Senior Benefit ConsultantPatriot Growth Insurance Services | Loveland, OH | Hybrid | Full-TimeWhy This Role MattersAs a Senior Benefit Consultant, you'll serve as the primary relationship manager and trusted advisor for a group of employee benefits clients. You'll help clients evaluate emerging trends, navigate benefit decisions, and develop strategies that support their employees, organizational goals, and financial objectives.
In this role, you'll lead renewal strategies, client meetings, and employee communications while partnering with carriers, vendors, and internal teams to deliver responsive, knowledgeable service. Your ability to anticipate needs, resolve concerns, and turn complex information into practical recommendations will help strengthen client relationships and support long-term retention.
How You'll Make an Impact- Manage client relationships to support satisfaction, retention, and long-term growth.
- Lead the full renewal process, including carrier marketing, negotiations, cost analysis, recommendations, and implementation.
- Develop and execute benefits strategies aligned with each client's goals and financial objectives.
- Lead annual service planning and key client meetings, presenting actionable insights and recommendations.
- Gather client information, prepare requests for proposals, and obtain alternative plan designs and carrier quotes.
- Coordinate communication among clients, insurance carriers, third-party administrators, and benefit vendors.
- Manage new client implementation, including onboarding activities, timelines, and carrier setup.
- Prepare and present open enrollment materials and employee benefit communications through virtual and in-person meetings.
- Conduct compliance reviews and support required filings and documentation.
- Complete and validate pre-renewal and renewal documents to ensure accuracy and timely submission.
- Identify opportunities to expand service offerings and connect clients with additional solutions.
- Support the implementation and use of benefits technology platforms, online enrollment systems, and benefit administration tools.
- Maintain accurate client records and manage workflows within agency systems and CRM platforms.
- Stay current on employee benefits trends and industry developments through ongoing professional development.
- Participate in or manage additional initiatives and projects as needed.
Who You Are- A relationship-focused professional who builds trust with clients and colleagues.
- A confident communicator who listens closely and presents recommendations clearly.
- Proactive in anticipating client needs, uncovering concerns, and following through on solutions.
- Organized and detail-oriented, with the ability to manage multiple accounts, priorities, and deadlines.
- Analytical and practical when evaluating benefit options and resolving client issues.
- Comfortable working with employees, key contacts, and executives across different organizational levels.
- Collaborative and effective at coordinating with carriers, vendors, and internal partners.
- Committed to continued learning and delivering consistent, high-quality client service.
What You BringDay One:- Bachelor's degree or equivalent industry experience.
- A minimum of 5-7 years of employee benefits account management or related insurance experience.
- Experience with fully insured and alternative funding arrangements.
- Excellent listening, written communication, and presentation skills.
- Ability to build professional relationships and communicate effectively with employees, key contacts, and executives.
- Strong organizational skills, including daily prioritization and the ability to manage multiple details simultaneously.
- Logical thinking and problem-solving skills, with a proactive approach to resolving client concerns.
- Strong working knowledge of Microsoft Office, particularly Word, Excel, and PowerPoint.
- Proficiency with online platforms and database management tools.
Real Benefits for Real LifeAt Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.
Highlights Include:- Multiple medical plan options, with preventive care covered at 100%
- Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
- Employer-paid short-term and long-term disability coverage
- Paid parental leave
- Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
- Competitive 401(k) company match to help you build your financial future
- Comprehensive dental and vision coverage
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
Pay Range: Posted below*
*Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.
Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.
Pay Range
$115,000-$130,000 USD
