Mid-Market and Large Group Benefits Consultant (Hybrid) at Patriot Growth Insurance Services – Philadelphia, Pennsylvania

About Exude, A Division of Patriot Growth Insurance Services: Founded in 1996, Exude is a full-service employee benefits consulting firm with a mission to change the lives of people who are changing the world. We partner with purpose-driven organizations to help them fulfill their missions by supporting their people. That’s not just a tagline-it’s a promise we take seriously. At Exude, we work collaboratively with our clients to understand their goals and challenges, and we develop innovative, tailored solutions that empower their teams. Our approach is rooted in advocacy, service, and a deep commitment to putting our clients and their employees first.

Over the past 27 years, we’ve grown significantly, but our service-based philosophy remains at the heart of everything we do. Our clients rely on us not just for our expertise, but for our unwavering dedication to their success.

If you're passionate about making a meaningful impact and want to be part of a team that values purpose, partnership, and people-we’d love to hear from you.

Position Overview: The Mid-Market / Large Group Benefits Consultant manages and strengthens client relationships while delivering strategic guidance and solutions for employer-sponsored Health and Welfare benefit programs. This role primarily supports mid-size and large group clients (50–500 employees) and is accountable for client satisfaction, retention, and profitability within an assigned book of business.

Work Arrangement: This is a full-time hybrid position supporting our office located at 325 Chestnut Street Suite 1000, Philadelphia, PA.

Professional Responsibilities:

• Serve as the primary strategic partner and trusted advisor for assigned clients
• Develop a deep understanding of each client’s business objectives, workforce strategy, and benefits philosophy
• Design and recommend competitive, cost-effective Health and Welfare benefit solutions
• Lead and manage the annual renewal process, including plan analysis, vendor evaluation, and negotiations
• Provide ongoing consultative support, including claims/funding updates, compliance guidance, and emerging trends
• Develop long-term benefits strategies for larger clients (100+ employees)
• Organize and lead regular client meetings and presentations
• Identify opportunities to enhance client relationships and expand services
• Collaborate with underwriting, account management, and client service teams to ensure consistent service delivery
• Support new business efforts and cross-selling initiatives
• Maintain accurate documentation and updates within CRM and internal systems

Qualifications and Requirements:

• Bachelor’s Degree in HR, Risk Management/Insurance, Health Policy, or related field
• Minimum 3 years of health benefits experience
• Strong knowledge of fully insured and self-funded plans, including funding strategies, carrier/TPA evaluation, claims analysis, stop-loss, and compliance (ACA, HIPAA, Section 125)
• Active Life & Health license
• Professional designations (REBC, GBA, CEBS) preferred or in progress
• Strong ability to build and maintain relationships with executive-level stakeholders
• Excellent communication, presentation, and consultative skills
• Proven ability to influence cross-functional teams
• Highly organized with strong problem-solving and decision-making capabilities
• Comfortable with business technology and reporting tools

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 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.