Benefit Consultant (Hybrid) in Loveland, Ohio at Patriot Growth Insurance Services

About Strategic Benefits of Cincinnati, A Division of Patriot Growth Insurance Services: SBC is a full-service group benefits broker. As a local agency, we represent all major carriers to provide comprehensive employee benefit programs to our clients. We have over 700 group clients in the Greater Cincinnati area, ranging in size from 2 to nearly 1,000 employees. We partner proactively with our clients to assist them in meeting their benefit, health and wellness goals. We are a proud partner agency of Patriot Growth Insurance Services.

Position Overview: We are seeking a consultative and relationship-focused Benefit Consultant to manage a portfolio of employee benefits clients. This role partners with clients to develop benefit strategies, lead annual renewals, evaluate emerging trends, and recommend solutions that align with organizational goals and employee needs. The ideal candidate is a proactive advisor with strong communication skills, employee benefits knowledge, and the ability to manage complex client needs in a collaborative environment. This position plays a key role in strengthening client relationships, supporting retention, and delivering strategic value throughout the year.

Work Arrangement: This is a full-time, hybrid position reporting to our office located in Cincinnati, OH. Computer equipment will be provided by the company upon hire.

Professional Responsibilities:

• Manage a portfolio of employee benefits clients, serving as a trusted advisor and primary relationship contact.
• Lead the annual renewal process by evaluating client needs, developing recommendations, and presenting strategic benefit solutions.
• Educate clients on emerging employee benefits trends, legislative developments, plan utilization, and opportunities to improve benefit offerings.
• Support employee understanding and engagement by providing education on available benefits and effective plan utilization.
• Apply consistent service processes, checklists, and standardized materials to support accurate and efficient account management.
• Build and maintain productive relationships with insurance carriers, vendor partners, and internal team members.
• Maintain thorough documentation of client discussions, issues, decisions, and follow-up activities within the internal database.
• Identify opportunities to expand client relationships through cross-selling and additional benefit solutions.
• Participate actively in internal meetings and contribute to a collaborative, high-performing team culture.
• Engage in ongoing professional development to maintain current knowledge of employee benefits products, regulations, and industry best practices.

Qualifications and Requirements:

• 1-3 years of employee benefits experience, including knowledge of common benefit products and plan offerings.
• Active Ohio or Kentucky Life & Health insurance license required.
• Bachelor’s degree or equivalent combination of education and relevant experience required.
• Strong client relationship skills with the ability to understand organizational needs and provide tailored benefit solutions.
• Excellent written, verbal, listening, and presentation skills, with the ability to communicate effectively across all organizational levels.
• Strong organizational and prioritization skills with the ability to manage multiple client needs, deadlines, and administrative details.
• Proactive and solutions-oriented approach to identifying issues, resolving concerns, and exceeding client expectations.
• Proficiency with Microsoft Word, Excel, PowerPoint, online platforms, and database or client management systems.
• Ability to build professional relationships with clients, carriers, vendors, and internal partners in a collaborative team environment.

Why 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 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 in over 45 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 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)

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.