Hybrid Mid-Market and Large Group Benefits Consultant

at Patriot Growth Insurance Services, LLC

• Job title: Mid-Market and Large Group Benefits Consultant
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Philadelphia, United States

About the role

• Mid-Market and Large Group Benefits Consultant managing and strengthening client relationships for employer-sponsored Health and Welfare programs. Delivering strategic guidance and cost-effective benefits solutions in a hybrid working environment.

Responsibilities

• Serve as the primary strategic partner and trusted advisor for assigned clients
• Develop a deep understanding of each clients business objectives, workforce strategy, and benefits philosophy
• Design and recommend competitive, cost-effective Health and Welfare benefit solutions
• Lead and manage the annual renewal process, including plan analysis, vendor evaluation, and negotiations
• Provide ongoing consultative support, including claims/funding updates, compliance guidance, and emerging trends
• Develop long-term benefits strategies for larger clients (100+ employees)
• Organize and lead regular client meetings and presentations
• Identify opportunities to enhance client relationships and expand services
• Collaborate with underwriting, account management, and client service teams to ensure consistent service delivery
• Support new business efforts and cross-selling initiatives
• Maintain accurate documentation and updates within CRM and internal systems

Requirements

• Bachelors Degree in HR, Risk Management/Insurance, Health Policy, or related field
• Minimum 3 years of health benefits experience
• Strong knowledge of fully insured and self-funded plans, including funding strategies, carrier/TPA evaluation, claims analysis, stop-loss, and compliance (ACA, HIPAA, Section 125)
• Active Life & Health license
• Professional designations (REBC, GBA, CEBS) preferred or in progress
• Strong ability to build and maintain relationships with executive-level stakeholders
• Excellent communication, presentation, and consultative skills
• Proven ability to influence cross-functional teams
• Highly organized with strong problem-solving and decision-making capabilities
• Comfortable with business technology and reporting tools

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)