Benefits Account Manager (Intermediate)

Benefits Account Manager

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 Benefits Account Manager is responsible for an assigned block of business providing client services through independent and proactive critical thinking and analysis. The Benefits Account Manager will work closely with clients through the renewal process by coordinating group paperwork and plan implementation, developing employee communication materials, and facilitating employee communications.

The Benefits Account Manager will also respond to client inquiries and ensure the resolution of problems. This position will support the Client Service Team, when necessary, on elevated benefit enrollment, billing, claims and other service-related issues in an efficient and effective manner.

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

Professional Responsibilities

• Manage the implementation, delivery, and execution of benefit strategies developed by Exude's Consulting and Underwriting teams.
• Serve as the primary client liaison, providing guidance on benefit options, plan design, and compliance considerations.
• Conduct individual consultations to advise employees on plan selection and benefits usage based on their personal needs.
• Resolve complex claims, billing, and administrative issues by working directly with carriers, TPAs, and vendors.
• Support all aspects of the renewal process, including data collection, analysis, and communication of updates to clients.
• Deliver employee communications and educational sessions that align with each client's overall benefit strategy.
• Maintain accurate documentation of all interactions and resolutions in the CRM system.
• Collaborate with internal teams to ensure timely, accurate, and client-focused deliverables.
• Audit client contracts, amendments, and invoices as needed.
• Stay current on industry trends, carrier offerings, and compliance topics.
• Handle sensitive client information with professionalism and discretion.

Qualifications and Requirements

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 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 :

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.