Senior Benefit Consultant

Patriot Growth Insurance Services; Loveland (OH); Hybrid; USD 115,000 - 130,000; Full time

Benefits offered by this job

Medical plans

Virtual healthcare

Disability coverage

Parental leave

Personalized PTO

401(k) match

EAP

Job summary

Patriot Growth Insurance Services in Loveland, OH is seeking a Senior Benefit Consultant to serve as the primary relationship manager for employee benefits clients, guiding renewal strategies and communications. You will collaborate with carriers, vendors, and internal teams to turn complex benefit options into practical recommendations, support open enrollment, and ensure timely, accurate filings.

Ideal candidates bring 5–7 years in employee benefits account management, self-funded experience,

Qualifications

• Bachelor's degree or equivalent industry experience.
• 5–7 years of employee benefits account management experience.
• 3–5 years of firm self-funded experience.
• Experience with fully insured and alternative funding arrangements.
• Excellent listening, written communication, and presentation skills.
• Ability to build professional relationships with employees, contacts, and executives.
• Strong organizational skills and ability to manage multiple details.

Responsibilities

• Manage client relationships to support satisfaction, retention, and long-term growth.
• Lead renewal processes, including carrier marketing, negotiations, cost analyses, and recommendations.
• Develop and execute benefits strategies aligned with client goals and finances.
• Lead annual service planning and key client meetings with insights and recommendations.
• Coordinate with carriers, vendors, and internal teams to deliver service.
• Oversee implementation, onboarding timelines, and carrier setup.
• Prepare and present open enrollment materials and communications.
• Conduct compliance reviews and support filings and documentation.
• Identify opportunities to expand services and connect clients with solutions.

Skills

Relationship management

Communication

Client service

Organization

Analytical thinking

Executive communication

Microsoft Office

Database tools

Education

Bachelor's degree or equivalent industry experience

Tools

Microsoft Word

Excel

PowerPoint

Online platforms & database tools

Job description

Patriot Growth Insurance Services | Loveland, OH | Hybrid | Full-Time

Why This Role Matters

As a Senior Benefit Consultant, you'll serve as the primary relationship manager and trusted advisor for a group of employee benefits clients. You'll help clients evaluate emerging trends, navigate benefit decisions, and develop strategies that support their employees, organizational goals, and financial objectives.

In this role, you'll lead renewal strategies, client meetings, and employee communications while partnering with carriers, vendors, and internal teams to deliver responsive, knowledgeable service. Your ability to anticipate needs, resolve concerns, and turn complex information into practical recommendations will help strengthen client relationships and support long-term retention.

How You'll Make an Impact

• Manage client relationships to support satisfaction, retention, and long-term growth.
• Lead the full renewal process, including carrier marketing, negotiations, cost analysis, recommendations, and implementation.
• Develop and execute benefits strategies aligned with each client's goals and financial objectives.
• Lead annual service planning and key client meetings, presenting actionable insights and recommendations.
• Gather client information, prepare requests for proposals, and obtain alternative plan designs and carrier quotes.
• Coordinate communication among clients, insurance carriers, third-party administrators, and benefit vendors.
• Manage new client implementation, including onboarding activities, timelines, and carrier setup.
• Prepare and present open enrollment materials and employee benefit communications through virtual and in-person meetings.
• Conduct compliance reviews and support required filings and documentation.
• Complete and validate pre-renewal and renewal documents to ensure accuracy and timely submission.
• Identify opportunities to expand service offerings and connect clients with additional solutions.
• Support the implementation and use of benefits technology platforms, online enrollment systems, and benefit administration tools.
• Maintain accurate client records and manage workflows within agency systems and CRM platforms.
• Stay current on employee benefits trends and industry developments through ongoing professional development.
• Participate in or manage additional initiatives and projects as needed.

Who You Are

• A relationship-focused professional who builds trust with clients and colleagues.
• A confident communicator who listens closely and presents recommendations clearly.
• Proactive in anticipating client needs, uncovering concerns, and following through on solutions.
• Organized and detail-oriented, with the ability to manage multiple accounts, priorities, and deadlines.
• Analytical and practical when evaluating benefit options and resolving client issues.
• Comfortable working with employees, key contacts, and executives across different organizational levels.
• Collaborative and effective at coordinating with carriers, vendors, and internal partners.
• Committed to continued learning and delivering consistent, high-quality client service.

What You Bring

Day One:

• Bachelor's degree or equivalent industry experience.
• A minimum of 5–7 years of employee benefits account management or related insurance experience.
• 3-5 years of firm self-funded experience.
• Experience with fully insured and alternative funding arrangements.
• Excellent listening, written communication, and presentation skills.
• Ability to build professional relationships and communicate effectively with employees, key contacts, and executives.
• Strong organizational skills, including daily prioritization and the ability to manage multiple details simultaneously.
• Logical thinking and problem-solving skills, with a proactive approach to resolving client concerns.
• Strong working knowledge of Microsoft Office, particularly Word, Excel, and PowerPoint.
• Proficiency with online platforms and database management tools.

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.

Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.

Pay Range

$115,000 - $130,000 USD