Employee Benefits Account Executive

Employee Benefits Account Executive

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.

Position Overview: We are seeking a dynamic and experienced Employee Benefits Account Executive to join our team. The ideal candidate will lead all aspects of servicing our employee benefits accounts, ensuring client satisfaction and retention. This role requires a proactive approach, strong communication skills, and the ability to work effectively with a team.

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

Professional Responsibilities

Account Management: Lead the service of employee benefits accounts, including renewals, plan design, and day-to-day client inquiries.

Client Relationship: Build and maintain strong relationships with clients, understanding their needs and providing tailored solutions.

Team Collaboration: Work closely with internal teams, including account managers, underwriters, and support staff, to deliver exceptional service.

Problem Solving: Address and resolve client issues promptly and effectively, ensuring a high level of client satisfaction.

Compliance: Ensure all client accounts comply with relevant regulations and industry standards.

Market Analysis: Stay informed about industry trends, market conditions, and competitor offerings to provide clients with the best possible advice.

Presentations: Prepare and deliver presentations to clients on plan options, benefits, and other relevant topics.

Enrollments: Meet with clients and their employees to explain coverage options and assist with annual plan enrollments.

Documentation: Maintain accurate and up-to-date records of client interactions, plan details, and other relevant information.

Qualifications and Requirements

Possess an active Life & Health Insurance license (state of Texas)

5+ years of relevant work experience in Employee Benefits for an independent agency

Proficient with the use of Microsoft Office Suite tools and benefit administration systems

Demonstrated success in providing exceptional customer service effectively

Collaborative and works well in a team environment

Excellent interpersonal and communication skills (both written and oral)

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)