Senior Benefit Consultant (Hybrid) - Patriot Growth Insurance Services

About Patriot: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. We are committed to working with like-minded individuals that share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth. Our collaborative model delivers resources and strategic support to its agencies, whose leaders continue to operate with a high degree of autonomy in their local markets. Patriot’s unique equity model creates alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated associates. With 100+ offices in 23 states and more than 1,700 professionals, Patriot is a top 60 U.S privately held insurance agency that ranks in the top-20 amongst privately held employee benefits agencies.

About Intrepid CO: Intrepid is a full-service employee benefits firm located in downtown Denver. Our dedication and commitment to serving the business community in Denver has enabled us to become one of the most successful independent insurance agencies and consulting firms in Colorado. We have a reputation for honesty, integrity, unsurpassed service and strong focus on our collaborative culture. We consistently win Denver Best Places to Work year after year!

Overview: A Senior Benefit Consultant works on a team with a Benefit Analyst and an Employee Advocate. This dedicated team helps service a group of clients (a book of business). A Benefits Consultant interfaces with clients to strategize and propose viable employee benefit solutions. The Benefit Consultant is the primary project manager and communication liaison with employers.

Hybrid work environment: Work from home 3 days with 2 collaboration days in the downtown Denver office.

Primary Job Responsibilities:

• Develops a trusted advisor relationship with clients
• Creates and maintains a positive relationships with carriers and vendor partners
• Helps clients articulate their short and long-term objectives and develops a strategic plan
• Addresses client problems and issues. Acts proactively when a potential problem is discovered.
• Educates clients on legislative changes and conducts compliance reviews with clients
• Strategically plans and executes plan renewals and drives the renewal timeline
• Conducts pre-renewal meeting with the client and anticipates concerns developing from the renewal process. Meets with the Benefit Analyst to discuss meeting findings.
• Works with Benefit Analyst to negotiate benefit renewals
• Delivers renewal proposal to client including analysis, benchmarking and recommendations
• Prepares for client meetings by reviewing all presentation material thoroughly and checks to ensure there are no errors
• Helps Analyst and Advocate to develop employee communication materials
• Conducts employee open enrollment meetings and/or webinars
• Sends quarterly claims analysis to clients once completed by Analyst
• Enters notes in BenefitZone (CRM) after all meetings/contacts and ensures that follow up issues are handled timely and communicated to client
• Adds value through recommending additional options for a benefits package including voluntary benefits. Works with Analyst to discuss what lines should be quoted.
• Supplies training to new HR personnel
• Holds weekly team meetings with Analyst and Advocate. Keeps team informed and communicates thoroughly concerning client issues, renewals, and proactive work.
• Leads the monthly Consultant meetings where ideas are shared.

Book of business as of January 2024:

• 7 clients
• $700k annual revenue
• 4 fully insured clients, 1 bundled self-funded, 2 unbundled self-funded

Requirements:

Knowledge/Experience Required:

• Colorado Life and Health license
• 4 years of experience in the Employee Benefits industry
• Ability to communicate medical, Rx, and ancillary product analyses including plan design pricing and contract information
• Experience with self funding and medical captives
• Professional Designation is a plus

Skills/Abilities Required

• Excellent communication and presentation skills; listens, speaks, and writes well
• Able to interact effectively with people of various responsibility and authority (employees, HR contacts, executives)
• Ability to manage multiple client projects and work assignments under aggressive timeframes and stay highly organized
• Ability to work collaboratively with teammates by finding common ground in completing tasks and solving problems
• Proficient in Microsoft Outlook, Word, Excel and PowerPoint

WHY PATRIOT?

Patriot offers the opportunity to be a part of a fast-growing company at 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)

Salary Range: $100,000 - $150,000 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: Patriot's EEO and DEI Policy.