Employee Benefit Consultant (Hybrid)

PDCM Insurance Inc.; Solana Beach (CA); Hybrid; USD 60,000 - 70,000; Full time

Job summary

A leading insurance brokerage is seeking an Employee Benefit Consultant to manage client relationships and drive new business. This full-time hybrid role involves prospecting, preparing proposals, and collaborating with account executives to ensure client satisfaction and growth.

Benefits

Medical, Dental, and Vision Benefits

Flexible Spending Account (FSA)

Health Savings Account (HSA)

Company paid Short-Term Disability

401 (k)

Qualifications

• 2+ years of client service or sales experience.
• CA Life & Health License required.

Responsibilities

• Prospect for new employee benefits clients.
• Collaborate with account executives for client onboarding.

Skills

Communication

Organization

Customer Focus

Teamwork

Education

Associate degree in Sales

Business Administration

Tools

Microsoft Office Suite

Job description

Careers At Patriot Growth Insurance Services and Partner Agencies

Current job opportunities are posted here as they become available.

About BJA, A Division of Patriot Growth Insurance Services: BJA Partners is a full-service insurance brokerage and consulting firm offering employee benefits, property and casualty, retirement, and personal services for a wide range of industries.

Position Overview: The Employee Benefit Consultant is responsible for prospecting for new employee benefits clients and collaborating with account executives to facilitate the onboarding process for new clients. This includes reviewing clients' insurance coverages, managing renewals, and ensuring their satisfaction with our services. This position leverages their expertise in employee benefits, contributing to the growth of the client base, and maintains strong relationships with existing clients.

Work Arrangement: This is a full-time hybrid remote position working in our office located in Solana Beach, CA.

Professional Responsibilities:

• Engage in proactive prospecting activities to identify potential employee benefits clients. Utilize various sources such as industry networks, referrals, and cold calling to generate leads and expand the client base.
• Prepare comprehensive quotes and proposals tailored to the specific needs of prospective clients. Effectively communicate the value of our employee benefits offerings, highlighting the advantages and benefits they provide, presented in a persuasive manner to win new business.
• Collaborate with account executives to review and analyze clients' insurance coverages on an annual basis. Assess the adequacy and competitiveness of existing plans, identifying opportunities for improvement or cost savings that align with clients' evolving needs.
• Cultivate and nurture relationships with referral sources such as insurance brokers, HR professionals, and industry associations. Become established as a trusted expert, seeking opportunities to generate referrals and expand business networks.
• Stay abreast of the latest industry trends, regulations, and changes in benefits offerings.
• Collaborate with account executives throughout the client onboarding process, providing necessary support, guidance, and information to facilitate a smooth transition for new clients.
• Nurture ongoing relationships with current clients, including participating in networking events.
• Acquire in-depth knowledge of insurance products and sales methodologies.

Qualifications and Requirements:

• 2+ years of client service or sales position prior experience
• Associate degree in Sales, Business Administration, or similar, or equivalent level of prior relevant experience
• CA Life & Health License
• Proficient in Microsoft Office Suite including Word, PowerPoint, and Excel
• Flexibility to occasionally work nights & weekends
• Strong verbal and written communication skills; able to build relationships and collaborate effectively
• Highly organized, with the ability to prioritize tasks and manage time efficiently
• Excellent attention to detail, with accurate data entry and thorough documentation skills
• Team player with a strong sense of accountability and collaboration
• Customer-focused, delivering exceptional service and solutions
• Resourceful in securing and managing resources effectively
• Authorized to work in the U.S. without sponsorship

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 holidays
• Personalized PTO
• 401 (k)

Pay Range: $60,000 - $70,000 + commission per year 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 .