Employee Benefits Account Manager - Patriot Growth Insurance Services

About PDCM, A Division of Patriot Growth Insurance Services: With roots dating back more than 100 years, PDCM blends a century of experience with industry innovation to bring you a completely different approach to managing risk and insurance. Our personalized advisers use PDCM’s unique Risk Reduction Approach to take a comprehensive look at our client’s needs and customize a plan for their family or business. Our dedication and commitment to serving the community has enabled us to become one of the most successful independent insurance agencies and consulting firms in Iowa.

Position Overview: We are seeking an experienced Employee Benefits Account Manager to join our growing team. This position is responsible for supporting the sales process by providing prompt and courteous customer service to current and prospective clients. The Employee Benefits Account Manager position maintains accurate documentation and records of client policies and activities through established processes and workflows. Additionally, this position participates in the account review process.

Work Arrangement: This is a full-time, hybrid position reporting to our office located in Waterloo, IA. Computer equipment will be provided by the company upon hire.

Professional Responsibilities:

• Customer Service and Support: Receive phone calls and emails from clients, carriers and/or Producers regarding policy changes, requotes, certificate requests, and renewal information. Follow the appropriate processes in answering questions, educating clients, researching claim issues, troubleshooting problems, submitting information to carriers, responding to clients and updating systems. Handle escalated client complaints and interface with client contacts, Producers, carriers and/or other representatives where appropriate. Process account changes, policy transfers, rewrites, cancellations and the creation of new policies through established procedures and technical workflows.
• Teamwork and Collaboration: Build and develop positive relationships with clients and carriers. Maintain and develop relationships within PDCM through effective team interaction, asking questions, and sharing ideas and knowledge.
• Systems and Workflow: Navigate various sources of information, gather necessary data and input data into appropriate systems. Follow established procedures and technical workflows.
• Organization: Collect data and arrange information in a professional, presentable and accurate format. Prepare client applications, quotes, insurance renewals and meeting packets.
• Documentation Creation and Material Coordination: Prepare insurance renewals and provide quotes for proposals. Provide applications and collaborate with clients to ensure accuracy. Collect and organize data, arrange information in a professional, presentable manner with a high level of attention to detail and ensure Producers have this information available for client meetings.
• Sales Support: Cross-sell various products to existing clients to round out accounts and increase client retention rate. Utilize retention strategies such as sending thank you notes to clients to build and maintain positive client relationships.

Qualifications and Requirements:

• Associate’s degree in business, communications or related field or equivalent experience.
• Strong verbal and written communication skills.
• Experience working in a customer service role or support capacity in an insurance agency.
• Obtainment and maintenance of State of Iowa position-relevant insurance licenses.
• Proficiency with Microsoft Office suite including Outlook, Word, Excel and PowerPoint.
• Proficiency with database software and website navigation.
• A passion for being part of a team that drives our company to industry leadership.

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 ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 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.