Patriot Growth Insurance Services, LLC · 20 hours ago
Senior Client Care Specialist (Hybrid)
Philadelphia, PA
Full-time
Hybrid
Mid, Senior Level
3+ years expPatriot Growth Insurance Services is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. The Senior Client Care Specialist delivers exceptional service to clients by resolving complex service issues, supporting renewals, and providing proactive communication to ensure high client satisfaction and retention.
Employee BenefitsInsuranceProperty Insurance
Responsibilities
Provide high-level client service to large and mid-sized clients, resolving complex claims, billing, and benefits issues
Serve as an escalation point for advanced service matters; identify root causes and recommend process improvements
Support client renewals by assisting with employee communications, open enrollment preparation, and delivery of in-person and virtual meetings
Create and present employee-facing education related to benefits, including HSAs, HRAs, and FSAs
Coordinate with insurance carriers, TPAs, vendors, and healthcare providers to resolve client and employee concerns
Perform billing reconciliation, census audits, and maintain accurate documentation
Provide guidance and support to junior Client Care Specialists and assist leadership with coaching efforts
Participate in open enrollment support during peak seasons, including travel to client locations as needed
Maintain confidentiality, comply with data security standards, and support special projects as assigned
Qualification
Required
3-5 years of customer service experience in a benefits, insurance, or related professional services environment
Active Life, Accident, and Health Insurance license required
Prior experience supporting complex client accounts and high-volume service requests
Strong technical knowledge of group benefits, administrative processes, and compliance requirements
Exceptional client service and problem-solving skills in a fast-paced, high-volume environment
Ability to independently resolve complex issues and exercise sound professional judgment
Excellent communication and relationship-building skills
Strong organizational, time management, and multitasking abilities
Proficiency with Microsoft Office Suite and CRM technology
Flexibility to work variable hours, including occasional evenings, weekends, and on-call coverage during peak periods
Preferred
Bachelor's degree in HR, Health Policy, Risk Management/Insurance, or a related field preferred (or equivalent experience)
Experience assisting with benefits renewals and open enrollment activities preferred
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)
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