Senior Benefits Consultant (Hybrid)

About Intrepid Colorado, A Division of Patriot Growth Insurance Services: Founded in 1984, Intrepid Benefits is a distinguished employee benefits consulting firm headquartered in Newport Beach, California, with additional offices in Denver, Colorado, and Atlanta, Georgia. We are dedicated to delivering innovative solutions and strategic approaches that optimize the value of our clients’ benefit programs. Moving beyond traditional models, we combine deep expertise in benefits with comprehensive knowledge of legislation, tax regulations, and subsidies. Our accomplished team is committed to continual learning and effective communication, ensuring our clients receive exceptional guidance and service. Intrepid proudly operates as a subsidiary of Patriot Growth Insurance Services.

Position Overview: We are seeking an experienced and strategic Senior Benefits Consultant to manage and support a portfolio of employee benefits clients. This role partners closely with internal team members to deliver customized benefit strategies, manage complex renewals, and provide consultative guidance that supports client goals. The ideal candidate is a trusted advisor with advanced employee benefits knowledge, strong relationship-building skills, and the ability to develop solutions focused on cost containment, compliance, communication, and long-term benefit strategy. This position plays a key role in driving client retention, identifying growth opportunities, mentoring team members, and delivering an exceptional client experience.

Work Arrangement: This is a hybrid position (2 days in office and 3 days remote) reporting to our office in Denver, CO.

Professional Responsibilities:

• Serve as a strategic advisor to clients by providing ongoing guidance, benefit planning, and consultative support throughout the client relationship.
• Build and maintain strong relationships with clients, carriers, vendor partners, and internal team members to support effective benefit strategies.
• Lead renewal strategy and execution, including pre-renewal meetings, plan analysis, benchmarking, claims review, negotiations, and renewal recommendations.
• Deliver comprehensive renewal presentations that outline plan options, cost considerations, and strategic solutions aligned with client objectives.
• Serve as a primary point of contact for complex client needs, providing timely resolution and coordinating internal resources as appropriate.
• Partner with Benefit Analysts and Benefit Advocates to manage client service activities, renewal timelines, claims analysis, employee communications, and proactive account strategies.
• Educate clients on benefit-related compliance requirements, regulatory updates, reporting obligations, and industry best practices.
• Identify opportunities for cost containment, plan enhancements, cross-selling, and additional solutions that support client needs.
• Conduct employee open enrollment meetings, webinars, and educational sessions to support employee understanding and engagement.
• Maintain accurate documentation of client meetings, communications, follow-up items, and account activity within agency systems.
• Lead internal strategy meetings with account teams to discuss client priorities, renewals, service needs, and ongoing initiatives.
• Support team development by sharing knowledge, providing guidance, and contributing to a collaborative, high-performing team environment.

Qualifications and Requirements:

• 4+ years of experience in employee benefits consulting, sales, account management, or a related client-facing role within the employee benefits insurance industry.
• Active Colorado Life & Health insurance license required.
• High school diploma or GED required; Bachelor's degree in Marketing, Business Administration, Human Resources, or a related field preferred.
• Advanced knowledge of employee benefits programs, including self-funded plans, level-funded plans, medical captives, pharmacy solutions, ancillary benefits, and compliance requirements.
• Experience presenting medical, prescription drug, and ancillary product analyses, including plan design, pricing strategies, and contract details to clients.
• Proven ability to build strong client relationships, identify business needs, and deliver customized benefit solutions.
• Strong analytical, critical thinking, and problem-solving skills with the ability to evaluate complex scenarios.
• Excellent communication and presentation skills with the ability to explain complex benefit concepts clearly.
• Strong organizational and project management skills with the ability to manage multiple clients, deadlines, and priorities.
• Proficiency with Microsoft Office Suite, benefit administration systems, CRM platforms, and other client management tools.
• Experience mentoring or developing team members within an employee benefits agency environment preferred.
• Registered Employee Benefits Consultant (REBC) certification or other employee benefits designation preferred.

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 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 continual learning and enhanced career opportunities for our dedicated, 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) with employer match

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.