Mid-Market and Large Group Benefits Consultant (Hybrid)

Patriot Growth Insurance Services and Partner Agencies • Philadelphia, PA

5d • Hybrid

About The Position

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. Thats not just a tagline-its 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, weve 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-wed love to hear from you. 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 (50500 employees) and is accountable for client satisfaction, retention, and profitability within an assigned book of business. This is a full-time hybrid position supporting our office located at 325 Chestnut Street Suite 1000, Philadelphia, PA.

Requirements

• Bachelors 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
• 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

Nice To Haves

• Professional designations (REBC, GBA, CEBS) preferred or in progress

Responsibilities

• Serve as the primary strategic partner and trusted advisor for assigned clients
• Develop a deep understanding of each clients 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

Benefits

• 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level