Patriot Growth Insurance Services, LLC · 2 months ago
Benefit Advocate
Atlanta, GA
Full-time
Hybrid
Entry, Mid Level
2+ years expIntrepid Atlanta, a division of Patriot Growth Insurance Services, is an employee benefits consulting firm dedicated to optimizing the value of clients' benefit programs. The Benefit Advocate role involves providing exceptional client service and support in administering employee benefit plans, addressing inquiries, and ensuring compliance with regulations.
Employee BenefitsInsuranceProperty Insurance
No H1B
Responsibilities
Respond promptly and professionally to client employee inquiries, providing accurate and thorough information regarding benefit plans, coverage, and eligibility
Document all correspondence with client’s employees (i.e., issues, necessary follow-ups, next steps, tasks, and notes, etc.) in agency CRM
Serve as a liaison with insurance carriers and providers to resolve claims issues and aid with the appeals process. Assist with prior authorizations, ID card requests, and network searches
Ensure accurate and up-to-date records by updating system(s) with employee enrollments, terminations, and changes pertaining to carriers and vendors
Assist Benefit Consultants in creating Federal compliance notices for clients
Review quarterly stewardship reports to detect any trends with employee issues
Participate in training opportunities to increase industry knowledge
Coordinate open enrollment audit processes in collaboration with internal team members, including the collection of invoices, monitoring of ongoing changes, and communication of finalized audit results to client HR contacts
Initiate and confirm online access with insurance carriers when clients transition coverage
Prepare and provide stewardship reports prior to client meetings
Issue updated ID cards to clients following the completion of open enrollment
Update EIS document with online access data and any transition items for the client's renewal
Qualification
Required
2 or more years of relevant experience in employee benefits insurance or a Human Resources function
High School Diploma or GED
Georgia Life & Health Insurance License (can be obtained after hire)
Understanding of employee benefits, insurance plans, and related regulations
Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience
Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively
Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions
Excellent communication skills, both written and verbal, to convey information clearly and transparently
Ability to collaborate effectively with in a team environment, sharing insights and contributing to collective success
Proficiency in using technology, including customer relationship management (CRM) software and Microsoft Office Suite
Demonstrate a commitment to continuous learning and professional development in the employee benefits insurance field
Staying up to date on industry trends, regulatory changes, and emerging best practices through attending training, programs, earning relevant certifications, and participating in industry conferences or webinars
Authorized to work in the U.S. without sponsorship
Preferred
Bachelor's Degree in Business Administration, Human Resources, or a similar field
2 to 4 years of relevant experience in employee benefits insurance or a Human Resources function
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) with employer match
Company
Patriot Growth Insurance Services, LLC
Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$500MKey Investors
Golub CapitalAntares CapitalSummit Partners
2023-11-28Debt Financing· $500M
2022-08-09Debt Financing
2021-02-23Debt Financing
Leadership Team
J
Jeff Wood
SVP, Premier Client Practice Leader
Ian Larson
President, Individual Health
Recent News
2026-01-07
2025-12-16
Company data provided by crunchbase