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Benefits Consultant
Benefits ConsultantPDCM Insurance Inc. • Fairfax, VA, US
Benefits Consultant

Benefits Consultant

PDCM Insurance Inc. • Fairfax, VA, US
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Overview

About BBG, A Division of Patriot Growth Insurance Services : For nearly 30 years, Business Benefits Group has remained a recognized leader in employee benefits, HR consulting, and business insurance. We have supported thousands of businesses across many industries to help to meet their goals and achieve more as a business. We remain a benefits-centric agency, bringing the tools, resources, and solutions that employers should expect to address new challenges with rising health care costs, regulatory issues, and advancements in technology. Our team of trusted advisors help to lead our clients through these challenges, and more – while also setting a high bar for our industry as a thought leader within the industry.

Position Overview

Position Overview

The Benefits Consultant plays a pivotal role in driving new business sales while ensuring the retention of existing clients. This position is responsible for cultivating positive client experiences by providing strategic advice, overseeing client lifecycle management, and maintaining robust relationships with clients, carriers, carrier representatives and internal teams.

Work Arrangement

Work Arrangement : This is a full-time position reporting to our office located in Fairfax, VA.

Professional Responsibilities

  • Drive new business sales and maintain a healthy pipeline through relationship building, networking, and delivering compelling sales presentations.
  • Act as the primary stakeholder in client management, overseeing the client's journey from renewal to ongoing service and support.
  • Conduct various client meetings, including renewal discussions, claim reviews, benchmarking exercises, and open enrollment sessions.
  • Provide strategic advice, planning, and ongoing support to clients, ensuring a positive client experience throughout.
  • Foster and maintain strong relationships with clients, carriers, carrier representatives, and colleagues.
  • Act as a point of contact for addressing client issues via phone, email, and in-person meetings, ensuring timely resolution.
  • Oversee a personal support team, ensuring effective support and resolution for client issues.
  • Facilitate internal team dynamics, provide training, and support team members growth.
  • Identify opportunities for new business, cross-selling, and enhancements within client benefit programs.
  • Stay update with benefit trends, strategies, and solutions, including exploring new point solutions.
  • Utilize social media presence to create engaging content to maintain a visible online presence.
  • Support both client and employee education regarding benefit programs and available options.
  • Coordinate timelines for key deliverables and conduct mid-year education sessions for employees.
  • Provide coverage for team members when absent, ensuring client needs are met seamlessly.

Qualifications and Requirements

  • 2 or more years of relevant experience in sales or consulting, preferably in the Employee Benefits Insurance industry (Required)
  • Associate Degree in Business Administration, Human Resources, Marketing, or a similar field (Required)
  • Virginia Life and Health Insurance License (Required)
  • Bachelor's Degree in Business Administration, Human Resources, Marketing, or a similar field (Preferred)
  • Registered Employee Benefits Consultant (REBC) Certification (Preferred)
  • Possess a strong understanding of employee benefits, including knowledge of various benefit types, compliance with relevant regulations, and awareness of emerging trends and best practices.
  • Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience.
  • Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions.
  • Excellent written and verbal communication skills to effectively convey information clearly and transparently.
  • Experience in building and maintaining strong client relationships, understanding clients' unique needs, and providing customized insurance solutions.
  • Detailed-oriented and organized with excellent project management abilities.
  • Strong critical thinking skills to analyze complex scenarios and develop solutions for clients.
  • Familiarity and proficiency in using relevant software applications, including Customer Relationship Management (CRM) systems, Microsoft Office Suite, and other tools used for client management and communication.
  • Commitment to staying updated on industry trends, regulations, and best practices.
  • Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.
  • Authorized to work in the US 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 currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across 48 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 continual learning and enhanced career opportunities for our dedicated, professional team.

    Benefits

    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) with employer match
  • 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 DEI Policy located on our website at www.patriotgis.com.

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