Senior Benefit Consultant

The posting, as Patriot Growth Insurance Services, LLC wrote it

Senior Benefit Consultant

Patriot Growth Insurance Services | Loveland, OH | Hybrid | Full-Time

Why This Role Matters

As 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 differe

[…]
025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone; it's about the people behind them.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com .

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