
1001 - 5000 employees
Founded 2019
đź’¸ Finance
🤝 B2B
đź’° Debt Financing on 2022-08
Insurance • Finance • B2B
Patriot Growth Insurance Services, LLC is a leading provider of risk management and insurance solutions that focuses on promoting business growth and safeguarding personal goals. With a commitment to delivering unparalleled service, they empower local brokers to offer comprehensive insurance options tailored to meet the diverse needs of businesses and individuals. By leveraging an expansive network of national carrier partners, they specialize in property & casualty and employee benefits, ensuring their clients receive the protection and support necessary to confidently pursue their goals.
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1001 - 5000 employees
Founded 2019
đź’¸ Finance
🤝 B2B
đź’° Debt Financing on 2022-08
Insurance • Finance • B2B
Patriot Growth Insurance Services, LLC is a leading provider of risk management and insurance solutions that focuses on promoting business growth and safeguarding personal goals. With a commitment to delivering unparalleled service, they empower local brokers to offer comprehensive insurance options tailored to meet the diverse needs of businesses and individuals. By leveraging an expansive network of national carrier partners, they specialize in property & casualty and employee benefits, ensuring their clients receive the protection and support necessary to confidently pursue their goals.
• Identify and develop relationships with middle-market and large-market businesses seeking guidance and support with their employee benefits programs. • Serve as a trusted advisor by providing consultative recommendations related to employee benefits, human resources challenges, and risk management solutions. • Develop customized employee benefits strategies by leveraging carrier relationships, agency resources, and available products and services. • Generate new business opportunities through networking, referrals, prospecting, and community involvement activities. • Build, manage, and grow a profitable book of employee benefits business while maintaining a strong focus on client retention. • Conduct client meetings, presentations, and educational sessions to help business owners and employees better understand available benefits solutions. • Manage renewal strategies and provide high-level ongoing service to ensure strong client relationships and long-term account growth. • Collaborate with internal Account Management and Service teams to deliver a seamless client experience and ensure service expectations are met. • Work closely with other sales teams throughout the organization to identify and capitalize on cross-selling opportunities. • Stay informed on industry trends, regulatory changes, carrier products, and emerging employee benefits solutions. • Maintain accurate prospect and client records within agency systems and sales tools. • Represent the agency professionally within the business community and cultivate relationships with key referral partners and industry stakeholders.
• 3-5 years of experience in employee benefits sales, insurance sales, business development, or a related field preferred; strong candidates with transferable sales experience will be considered. • Active Life & Health insurance license required. • Experience working with employee benefits products, group health plans, and employer-sponsored benefit programs preferred. • Experience with BenefitPoint or similar agency management systems preferred. • Strong business development, relationship-building, and consultative selling skills. • Excellent interpersonal and communication skills, both written and verbal. • Proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint. • Strong organizational and time management skills with the ability to manage multiple priorities independently. • Ability to establish and maintain effective working relationships with clients, carrier partners, and internal team members. • Self-motivated, goal-oriented, and committed to delivering exceptional client service.
• 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)
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