Patriot Growth Insurance Services, LLC · 7 hours ago
Junior Account Manager (Remote)
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Employee BenefitsInsurance
No H1B
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Responsibilities
Set up service cases for employer and employee changes.
Conduct research and communicate with insurance carriers to address specific questions.
Answer main line calls and provide assistance to callers.
Monitor and update information in the Employee Navigator system.
Obtain member IDs and ID cards for clients.
Look up Primary Care Physicians (PCPs) within networks.
Obtain invoices related to insurance coverage.
Process COBRA (Consolidated Omnibus Budget Reconciliation Act) requests.
Retrieve and process insurance carrier documents, as needed.
Handle urgent changes and communicate them to carriers.
Perform bill audits to ensure accuracy.
Create and update Wrap and POP (Premium Only Plan) documents.
Close out old service cases and maintain updated records.
Update policy information in the AgencyWare system.
Process long-term disability (LTD) and self-billed life changes for specific groups.
Assist in the preparation of policy renewals.
Check the status of pending changes and follow up accordingly.
Calculate deductions and provide rate breakdowns for clients.
Attend internal meetings and training sessions to stay informed and updated.
Attend meetings with insurance carriers to discuss client needs.
Cover the account manager's inbox and handle calls during their absence.
Qualification
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Required
1 or more years of experience in employee benefits administration, client service, administrative support, or a related field
High School Diploma/GED
Excellent interpersonal and communication skills (both oral and written)
Proficient with use of Microsoft Office Suite and products
A passion for being part of a team that drives our company to industry leadership
Ability to establish and maintain effective working relationships with both peers and clients
Authorized to work in the U.S. without sponsorship
Preferred
Bachelor’s Degree in Business Administration, Human Resources, or a related field
California Life and Health Insurance License
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.
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
Recent News
2024-12-17
Hartford Business Journal
2024-05-05
Company data provided by crunchbase