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Patriot Growth Insurance Services, LLC · 9 hours ago

Producer

Fairfax, VA

Full-time

Onsite

Entry, Mid Level

2+ years exp

Patriot Growth Insurance Services is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. The Benefits Consultant plays a pivotal role in driving new business sales while ensuring the retention of existing clients by providing strategic advice and maintaining robust relationships with clients, carriers, and internal teams.

Employee BenefitsInsuranceProperty Insurance

No H1B

Responsibilities

Drive new business sales and maintain a healthy pipeline through relationship building, networking, and delivering compelling sales presentations

Act as the primary stakeholder in client management, overseeing the client’s journey from renewal to ongoing service and support

Conduct various client meetings, including renewal discussions, claim reviews, benchmarking exercises, and open enrollment sessions

Provide strategic advice, planning, and ongoing support to clients, ensuring a positive client experience throughout

Foster and maintain strong relationships with clients, carriers, carrier representatives, and colleagues

Act as a point of contact for addressing client issues via phone, email, and in-person meetings, ensuring timely resolution

Oversee a personal support team, ensuring effective support and resolution for client issues

Facilitate internal team dynamics, provide training, and support team members growth

Identify opportunities for new business, cross-selling, and enhancements within client benefit programs

Stay update with benefit trends, strategies, and solutions, including exploring new point solutions

Utilize social media presence to create engaging content to maintain a visible online presence

Support both client and employee education regarding benefit programs and available options

Coordinate timelines for key deliverables and conduct mid-year education sessions for employees

Provide coverage for team members when absent, ensuring client needs are met seamlessly

Qualification

Employee Benefits InsuranceVirginia LifeHealth Insurance LicenseRegistered Employee Benefits ConsultantCustomer Relationship Management (CRM)Project ManagementClient Relationship ManagementCommunication SkillsProblem-Solving SkillsDetail-OrientedCritical Thinking

Required

2 or more years of relevant experience in sales or consulting, preferably in the Employee Benefits Insurance industry

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

Virginia Life and Health Insurance 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

Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience

Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions

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

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

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

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

Authorized to work in the US without sponsorship