Patriot Growth Insurance Services, LLC · 5 months ago
Director of Benefits Consulting (Hybrid)
Melville, NY
Full-time
Hybrid
Lead/Staff, Director/Executive
$120K/yr - $140K/yr
4+ years expPatriot Growth Insurance Services, LLC is a national insurance services firm focused on employee benefits and property and casualty agencies. They are seeking an experienced Director of Benefits Consulting to lead their team, ensuring exceptional service delivery to clients while managing large and self-funded accounts.
Employee BenefitsInsuranceProperty Insurance
No H1B
Responsibilities
Keep the team informed and communicate thoroughly and clearly with all team members concerning client issues, renewals, and proactive work
Positively influence the team members by being a trusted mentor, offer encouragement and praise, promote engagement, and build good working relationships
Strategically plan, execute, and drive benefits plan renewal timelines with the Producers to ensure minimal hold-ups
Partner with clients to help identify their business’ long-term employee benefits goals and develop a strategic plan to achieve them
Assist with day-to-day client needs in a timely manner
Perform annual renewal negotiations with the carriers, renewal plan selection, and other renewal functions as needed
Present clients with options to enhance their benefits package, including voluntary benefits, and cross-selling opportunities to enhance their package via renewal
Ensure that the implementation and transition processes for all carrier changes are handled smoothly with minimal disruption and communicate any major issues/changes
Responsible for the renewal checklist and meets with the Producers to discuss the renewal timeline
Conduct employer presentations (phone/webinar/in-person) in a consultative, logical, professional, and informative manner
Assess clients' understanding and attitude during meetings and presentations, encouraging feedback, and adjusting accordingly
Assess the nature of a problem quickly, understand thoroughly the expectations of the client, and consistently meet those expectations through viable solutions in a timely manner
Proactively respond when a potential problem is discovered and assist the client with any escalated employee benefit issues
Qualification
Required
4-6 years of Account Management experience with self-funded, large groups
2-4 years of leadership experience at an independent agency
NJ Life & Health license
Excellent interpersonal and communication skills (both oral and written)
A passion for leading a team that drives our agency's success
Ability to establish and maintain effective working relationships with all stakeholders
Occasional travel required to conduct in-person client open enrollment meetings
Proficient with the use of Microsoft Office Suite and products
Authorized to work in the U.S. without sponsorship
Preferred
BenefitPoint Agency Management System and Employee Navigator experience preferred
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