Benefit Advocate (Hybrid)

Patriot Growth Insurance Services and Partner Agencies•Atlanta, GA

13d•Hybrid

About The Position

We are seeking a client-focused and detail-oriented Benefit Advocate to join our Employee Benefits team. This role serves as a primary resource for clients and their employees by providing responsive support, resolving benefits-related inquiries, and assisting with the administration of employee benefit plans. The ideal candidate is organized, empathetic, and committed to delivering exceptional customer service while navigating a fast-paced environment. This position plays a key role in supporting client satisfaction, employee engagement, and the successful administration of employee benefits programs.

Requirements

2+ years of experience in employee benefits insurance, employee benefits administration, Human Resources, or a related client service role preferred.
High school diploma or GED required; Bachelor's degree in Business Administration, Human Resources, or a related field preferred.
Georgia Life & Health insurance license required or the ability to obtain shortly after hire.
Strong understanding of employee benefits plans, insurance products, eligibility, enrollment processes, and applicable regulations.
Exceptional customer service skills with the ability to provide empathetic, professional support while resolving complex employee benefit issues.
Strong organizational and time management skills with the ability to manage multiple priorities and deadlines.
Excellent analytical and problem-solving skills with a proactive approach to issue resolution.
Outstanding written and verbal communication skills with the ability to communicate effectively with employees, clients, carriers, and internal teams.
Proficiency with Microsoft Office Suite and customer relationship management (CRM) systems.
Ability to build and maintain strong working relationships with clients, carrier partners, vendors, and colleagues.
Demonstrated commitment to continuous learning and professional development within the employee benefits industry.

Responsibilities

Serve as the primary point of contact for employee benefit inquiries, providing timely, accurate, and professional support regarding benefit plans, coverage, eligibility, and enrollment.
Document all client and employee interactions within the agency CRM, including issues, follow-up activities, action items, and case resolutions.
Act as a liaison between clients, employees, insurance carriers, and vendors to resolve claims issues, assist with appeals, coordinate prior authorizations, process ID card requests, and conduct provider network searches.
Process employee enrollments, terminations, qualifying life events, and other eligibility changes while maintaining accurate records across carrier and agency systems.
Assist Benefit Consultants with preparing and distributing federal compliance notices and other required employee communications.
Coordinate open enrollment audit activities, including invoice reconciliation, eligibility reviews, ongoing change management, and communication of finalized audit results to client HR representatives.
Review stewardship reports to identify trends, recurring employee concerns, and opportunities to improve the client experience.
Initiate and manage carrier online access for new and transitioning clients while maintaining accurate system documentation.
Prepare stewardship reports, client materials, and supporting documentation for client meetings and account reviews.
Issue updated employee ID cards and support post-open enrollment administrative activities.
Collaborate with internal Account Management, Benefit Consulting, and Service teams to ensure a seamless client experience.
Stay current on employee benefits regulations, carrier requirements, industry trends, and best practices through ongoing professional development and training.