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 hybrid position reporting to our office located in San Antonio, 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)
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.
Skills Required
- Active Life & Health Insurance license (Texas)
- 5+ years relevant Employee Benefits experience at an independent agency
- Proficiency with Microsoft Office Suite and benefit administration systems
- Demonstrated success providing exceptional customer service
- Ability to collaborate and work well in a team environment
- Excellent written and oral interpersonal and communication skills
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What We Do
Patriot Growth Insurance Services is a national insurance services firm that partners with property and casualty and employee benefits agencies across the United States. The company combines the high-touch service of a boutique firm with the scale and negotiating power of a top 25 national brokerage to provide customized insurance solutions and specialized industry expertise tailored to each client's unique goals.
