About We Insure Risk, A Division of Patriot Growth Insurance Services: We are industry experts united by our values of teamwork, integrity, accomplishment, and creativity. Our success comes from our talented team working together to deliver innovative and creative solutions to help protect the things that matter most to our clients. We don’t think outside of the box; We break it!

We are seeking individuals who are driven by passion, share our values, and are willing to shake things up. We want you to deliver solutions that turn the insurance world upside down. If you are creative, up for a challenge, a problem solver, thrive on a team, and really love that feeling of advocating for someone, we’ve got a role for you.

Position Overview: The Benefit Consultant is responsible for managing an assigned book of business supporting both small and large groups. This licensed position will use their broad industry knowledge and expertise to consult with clients to recommend products and services that meet their benefit strategies and financial goals. Oversees management of accounts including renewals, contract negotiations, customer service, vendor relations, and compliance support.

Work Arrangement: This is a full-time, remote position that supports our office located in Hudson, NY.

Professional Responsibilities:
The work you do will have an impact on our clients, your peers, and the overall success of the agency. Your contributions will include:

• Manage assigned book of business for small/large groups including providing customer support, researching problems and providing sales support and product information.
• Proficient in key features and benefits of all products, including technology systems and compliance support, to effectively service and manage book of business.
• Maintain knowledge of competitor products and be able to speak to differences.
• Consult with clients to identify products that meet their needs while identifying cross-sell/up-sell opportunities.
• Maintain a deep understanding of all aspects of small/large group products including the renewal process.
• Manage renewal process for small/large groups including gathering data requirements to shop manual/claims-based renewals, gather claims/census information and prepare renewal letters.
• Provide high level support on matters associated with claims, contracts and healthcare reform. Partner with vendors, carriers and general agents to seek successful resolution.
• Responsible for maintaining understanding of ERISA compliance. Provide compliance support including plan documents, and wrap documents.
• Provide customer service including assessing clients’ needs and determining the correct method for resolving issues. Identify issues that need to be escalated to management.
• Maintain notes and activity follow-ups for clients in CRM to ensure completion of all inquiries in a timely manner.
• Work with team to identify and execute improvements within products, services and customer service processes.
• Provide product expertise support and assist with day-to-day client and staff questions.

Qualifications and Requirements:

• Associates degree or equivalent work experience
• Must have current and active resident state & non-resident insurance licenses
• Strong account management skills with group renewal experience for small and large groups
• Full comprehension of industry laws, regulations and best practices
• Strong customer service skills with ability to build strong client relationships
• Strong computer skills and ability to obtain proficiency in agency systems
• Proficient in MS Office (Word, Excel, PowerPoint, Teams, One Note, Share Point)
• Ability to work independently at home and maintain adequate internet and phone service
• Experience with Zywave, Zen Desk, Quoting System, Vonage and Carrier Systems a plus

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• 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)

Pay Range: $60,000 - $70,000 depending on experience

A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers 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.

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.