Director of Consulting; Hybrid

Careers At Patriot Growth Insurance Services and Partner Agencies

Current job opportunities are posted here as they become available.

About Campbell Petrie, A Division of Patriot Growth Insurance Services
:
Campbell Petrie is a provider of employee benefits program services located in Woodbridge, New Jersey. Our company offers insurance, executive, voluntary benefits and alternative funding services along with productivity tools such as business administration, onboarding, performance review builder, salary benchmarking, job description builder and law comparison tools, enabling business owners and executives to get access to products that balance features and budget.

Position Overview
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We are looking for an experienced Director of Benefits Consulting to lead our growing team! As the Director of Benefits Consulting, you will ensure the delivery of exceptional service to clients and prospects by acting as their primary service contact and actively managing large and self‑funded accounts. You will also oversee the service department staff, ensuring that all team members are aligned with our goal of achieving overall client satisfaction on all aspects of their employee benefit offerings and managing clients’ day‑to‑day needs.

Work Arrangement: This is a hybrid position based out of our Woodbridge, NJ office.

Professional Responsibilities
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• Team Communication:
  Keep the team informed and communicate thoroughly and clearly with all team members concerning client issues, renewals, and proactive work.
• Team Leadership:
  Positively influence the team members by being a trusted mentor, offer encouragement and praise, promote engagement, and build good working relationships.
• Strategic Planning:
  Strategically plan, execute, and drive benefits plan renewal timelines with the Producers to ensure minimal hold‑ups.
• Client Partnership:
  Partner with clients to help identify their business’ long‑term employee benefits goals and develop a strategic plan to achieve them.
• Client Assistance:
  Assist with day‑to‑day client needs in a timely manner.
• Renewal Negotiations:
  Perform annual renewal negotiations with the carriers, renewal plan selection, and other renewal functions as needed.
• Benefit Enhancement:
  Present clients with options to enhance their benefits package, including voluntary benefits, and cross‑selling opportunities to enhance their package via renewal.
• Implementation and Transition:
  Ensure that the implementation and transition processes for all carrier changes are handled smoothly with minimal disruption and communicate any major issues/changes.
• Renewal Management:
  Responsible for the renewal checklist and meets with the Producers to discuss the renewal timeline.
• Presentations:
  Conduct employer presentations (phone/webinar/in‑person) in a consultative, logical, professional, and informative manner.
• Client Understanding:
  Assess clients' understanding and attitude during meetings and presentations, encouraging feedback, and adjusting accordingly.
• Problem Solving:
  Assess the nature of a problem quickly, understand thoroughly the expectations of the client, and consistently meet those expectations through viable solutions in a timely manner.
• Proactive Response:
  Proactively respond when a potential problem is discovered and assist the client with any escalated employee benefit issues.

Qualifications and Requirements
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• 4-6 years of Account Management experience with self‑funded, large groups
• 2-4 years of leadership experience at an independent agency
• NJ Life & Health license
• Excellent interpersonal and communication skills (both oral and written)
• A passion for leading a team that drives our agency's success
• Ability to establish and maintain effective working relationships with all stakeholders
• Occasional travel required to conduct in‑person client open enrollment meetings
• Benefit Point Agency Management System and Employee Navigator experience preferred
• Proficient with the use of Microsoft Office Suite and products
• Authorized to work in the U.S. without sponsorship

About Patriot Growth Insurance Services
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Founded in 2019, Patriot is a growth‑focused national insurance services firm that partners…