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Patriot Growth Insurance Services, LLC · 17 hours ago

Employee Benefits Consultant (Producer)

Omaha, NE

Full-time

Hybrid

Senior Level

5+ years exp

Patriot Growth Insurance Services, LLC is a growth-focused national insurance services firm. The Employee Benefits Consultant plays a pivotal role in delivering exceptional benefits solutions and cultivating strong client relationships through strategic benefits planning and engagement with potential clients.

Employee BenefitsInsuranceProperty Insurance

Responsibilities

Develop and maintain strong relationships with prospects and clients. Challenge the status quo by displacing existing relationships and introducing The Olson Group as their trust benefits consultant

Conduct thorough research, initiate phone calls, emails, and participate in speaking engagements, tradeshows, and other activities to identify and engage potential clients

Identify key stakeholders and set strategic meetings with prospects to understand their needs and challenges

Travel as needed to meet with prospects and clients, providing strategic guidance and solutions

Take detailed notes during meetings, asking open-ended and indirect questions to gather essential information. Utilize the BenefitsEdge™ ScoreCards™ to assess client needs

Create BenefitsEdgeTM outputs and Strategic Benefits Plans tailored to the unique needs of each client

Conduct meetings with clients to present benefits plans, discuss output, and build consensus for change

Complete necessary paperwork for consultant of record changes, when required

Introduce clients to the assigned account management team, ensuring a smooth transition

Maintain regular contact with clients and account management teams, offering assistance and support as needed

Uphold an executive presence with prospects and clients to instill confidence and trust in The Olson Group’s services

Enter and update relevant data in Salesforce, keeping detailed and accurate records

Present at conferences, attend as a business partner, and actively engage with potential clients. Assist at Open Enrollment meetings and client review sessions as required

Qualification

Employee benefits knowledgeSales experienceNebraska LifeHealth Insurance LicenseCRM proficiencyRegistered Employee Benefits ConsultantProject managementClient relationship managementCommunication skillsDetail-orientedCritical thinking

Required

5 or more years of relevant experience in sales or consulting, preferably in the employee benefits or insurance industry

Associate Degree in Business Administration, Human Resources, Marketing, or a similar field

Nebraska Life and Health Insurance License

Nebraska Life and Health Insurance Consultant License

Possess a strong understanding of employee benefits, including knowledge of various benefit types, compliance with relevant regulations, and awareness of emerging trends and best practices

Excellent written and verbal communication skills to effectively convey information clearly and transparently

Familiarity and proficiency in using relevant software applications, including Customer Relationship Management (CRM) systems, Microsoft Office Suite, and other tools used for client management and communication

Experience in building and maintaining strong client relationships, understanding clients' unique needs, and providing customized insurance solutions

Detailed-oriented and organized with excellent project management abilities

Strong critical thinking skills to analyze complex scenarios and develop solutions for clients

Commitment to staying updated on industry trends, regulations, and best practices

Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information