About the role

  • Director of Benefits Consulting at Patriot Growth Insurance Services focusing on client satisfaction and team leadership in a hybrid role. Overseeing large accounts and ensuring smooth benefits implementation and management.

Responsibilities

  • Keep the team informed and communicate thoroughly concerning client issues, renewals, and proactive work.
  • Positively influence the team members by being a trusted mentor, offer encouragement and praise, promote engagement, and build good working relationships.
  • Strategically plan, execute, and drive benefits plan renewal timelines with the Producers to ensure minimal hold-ups.
  • Partner with clients to help identify their business long-term employee benefits goals and develop a strategic plan to achieve them.
  • Assist with day-to-day client needs in a timely manner.
  • Perform annual renewal negotiations with the carriers, renewal plan selection, and other renewal functions as needed.
  • Present clients with options to enhance their benefits package, including voluntary benefits, and cross-selling opportunities to enhance their package via renewal.
  • Ensure that the implementation and transition processes for all carrier changes are handled smoothly with minimal disruption and communicate any major issues/changes.
  • Responsible for the renewal checklist and meets with the Producers to discuss the renewal timeline.
  • Conduct employer presentations (phone/webinar/in-person) in a consultative, logical, professional, and informative manner.
  • Assess clients' understanding and attitude during meetings and presentations, encouraging feedback, and adjusting accordingly.
  • Assess the nature of a problem quickly, understand thoroughly the expectations of the client, and consistently meet those expectations through viable solutions in a timely manner.
  • Proactively respond when a potential problem is discovered and assist the client with any escalated employee benefit issues.

Requirements

  • 4-6 years of Account Management experience with self-funded, large groups
  • 2-4 years of leadership experience at an independent agency
  • NJ Life & Health license
  • Excellent interpersonal and communication skills (both oral and written)
  • A passion for leading a team that drives our agency's success
  • Ability to establish and maintain effective working relationships with all stakeholders
  • Occasional travel required to conduct in-person client open enrollment meetings
  • BenefitPoint Agency Management System and Employee Navigator experience preferred
  • Proficient with the use of Microsoft Office Suite and products
  • Authorized to work in the U.S. without sponsorship.

Benefits

  • 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)

Job title

Director of Benefits Consulting – Hybrid

Job type

Experience level

Lead

Salary

$160,000 - $175,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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