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Employee Benefit Consultant

patriotgrowthinsuranceservicesllc · Solana Beach, CA · Patriot CA2
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<div style="font-family: 'Segoe UI'; font-size: 14px; font-style: normal; font-weight: 400; line-height: 20px;"> <h1>Employee Benefits Consultant</h1> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><strong>Patriot Growth Insurance Services </strong></div> <h2>Why This Role Matters</h2> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">As an Employee Benefits Consultant, you will help organizations build benefits programs that support their employees while driving growth for the agency. This role combines business development, client relationship management, and employee benefits expertise to deliver meaningful solutions that help employers attract, retain, and support their workforce.</div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"> </div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">You will work closely with prospects, clients, carriers, and internal account executives to evaluate employee benefits strategies, identify opportunities for improvement, and deliver tailored recommendations. With access to a collaborative team and industry-leading resources, you will play a key role in expanding the client base while ensuring clients receive exceptional service and trusted guidance throughout the year.</div> <h2>How You'll Make an Impact</h2> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Generate new business opportunities through proactive prospecting, referral source development, networking, and industry engagement activities.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Create customized employee benefits proposals and presentations that clearly communicate value and help organizations make informed decisions.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Review and evaluate clients’ benefits programs to identify opportunities for enhanced coverage, improved employee experience, and cost efficiencies.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Partner with account executives to support client onboarding, ensuring a seamless transition and positive client experience from day one.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Develop and maintain strong relationships with clients, referral partners, HR professionals, brokers, and industry associations to drive long-term growth.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Stay informed on industry trends, regulatory developments, and market changes to provide relevant and strategic guidance to clients.</li> </ul> <h2>Who You Are</h2> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">You are a relationship builder who enjoys connecting with people and creating long-term professional partnerships.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">You are motivated by business development and energized by uncovering opportunities that help clients succeed.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">You take a consultative approach and strive to understand each client’s unique goals before recommending solutions.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">You communicate effectively with a wide range of stakeholders and can present complex benefits concepts in a clear and approachable manner.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">You are highly organized and capable of managing multiple priorities while maintaining exceptional attention to detail.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">You thrive in a collaborative environment and enjoy partnering with teammates to deliver outstanding client outcomes.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">You are resourceful, accountable, and committed to providing exceptional client service.</li> </ul> <h2>What You Bring</h2> <h3>Day One:</h3> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">2+ years of experience in a client service, sales, or related position</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Associate degree in Sales, Business Administration, or a related field, or equivalent relevant professional experience</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Active California Life & Health Insurance License</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Proficiency with Microsoft Office Suite, including Word, PowerPoint, and Excel</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Strong verbal and written communication skills</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Excellent organizational, time-management, and documentation abilities</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Ability to occasionally work evenings and weekends as business needs require</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Authorization to work in the United States without sponsorship</li> </ul> <h3>Valuable Additions:</h3> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Experience within the employee benefits, insurance, or human resources industry</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Prior experience developing referral relationships and generating new business opportunities</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Knowledge of employee benefits plan design, renewal strategy, and client onboarding proces

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