Employee Benefits Account Manager (Hybrid)

Posted 10 Days Ago
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Buffalo, NY, USA
In-Office
28-30 Hourly
Entry level
Agency • Insurance • Professional Services • Consulting
The Role
Provide guidance and enrollment support for ACA, Child Health Plus, Essential Plan, and Medicare clients. Manage an assigned book of business, conduct outreach during enrollment periods, assist with applications and policy changes, generate referrals and leads, maintain client records, and collaborate with internal teams to ensure client retention and compliance.
Summary Generated by Built In

About Sheridan, A Division of Patriot Growth Insurance Services: Sheridan Benefits is a dynamic, full-service independent insurance agency, established in 2005 and based in vibrant Buffalo, NY. We specialize in providing comprehensive Benefit consulting, integrated Payroll, HR, Compliance services, and cutting-edge technology solutions to a diverse clientele—from small family-owned businesses to large national corporations. Our dedicated team also assists individuals with health insurance and Medicare needs. At Sheridan Benefits, we prioritize customer satisfaction and retention, and our commitment to excellence is reflected in everything we do. As a proud partner agency of Patriot Growth Insurance Services, we offer exciting opportunities for professional growth and collaboration in the dynamic insurance industry.

Position Overview: We are seeking a motivated and client-focused ACA and Medicare Agent to join our team. This role is responsible for helping individuals and families navigate their health insurance options through the Affordable Care Act (ACA), including Child Health Plus and Essential Plans, as well as Medicare programs. The ideal candidate is relationship-driven, service-oriented, and passionate about helping clients make informed healthcare coverage decisions. This position offers the opportunity to support an established book of business while developing new client relationships through referrals, community engagement, and agency-generated leads.

Work Arrangement: This is a full-time hybrid position reporting to our office in Buffalo, NY.

Professional Responsibilities:

  • Serve as a trusted advisor to individuals and families by providing guidance on ACA, Child Health Plus, Essential Plan, and Medicare coverage options.
  • Conduct proactive outreach to clients within an assigned book of business during annual enrollment periods and throughout the year to address questions, policy changes, and coverage needs.
  • Build and maintain strong relationships with clients by delivering responsive, high-quality service and ongoing support.
  • Develop relationships with centers of influence (COIs), referral partners, community organizations, and other networking sources to generate new business opportunities.
  • Work agency-provided leads and conduct prospect outreach to grow a personal book of business.
  • Educate clients on available plan options, eligibility requirements, coverage details, and enrollment processes.
  • Assist clients with applications, enrollments, renewals, and policy changes while ensuring accuracy and compliance.
  • Stay current on ACA, Child Health Plus, Essential Plan, Medicare, and related regulatory requirements, carrier products, and industry developments.
  • Maintain accurate client records and documentation within agency systems.
  • Collaborate with internal team members to support client retention, operational efficiency, and service excellence.
  • Participate in training and professional development opportunities to expand product knowledge and sales effectiveness.

Qualifications and Requirements:

  • Active New York Life & Health Insurance License required.
  • Experience with ACA, Child Health Plus, Essential Plans, Medicare, or other health insurance products preferred.
  • Prior insurance sales, enrollment, customer service, or account management experience preferred.
  • Strong interpersonal, presentation, and communication skills, both written and verbal.
  • Demonstrated ability to build relationships and establish trust with clients and referral partners.
  • Self-motivated with strong organizational and time-management skills.
  • Ability to manage multiple priorities while maintaining a high level of client service.
  • Professional demeanor and client-first mindset.
  • Proficiency with Microsoft Office Suite and agency technology platforms.
  • Willingness to learn, grow, and develop expertise in health insurance products and regulations.

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.

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)

Pay Range: $28 - $30 per hour depending on experience.

A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

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 New York Life & Health Insurance License
  • Experience with ACA, Child Health Plus, Essential Plans, Medicare, or other health insurance products
  • Prior insurance sales, enrollment, customer service, or account management experience
  • Strong interpersonal, presentation, and communication skills (written and verbal)
  • Demonstrated ability to build relationships and establish trust with clients and referral partners
  • Self-motivated with strong organizational and time-management skills
  • Ability to manage multiple priorities while maintaining a high level of client service
  • Proficiency with Microsoft Office Suite and agency technology platforms
  • Willingness to learn, grow, and develop expertise in health insurance products and regulations
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The Company
1,100 Employees

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.

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