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. Patriot’s 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 true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. With over 120 offices in 21 states and more than 1,300 professionals, Patriot is a top 50 U.S privately held insurance agency that also ranks in the top-20 amongst privately held employee benefit agencies.

ABOUT SAFEGARD: The Safegard Group, Inc. is a regional insurance and risk management broker located in Media, PA. Safegard is a leading, full-service insurance broker and risk management consulting firm, who are well-established with a reputation for honesty, integrity, unsurpassed service and groundbreaking business solutions. The Safegard Group, Inc. is recruiting for a full time Employee Benefits Account Executive/Manager. Safegard is a growing agency that offers a dynamic work environment for high energy, motivated, team-oriented employees. Salary will be commensurate with successful candidate’s background and experience.

OVERVIEW: The Employee Benefits Account Executive/Manager will be responsible for leading in the implementation, service, and marketing of new and active employee benefits clients.

RESPONSIBILITES:

• Assist in the review and design of Employee Benefits products including: fully insured and self-insured medical plans, worksite products, group life, short-term disability, long-term disability, dental and vision coverage
• Communicate and assist customers with understanding of and taking action on laws affecting Employee Benefits and Human Resources including: FMLA, ACA, and ERISA
• Request new business policy corrections and help clients resolve claims/billing issues
• Maintain accurate records within agency management system and electronic files
• Identify areas for process improvement within Employee Benefits department
• Assist in the preparation of client facing presentations and meeting

REQUIREMENTS:

• Bachelor’s Degree
• Licensed Life & Health Producer
• Professional Designation a plus but not required
• Microsoft Word, Excel, PowerPoint, Outlook
• Knowledge of Vertafore ® BenefitPoint a plus but not required
• Knowledge of Employee Navigator a plus but not required

GENERAL SKILLS:

• Verbal communication
• Comparative
• Written communication
• Technical knowledge
• Organization
• Industry knowledge
• Analytical skills
• General business knowledge
• Strategic thinking
• Relationship building

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)
• “Dress For Your Day” Casual Dress Code

Patriot Growth Insurance Services is an Equal Opportunity employer and does not permit discrimination based on race, ethnicity, color, sex, sexual orientation, gender identity, religion, national origin, ancestry, age, disability, marital status, source of income, familial status, genetic information or domestic or sexual violence victim status.