Account Manager - Petaluma, United States - Patriot Growth Insurance Services

Description

About Patriot :

Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States.

We are committed to working with like-minded individuals that share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Our collaborative model delivers resources and strategic support to its agencies, whose leaders continue to operate with a high degree of autonomy in their local markets.

Patriot's unique equity model creates alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated associates.

With 100+ offices in 23 states and more than 1,700 professionals, Patriot is a top 60 U.S privately held insurance agency that ranks in the top-20 amongst privately held employee benefits agencies.

About

Arrow :
Arrow has been a trusted advisor for their clients for over 40 years. The company offers in-house capabilities for strategic consulting, proactive communication, and airtight compliance.

Arrow offers the tools, resources, and capabilities to serve clients of all sizes and industries - all delivered by a local team.

The Arrow team develops relationships built on trust, partnership, and mutual appreciation.

Clients rely upon Arrow's team of professionals to deliver employee benefits expertise, service excellence and strategic consulting that is designed to meet their unique needs.

Overview :

The Account Manager is responsible for providing prompt, accurate and courteous service to clients, producers, and fellow team members.

The Account Manager is the day to day, first line customer contact who services benefit inquiries and resolves day-to-day client requests.

The Account Manager quickly identifies the necessary action and problem solves how best to meet the client needs.

Working with groups under 100 at Arrow Benefits Group, this position is responsible for working with the assigned producer, facilitating the overall strategic management, service and retention of assigned clients.

The Account Manager will work with an Associate Account Manager to manage workflow. The Account Manager is a team player who looks to raise the level of the entire client services department.

This is a fully remote position; candidates may be expected to travel and be present for staff and client meetings, as requested.

Primary

Job


Responsibilities :
Manage, develop, and retain a block of business.
Analyze employee benefit products and recommend solutions to clients.
Prepare a renewal presentation (in a medium/format that is appropriate for the client).
Research and keep up to date with carrier product portfolios.
Team Attitude, looking for growth not only for yourself but the team.
Provide/present educational meetings for employees, when appropriate, including at Open Enrollment.
Educate clients on the administration of benefit plans, alternative funding scenarios (HRA, HSA) and compliance issues.
Consult with clients and employees of clients with day-to-day questions that arise regarding their employee benefits program.
Promptly respond to all client/employee inquiries, including any Open Enrollment, benefits, benefits compliance, and legislative questions.
Manage and resolve claim/billing issues, working with the employee and the insurance carrier.
Act as the client liaison with Third Party Administrators including Flexible Spending Accounts, Self-Funded Dental and COBRA.
Provide expertise in all areas of the enrollment process, including eligibility, qualifying events, terminations, and plan design clarification.
Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing accounts.
Participate in seminars and classes for skills and knowledge development, including continuing education requirements.
Prioritize workload and/or request assistance as required.
Meet with clients as necessary to discuss and handle their insurance needs.
Keep producers fully informed of activities on their accounts.
Grow and develop talents and insurance knowledge to the highest level possible.
Perform other duties as assigned.

Requirements :
Active Health and Life license with the California Department of Insurance
Three years of industry experience in employee benefits
High school diploma or equivalent degree, college degree preferred
WHY PATRIOT?

Patriot offers the opportunity to be a part of a fast-growing company at 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)

^Salary Range :
$70,000 - $86,000 depending on experience

^A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

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
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