Employee Benefit Consultant

Patriot Growth Insurance Services, LLC; Solana Beach (CA); On-site; USD 60,000 - 250,000; Full time

Benefits offered by this job

Multiple medical plan options

Free virtual medical and mental health

Employer-paid disability

Paid parental leave

Personalized PTO

401(k) match

Employee Assistance Program

Job summary

Patriot Growth Insurance Services in California is seeking an Employee Benefits Consultant who combines business development, client relationship management, and employee benefits expertise to deliver tailored solutions that attract, retain, and support workforces. Day-to-day you will generate new business, create benefits proposals, review programs, and partner with account executives to onboard clients.

You will build lasting relationships with HR pros, brokers, and referral partners while

Qualifications

• 2+ years of experience in a client service, sales, or related position.
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• Active California Life & Health Insurance License
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• Proficiency with Microsoft Office Suite, including Word, PowerPoint, and Excel
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• Strong verbal and written communication skills
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• Excellent organizational, time-management, and documentation abilities
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• Ability to occasionally work evenings and weekends as business needs require
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• Authorization to work in the United States without sponsorship

Responsibilities

• Generate new business opportunities through proactive prospecting, referral source development, networking, and industry engagement activities.
• Create customized employee benefits proposals and presentations that clearly communicate value and help organizations make informed decisions.
• Review and evaluate clients’ benefits programs to identify opportunities for enhanced coverage, improved employee experience, and cost efficiencies.
• Partner with account executives to support client onboarding, ensuring a seamless transition and positive client experience from day one.
• Develop and maintain strong relationships with clients, referral partners, HR professionals, brokers, and industry associations to drive long-term growth.
• Stay informed on industry trends, regulatory developments, and market changes to provide relevant and strategic guidance to clients.

Skills

Relationship building

Sales & business development

Client management

Communication skills

Organizational skills

Team collaboration

Time management

Attention to detail

Education

Associate degree in Sales, Business Administration, or related field

Tools

Microsoft Office Suite

Word

PowerPoint

Excel

Job description

As an Employee Benefits Consultant, you will help organizations build benefits programs that support their employees while driving growth for the agency. This role combines business development, client relationship management, and employee benefits expertise to deliver meaningful solutions that help employers attract, retain, and support their workforce.

You will work closely with prospects, clients, carriers, and internal account executives to evaluate employee benefits strategies, identify opportunities for improvement, and deliver tailored recommendations. With access to a collaborative team and industry-leading resources, you will play a key role in expanding the client base while ensuring clients receive exceptional service and trusted guidance throughout the year.

How You'll Make an Impact

• Generate new business opportunities through proactive prospecting, referral source development, networking, and industry engagement activities.
• Create customized employee benefits proposals and presentations that clearly communicate value and help organizations make informed decisions.
• Review and evaluate clients’ benefits programs to identify opportunities for enhanced coverage, improved employee experience, and cost efficiencies.
• Partner with account executives to support client onboarding, ensuring a seamless transition and positive client experience from day one.
• Develop and maintain strong relationships with clients, referral partners, HR professionals, brokers, and industry associations to drive long-term growth.
• Stay informed on industry trends, regulatory developments, and market changes to provide relevant and strategic guidance to clients.

Who You Are

• You are a relationship builder who enjoys connecting with people and creating long-term professional partnerships.
• You are motivated by business development and energized by uncovering opportunities that help clients succeed.
• You take a consultative approach and strive to understand each client’s unique goals before recommending solutions.
• You communicate effectively with a wide range of stakeholders and can present complex benefits concepts in a clear and approachable manner.
• You are highly organized and capable of managing multiple priorities while maintaining exceptional attention to detail.
• You thrive in a collaborative environment and enjoy partnering with teammates to deliver outstanding client outcomes.
• You are resourceful, accountable, and committed to providing exceptional client service.

What You Bring

Day One:

• 2+ years of experience in a client service, sales, or related position
• Associate degree in Sales, Business Administration, or a related field, or equivalent relevant professional experience
• Active California Life & Health Insurance License
• Proficiency with Microsoft Office Suite, including Word, PowerPoint, and Excel
• Strong verbal and written communication skills
• Excellent organizational, time-management, and documentation abilities
• Ability to occasionally work evenings and weekends as business needs require
• Authorization to work in the United States without sponsorship

Valuable Additions:

• Experience within the employee benefits, insurance, or human resources industry
• Prior experience developing referral relationships and generating new business opportunities
• Knowledge of employee benefits plan design, renewal strategy, and client onboarding processes
• Established relationships within the California business community or HR network

Real Benefits for Real Life

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.

Highlights Include:

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Paid parental leave
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
• Competitive 401(k) company match to help you build your financial future
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support

About Patriot Growth Insurance Services

At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.

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. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them.

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".

Pay Range: Posted below*
*Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering 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. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.

Pay Range

$60,000 - $250,000 USD