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Patriot Growth Insurance Services

Provides insurance, risk management, consulting services

Employee Benefits Consultant - Producer

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeOmaha, NE, USAIn-person

About the Job

Requirements

  • Associate degree in Business Administration, Human Resources, Marketing, or a related field.
  • At least 5 years of experience in sales, consulting, or a related role; employee benefits or insurance industry experience is preferred.
  • Active Life & Health Insurance License.
  • Active Life & Health Insurance Consultant License.
  • Strong understanding of employee benefits programs, compliance requirements, market trends, and industry best practices.
  • Experience building and maintaining long-term client relationships and delivering customized insurance or benefits solutions.
  • Proficiency with Salesforce, customer relationship management systems, Microsoft Office Suite, and related business applications.
  • Strong project management, organizational, and critical-thinking abilities.
  • Maintain confidentiality and professional ethical standards.

Responsibilities

  • Develop new business opportunities through networking, prospecting, speaking engagements, trade shows, referrals, and strategic outreach activities.
  • Build relationships with prospective and existing clients by understanding their business goals, workforce challenges, and employee benefits objectives.
  • Conduct discovery meetings and use BenefitsEdge tools and ScoreCards to assess client needs and identify opportunities for strategic improvement.
  • Develop customized Strategic Benefits Plans and BenefitsEdge outputs that provide value and actionable recommendations.
  • Lead client presentations, benefits strategy discussions, and consensus-building conversations that support organizational decision-making.
  • Partner with account management teams to ensure a seamless transition from prospect to client and support long-term client success.
  • Maintain accurate records and pipeline activity in Salesforce for reporting, forecasting, and relationship management.

Desired Qualifications

  • Bachelor's degree in Business Administration, Human Resources, Marketing, or a related field.
  • Registered Employee Benefits Consultant designation.
  • Experience presenting at conferences, trade shows, industry events, or employee enrollment meetings.
  • Familiarity with strategic benefits planning methodologies and consultative sales processes.
  • Established relationships within the Nebraska business community or employee benefits marketplace.
  • Demonstrated success driving growth through prospecting, networking, and referral development.

About the Company

Patriot Growth Insurance Services

Provides insurance, risk management, consulting services

Patriot Growth Insurance Services provides a national range of insurance, risk management, and consulting services for businesses and individuals. It works through a network of local brokers that use Patriot GIS’s platform of expertise, service, support, resources, and technology to deliver insurance solutions and risk management programs. Revenue comes from insurance premiums, consulting fees, and risk management services. Patriot GIS differentiates itself by combining national coverage with local broker empowerment and tailored client support, offering both property/casualty and employee benefits services alongside consulting. Its goal is to help clients protect their assets, manage risk, and grow their insurance programs, while also supporting communities through the Patriot Growth Charitable Fund.

Company size
501-1,000
Company stage
Debt Financing
Total funding
$500M
Headquarters
Upper Dublin Township, United States
Founded
2019

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