About Exude, A Division of Patriot Growth Insurance Services: Founded in 1996, Exude is a full-service employee benefits consulting firm with a mission to change the lives of people who are changing the world. We partner with purpose-driven organizations to help them fulfill their missions by supporting their people. That’s not just a tagline-it’s a promise we take seriously. At Exude, we work collaboratively with our clients to understand their goals and challenges, and we develop innovative, tailored solutions that empower their teams. Our approach is rooted in advocacy, service, and a deep commitment to putting our clients and their employees first.

Over the past 27 years, we’ve grown significantly, but our service-based philosophy remains at the heart of everything we do. Our clients rely on us not just for our expertise, but for our unwavering dedication to their success.

If you're passionate about making a meaningful impact and want to be part of a team that values purpose, partnership, and people-we’d love to hear from you.

Position Overview: The Senior Benefits Account Manager manages a complex book of business and serves as a strategic partner to Exude’s largest clients. This role leads benefit strategy execution, supports renewals and implementations, and provides advanced guidance on benefit programs. The Senior Benefits Account Manager also acts as a mentor and escalation resource for Account Managers and Client Care Specialists, ensuring exceptional service delivery and client retention.

Work Arrangement: This is a full-time hybrid position supporting our office located at 325 Chestnut Street Suite 1000, Philadelphia, PA.

Professional Responsibilities:

• Own execution and delivery of benefit strategies developed by Consulting and Underwriting teams.
• Lead client renewals, including plan implementation, group paperwork, timelines, and employee communications.
• Advise clients on complex benefit programs including HSAs, HRAs, FSAs, and DCAs.
• Develop and deliver client-specific communication materials and employee education sessions.
• Manage multiple projects and implementations using strong project management and organizational skills.
• Build and maintain trusted relationships with clients, vendors, carriers, and internal stakeholders.
• Support and mentor Account Management and Client Care teammates; assist with onboarding and training.
• Serve as an escalation point for complex claims, billing, enrollment, and service-related issues.
• Coordinate with carriers, TPAs, healthcare providers, and internal teams to resolve issues and prevent recurrence.
• Audit contracts, billing, census data, and policy documentation to ensure accuracy and compliance.
• Maintain accurate documentation of all client interactions and project activity in CRM systems.
• Proactively communicate status updates, risks, and resolution plans to clients and leadership.
• Support on-call services and open enrollment activities as needed.
• Maintain up-to-date knowledge of benefit plans, carriers, compliance requirements, and Exude offerings.
• Handle sensitive client, employee, and company information with integrity and professionalism.
• Participate in team meetings, training, and special projects as assigned.

Qualifications and Requirements:

• 5+ years of experience in the employee benefits industry, supporting complex client accounts.
• Bachelor’s degree in HR, Health Policy, Risk Management/Insurance, or related field preferred (or equivalent experience).
• Strong experience developing client communication materials and leading formal employee presentations.
• Prior project management experience preferred.
• Active Health and Life insurance license required (must maintain continuing education).
• CSFP certification required; BAM or CEBS certification strongly preferred.
• Valid driver’s license and ability to travel to client locations as needed.
• Deep knowledge of employee benefits products and benefit plan administration.
• Exceptional communication and presentation skills across individual, small group, and large group settings.
• Strong critical thinking and problem-solving skills with the ability to resolve complex issues independently.
• Proven ability to manage multiple priorities and deadlines in a fast-paced environment.
• Strong leadership, coaching, and mentoring capabilities.
• High attention to detail, accuracy, and quality assurance.
• Proficiency with Microsoft Office Suite and CRM technology.
• Strong teamwork orientation and commitment to delivering seamless client service.
• Flexibility to work variable hours, including occasional evenings, weekends, on-call coverage, and travel.

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 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.