Benefit Consultant Account Executive (Hybrid) - Patriot Growth Insurance Services

About Strategic Benefits of Cincinnati (SBC), A Division of Patriot Growth Insurance Services: Strategic Benefits of Cincinnati (Strategic) is a full-service group benefits broker. As a local agency, we represent all major carriers to provide comprehensive employee benefit programs to our clients. We have approximately 500 group clients in the Greater Cincinnati area, ranging in size from 2 to nearly 1,000 employees. We partner proactively with our clients to assist them in meeting their benefit, health and wellness goals.

Position Overview: A Benefit Consultant (BC) interfaces with a group of clients (book of business) each with 50+ employees to strategize and propose viable solutions to manage the menu of benefit options that the client offers to its employees. BCs partner with clients and assist them with 1) emerging trends in employee benefits, 2) annual renewal process, and 3) additional possible options that would enhance and meet their goals. BCs quickly assess the nature of any given problem, understand thoroughly the expectations of the client, and consistently meet and exceed those expectations. The BC must contribute to and flourish in a team environment and engage in regular professional development.

Work Arrangement: This is a full time, hybrid position (work from home on Fridays) reporting to our office in Loveland, OH. Computer equipment will be provided by the company upon hire.

Professional Responsibilities:

• Manages a block of clients.
• Strategically facilitates the renewal process in a proactive manner, offering recommendations and solutions based on the client’s needs.
• Adds value to clients through timely and regular presentation of options for their benefit package: alerts clients to potential legislative issues; serves as an educator on client's utilization of benefit offerings; educates employees on benefits and utilization.
• Utilizes systematic, reproducible processes such as checklists, branded template documents to advance and support the Strategic service model.
• Strategically builds and maintains carrier relationships.
• Utilizes internal database to thoroughly record and document client issues/discussions.
• Actively participates in internal meetings, contributing appropriately in a collaborative manner.
• Exhibits behavior with internal team, external vendor partners and clients that intentionally advances the Strategic high-performing culture.
• Identifies cross-selling opportunities.

Qualifications and Requirements:

• 3-5 years of experience in benefits including knowledge of employee benefit offerings.
• Bachelor's degree (or its equivalent) preferred.
• Ohio or Kentucky Life and Health License.
• Excellent communication and presentation skills (listen, speak, present, and write well); ability to interact effectively with people of various responsibility and authority (employees, key contacts, executives, etc.).
• Able to manage a multitude of details (including paperwork); staying proactive while expediting client issues.
• Strong organizational skills, including daily prioritization and logical thinking.
• A natural inclination to reach out, build relationships, and proactively uncover issues. Strong working knowledge of computer software including Microsoft Office especially Word, Excel and PowerPoint, online platforms and database management.
• Ability to build professional relationships with multiple levels of corporate environments.

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)

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.