Employee Benefits Account Manager

Patra Corporation

. Serve as the main point of contact for assigned small employee benefits accounts .

Posted 11/10/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing employee benefits accounts, maintaining client relationships, and advising on insurance needs while ensuring compliance with agency procedures. Proficient in utilizing technology and workflows to enhance service delivery and operational efficiency.

Highest-signal resume keywords

Employee Benefit Retail Insurance ExperienceActive Life & Health Insurance LicenseCalifornia Employee Benefit Market ExpertiseCarrier Online Platforms ProficiencyEffective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Employee Benefits Insurance CoveragesPolicy Retention ManagementAccount RoundingMarket Condition MonitoringPaperless Workflow Maintenance

Soft Skills

Professional CommunicationConfidentiality MaintenanceMultitasking AbilityPatience with Offshore Teams

Tools & Technologies

Agency Management SystemMicrosoft Office SuiteInternet Connectivity Requirements

Certifications & Qualifications

Life & Health Insurance License

Industry Keywords

Employee BenefitsInsurance NeedsClient Relationship ManagementRenewals CoordinationEfficiency Improvements

About the role

Key responsibilities & impact

Serve as the main point of contact for assigned small employee benefits accounts
Handle day-to-day servicing of accounts
Maintain and retain business by coordinating resources for new business and renewals
Develop and maintain relationships with clients, carriers, team members, India team, and Implementation Consultants
Manage customer service in accordance with Patra and agency procedures
Manage policy retention
Promote growth through account rounding and new business
Maintain clients and policies in the agency management system
Utilize the India team for established workflows
Advise clients on policy coverages, changes, exclusions, and insurance needs
Respond to inquiries within 24 hours and return phone calls the same day
Monitor market conditions and technical knowledge of products and tools
Identify efficiency improvements and revenue opportunities
Maintain a paperless workflow
Perform other assigned duties

Requirements

What you’ll need

3 to 5+ years of Employee Benefit Retail Insurance Experience
Active Life & Health Insurance License
Proficiency with core Benefits insurance coverages
Experienced with California Employee Benefit Market
High proficiency with carrier online platforms
Effective and professional communication with clients and internal staff
Ability to maintain confidentiality
Ability to handle multiple tasks simultaneously and meet designated deadlines
Excellent verbal and written communication skills
Excellent computer/internet/Microsoft skills
Patience and eagerness to be culturally effective with offshore (India based) employees
Minimum internet speed of 6 mbps download and 3 mbps upload; directly connected into modem; no satellite