Hybrid Employee Benefits Consultant

at Patriot Growth Insurance Services, LLC

• Job title: Employee Benefits Consultant
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: $70,304 per year
• Degree requirement: High School Diploma
• Location requirements: Hybrid, Sacramento, United States

About the role

• Employee Benefits Consultant responsible for client onboarding and management at a full-service insurance agency. Engaging in prospecting activities to expand the client base with a focus on employee benefits.

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 managers 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 managers 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.

Requirements

• 2+ years of client service or sales position prior experience
• Highschool diploma/GED
• CA Life & Health License encouraged
• 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)