Employee Benefits Consultant
Patriot Growth Insurance Services, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Sacramento • California • United States
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Salary
💰 $70,304 per year
About the role
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
client servicesalesinsurance productssales methodologiesdata entrydocumentation
Soft Skills
verbal communicationwritten communicationrelationship buildingcollaborationorganizationtime managementattention to detailcustomer focusresource managementaccountability
Certifications
CA Life & Health License