Mid-Market and Large Group Benefits Consultant
Patriot Growth Insurance Services, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Philadelphia • Pennsylvania • United States
Visit company websiteExplore more
About the role
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
health benefits experiencefully insured plansself-funded plansfunding strategiescarrier evaluationTPA evaluationclaims analysisstop-losscompliancebenefits strategy
Soft Skills
relationship buildingcommunication skillspresentation skillsconsultative skillsinfluenceorganizational skillsproblem-solvingdecision-making
Certifications
Life & Health licenseREBCGBACEBS