client service activities, and maintaining accurate data and documentation. This position provides early-career exposure to employee benefits, renewal processes, benefit plan structures, carrier procedures, and internal workflows. The Benefits Associate Account Manager contributes to effective client service by supporting Account Managers throughout the renewal cycle, open enrollment periods, and general account maintenance.

Work Arrangement: This is a full-time, hybrid position reporting to our office located in Fairfax, VA.

Professional Responsibilities:

• Support Account Managers by preparing preliminary renewal materials, drafting proposal comparisons, and assisting with the development of benefits guides for client review.
• Collect, organize, and maintain client data, employee census information, and carrier documents.
• Maintain and document accurate client information in internal platforms such as BKB, Excel, and the CRM systems to support renewals, client files, policy updates, and new business activity.
• Assist with managing open enrollment logistics including scheduling meetings, preparing printed and digital materials, and coordinating the distribution of communications.
• Process new business paperwork for assigned client groups and update BKB with relevant information.
• Submit BOR letters, gather policy details for new clients, and support Account Managers with carrier-related follow-up.
• Assist in creating renewal spreadsheet analyses by compiling data and preparing initial drafts for Account Manager review.
• Communicate with insurance carriers to request policy information, confirm benefit details, or obtain documentation as directed by the Account Managers.
• Respond to client and employee inquiries in a professional and timely manner, escalating complex questions to senior team members when needed.
• Support post-renewal activities by updating carrier rosters, internal systems, and tracking tools.
• Prepare and distribute internal and client-facing materials, including renewal summaries, presentation documents, and enrollment forms.
• Participate in client meetings and call to observe discussions and provide administrative support.
• Maintain accurate records and support ongoing process improvements across the Account Management team.
• Provide backup support to other team members during high-volume periods of absences to maintain consistent client service.

Qualifications and Requirements:

• High School Diploma/GED (Required)
• Virginia Life and Health Insurance License (Can be obtained within 6 months of hire)
• Associate or Bachelor’s Degree in Business Administration, Risk Management, Human Resources, or a related field. (Preferred)
• Background knowledge of or previous exposure to insurance, employee benefits, or human resources functions. (Preferred)
• Continued curiosity for learning the insurance industry, compliance requirements and researching emerging trends and best practices.
• Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience.
• Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
• Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions.
• Excellent communication skills, both written and verbal, to convey information clearly and transparently.
• Ability to collaborate effectively with in a team environment, sharing insights and contributing to collective success.
• Familiarity and proficiency in using relevant software applications, including Customer Relationship Management (CRM) systems, Microsoft Office Suite, and other tools used for client management and communication.
• Commitment to staying updated on industry trends, regulations, and best practices.
• Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.

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 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.