Mid-Market and Large Group Benefits Consultant (Hybrid)

About Exude, A Division of Patriot Growth Insurance Services: 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. That’s not just a tagline-it’s 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, we’ve 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-we’d love to hear from you.

Position Overview: 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 (50–500 employees) and is accountable for client satisfaction, retention, and profitability within an assigned book of business.

Work Arrangement: This is a full-time hybrid position supporting our office located at 325 Chestnut Street Suite 1000, Philadelphia, PA.

Professional Responsibilities:

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

Qualifications and Requirements:

• Bachelor’s 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)