Employee Benefits Account Manager (hybrid)

Employee Benefits Account Manager

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: The Employee Benefits Account Manager executes projects that provide a world-class client experience. This includes marketing and proposal presentations, onboarding, employee communication initiatives, compliance, technology, and a broad range of benefits administrative projects. Candidate should be highly organized, able to self-manage projects, and work closely with colleagues to collaborate on solutions for new clients.

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

Professional Responsibilities:

• Proactively assesses, clarifies, and validates client/prospect needs on an ongoing basis.
• Responsible for client activities including marketing, spreadsheeting, client presentations, open enrollments, and benefits technology platform implementations.
• Maintains high client satisfaction standards.
• Actively engages with colleagues to continuously strive to improve processes, create efficiencies and reduce costs.
• Cooperatively takes on other duties, roles and responsibilities as assigned. Will assist the new business team with marketing, spreadsheeting, and open enrollment presentations for prospects as needed.

Qualifications and Requirements:

• Bachelor's Degree and 3-5 years of benefit account management experience.
• Identifies problems and reviews related information to develop and evaluate options and implement solutions.
• Computer proficiency with all Microsoft Office products, especially PowerPoint and Excel – should be able to learn quickly on HRIS systems and be willing to creatively engage with customer facing and internal technologies.
• Knowledgeable in COBRA, FSA, HSA and other compliance issues impacting clients.
• Demonstrates a high level of professional verbal and written communication skills.
• Client-focused attitude.
• Authorized to work in the U.S. without sponsorship.

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.