Teams at Patriot Growth Insurance Services, LLC

Manage a portfolio of employee benefits clients, lead renewals and strategy, provide consultative guidance on plan design, compliance, and cost containment, deliver client presentations and enrollment education, mentor team members, and coordinate internal resources to ensure high-quality service and retention.

Manage a portfolio of employee benefits clients as a strategic advisor. Lead renewal strategy and execution, present plan analyses, coordinate account workflows, educate clients on compliance, advocate with carriers/vendors, conduct open enrollment education, and collaborate with internal teams to improve benefit plans and drive client retention.