Benefit Consultant; Hybrid

The Employee Benefit Consultant is responsible for prospecting for new employee benefits clients and collaborating with account executives to facilitate the onboarding process for new clients. This includes reviewing clients' insurance coverages, managing renewals, and ensuring their satisfaction with our services. This position leverages their expertise in employee benefits, contributing to the growth of the client base, and maintains strong relationships with existing clients.

BJA Partners is a full-service insurance brokerage and consulting firm offering employee benefits, property and casualty, retirement, and personal services for a wide range of industries.

This is a full-time hybrid remote position working in our office located in Solana Beach, CA.

• Engage in proactive prospecting activities to identify potential employee benefits clients. Utilize various sources such as industry networks, referrals, and cold calling to generate leads and expand the client base.
• Prepare comprehensive quotes and proposals tailored to the specific needs of prospective clients. Effectively communicate the value of our employee benefits offerings, highlighting the advantages and benefits they provide, presented in a persuasive manner to win new business.
• Collaborate with account executives to review and analyze clients' insurance coverages on an annual basis. Assess the adequacy and competitiveness of existing plans, identifying opportunities for improvement or cost savings that align with clients' evolving needs.
• Cultivate and nurture relationships with referral sources such as insurance brokers, HR professionals, and industry associations. Become established as a trusted expert, seeking opportunities to generate referrals and expand business networks.
• Stay abreast of the latest industry trends, regulations, and changes in benefits offerings.
• Collaborate with account executives throughout the client onboarding process, providing necessary support, guidance, and information to facilitate a smooth transition for new clients.
• Nurture ongoing relationships with current clients, including participating in networking events.
• Acquire in-depth knowledge of insurance products and sales methodologies.

• 2+ years of client service or sales experience
• Associate degree in Sales, Business Administration, or similar, or equivalent level of prior relevant experience
• CA Life & Health License
• Proficient in Microsoft Office Suite including Word, PowerPoint, and Excel
• Flexibility to occasionally work nights and weekends
• Strong verbal and written communication skills; able to build relationships and collaborate effectively
• Highly organized, with the ability to prioritize tasks and manage time efficiently
• Excellent attention to detail, with accurate data entry and thorough documentation skills
• Team player with a strong sense of accountability and collaboration
• Customer-focused, delivering exceptional service and solutions
• Resourceful in securing and managing resources effectively
• Authorized to work in the U.S. without sponsorship

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…