Patriot Growth Insurance Services, LLC · 4 months ago
Employee Benefit Consultant (Hybrid)
Solana Beach, CA
Full-time
Hybrid
Entry, Mid Level
$60K/yr - $70K/yr
2+ years expPatriot Growth Insurance Services is a rapidly growing national insurance services firm, and they are seeking an Employee Benefit Consultant to enhance their client base. The role involves prospecting for new clients, collaborating with account executives, and ensuring client satisfaction through effective management of insurance coverages and renewals.
Employee BenefitsInsuranceProperty Insurance
No H1B
Responsibilities
Engage in proactive prospecting activities to identify potential employee benefits clients. Utilize various sources such as industry networks, referrals, and cold calling to generate leads and expand the client base
Prepare comprehensive quotes and proposals tailored to the specific needs of prospective clients. Effectively communicate the value of our employee benefits offerings, highlighting the advantages and benefits they provide, presented in a persuasive manner to win new business
Collaborate with account executives to review and analyze clients' insurance coverages on an annual basis. Assess the adequacy and competitiveness of existing plans, identifying opportunities for improvement or cost savings that align with clients' evolving needs
Cultivate and nurture relationships with referral sources such as insurance brokers, HR professionals, and industry associations. Become established as a trusted expert, seeking opportunities to generate referrals and expand business networks
Stay abreast of the latest industry trends, regulations, and changes in benefits offerings
Collaborate with account executives throughout the client onboarding process, providing necessary support, guidance, and information to facilitate a smooth transition for new clients
Nurture ongoing relationships with current clients, including participating in networking events
Acquire in-depth knowledge of insurance products and sales methodologies
Qualification
Required
2+ years of client service or sales position prior experience
Associate degree in Sales, Business Administration, or similar, or equivalent level of prior relevant experience
CA Life & Health License
Proficient in Microsoft Office Suite including Word, PowerPoint, and Excel
Flexibility to occasionally work nights & weekends
Strong verbal and written communication skills; able to build relationships and collaborate effectively
Highly organized, with the ability to prioritize tasks and manage time efficiently
Excellent attention to detail, with accurate data entry and thorough documentation skills
Team player with a strong sense of accountability and collaboration
Customer-focused, delivering exceptional service and solutions
Resourceful in securing and managing resources effectively
Authorized to work in the U.S. without sponsorship
Benefits
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)
Company
Patriot Growth Insurance Services, LLC
Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$500MKey Investors
Golub CapitalAntares CapitalSummit Partners
2023-11-28Debt Financing· $500M
2022-08-09Debt Financing
2021-02-23Debt Financing
Leadership Team
J
Jeff Wood
SVP, Premier Client Practice Leader
Ian Larson
President, Individual Health
Recent News
2026-01-07
2025-12-16
Company data provided by crunchbase