Now Hiring - Account Manager (Hybrid) in Riverside, RI

About Patriot: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. We are committed to working with like-minded individuals that share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth. Our collaborative model delivers resources and strategic support to its agencies, whose leaders continue to operate with a high degree of autonomy in their local markets. Patriot's unique equity model creates alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated associates. With 100+ offices in 23 states and more than 1,700 professionals, Patriot is a top 60 U.S privately held insurance agency that ranks in the top-20 amongst privately held employee benefits agencies.

About WD & Associates: WD & Associates is a local insurance services firm based in East Providence, Rhode Island. We have been providing clients with comprehensive and reliable services since our inception in 1992. At WD & Associates, we are committed to delivering quality insurance solutions tailored to the unique needs of each of our clients. Our experienced and knowledgeable staff provide exceptional customer service and personalized advice for all our client's insurance needs. We strive to make the insurance process stress-free and easy to understand. Our team is passionate about helping individuals and businesses navigate the complexities of insurance in an ever-changing environment.

Overview: The Account Manager (Hybrid) will be responsible for successfully managing and annually renewing a book of existing client business, while having the opportunity for new business relationships or cross-sell opportunities for the agency. This position will work with the WD & Associates team to help clients and their employees manage the ever-changing environment of employee benefits, compliance, HR, and more.

Account Managers must possess excellent organizational skills to coordinate the internal flow of work around renewals and new business relationships and must demonstrate high attention to detail when reviewing client documents for conformity and accuracy.

Primary Job Responsibilities:

• Provides exceptional customer service to each client, acting as a professional consultant and resource to meet their needs. Continually nurtures relationships and provides a consistent presence that should ultimately result in a constant awareness to any organizational changes that may result in the need for benefit plan adjustments.
• Works in a collaborative partnership with sales (Producers) to obtain the best possible products and services available to meet each client's needs and objectives.
• Reviews client documents, contracts, proposals, booklets, etc. for conformity and accuracy.
• Coordinates and expedites the internal flow of work around benefit renewal and new business.
• Manages renewals alongside the Benefit Consultant and insurance carriers. Including quotes, renewal analysis, preparing spreadsheets, contribution modeling, benchmarking, recommendations, and communication materials to present to both employer and employees.
• Addresses client inquiries/situations via a personal consultative approach and demonstrates appropriate awareness to involve additional internal team members to ensure appropriate and timely resolution, as needed.
• Manages RFP process for all product lines. This includes managing the financial analysis to present to the client.
• Utilizes internal CRM, tools and applications appropriately to manage the client relationship.
• Processes carrier changes and new business submissions during open enrollment.
• Actively participates in training programs to enhance benefit industry knowledge.

Requirements:

• Entry level candidates will be considered
• Must be an independent worker who demonstrates a high level of initiative.
• Must be self-motivated and able to manage your day accordingly.
• High School Diploma or equivalent required. Bachelor's Degree or equivalent years of experience preferred.
• Current Life, Accident, & Health license preferred OR the ability to obtain Life & Health license within 30 days of hire.
• High proficiency in Microsoft Office products (Outlook, Word, PowerPoint, Excel). Strong computer skills, ability to use multi-line phone system, copiers, scanners, etc.
• Ability to multi-task and prioritize tasks/projects.
• Must be detail-oriented and able to work in a fast-paced environment.
• Must possess a professional demeanor and appearance.
• Strong verbal and written communication skills.
• A passion for being part of a team that drives our company to industry leadership.

WHY PATRIOT?

Patriot offers the opportunity to be a part of a fast-growing company at 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: Patriot's EEO and DEI Policy

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