Patriot Growth Insurance Services, LLC · 20 hours ago
Client Care Specialist - Intermediate (Hybrid)
Philadelphia, PA
Full-time
Hybrid
Entry, Mid Level
2+ years expPatriot Growth Insurance Services, LLC is a growth-focused national insurance services firm. The Client Care Specialist is responsible for providing exceptional client services, resolving inquiries related to claims and billing, and supporting Account Managers to ensure client satisfaction and retention.
Employee BenefitsInsuranceProperty Insurance
Responsibilities
Research and resolve client inquiries related to claims, billing, benefits, and administrative matters
Communicate with clients, internal teams, insurance carriers, TPAs, healthcare providers, and vendors to resolve issues
Deliver exceptional client service in accordance with service standards and client satisfaction benchmarks
Build and maintain strong relationships with client contacts through phone, email, and in-person communication
Perform billing reconciliation, census audits, and thorough documentation of client interactions in CRM systems
Create and deliver employee-facing benefit education materials and lead open enrollment meetings, webinars, and presentations
Submit and track HSA, HRA, and FSA reimbursement claims through resolution; assist with debit card requests as needed
Support Account Management and renewal activities during peak seasons, including benefit packets and open enrollment support
Identify and escalate urgent or complex issues to appropriate internal stakeholders or leadership
Maintain strong knowledge of Exude products, services, and benefit offerings
Handle sensitive client, employee, and company information with professionalism and confidentiality
Qualification
Required
Bachelor's degree in HR, Health Policy, Risk Management/Insurance, or related field preferred (or equivalent experience)
Minimum of 2 years of client service experience in a high-volume, fast-paced environment
Active Life, Accident, and Health Insurance license required (must maintain continuing education requirements)
Strong knowledge of group benefits, related administrative processes, and compliance requirements
Exceptional client service skills with the ability to manage complex issues in a fast-paced environment
Excellent communication and relationship-building skills
Ability to work independently, exercise sound judgment, and escalate issues when appropriate
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
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