Benefits Advocate (Hybrid)

Patriot Growth Insurance Services and Partner Agencies • Atlanta, GA

2d • Hybrid

About The Position

Are you ready to take your passion for client service to the next level? We're looking for a dynamic Benefit Advocate to join our team and become a crucial point of contact for our valued clients and their employees. In this role, you'll play a vital part in administering employee benefit plans, ensuring exceptional service and support every step of the way. As a Benefit Advocate, you'll thrive in a fast-paced environment where your dedication to providing outstanding client experiences will directly impact retention and overall satisfaction. You'll have the opportunity to engage with clients daily, addressing their benefit plan inquiries promptly and professionally. Your ability to communicate effectively and accurately will be key as you navigate benefit coverage, eligibility, and more. Work Arrangement: This is a hybrid position (4 days in office and 1 day remote) reporting to our office in Atlanta, GA.

Requirements

• 2 or more years of relevant experience in employee benefits insurance or a Human Resources function (Required)
• High School Diploma or GED (Required)
• 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

Nice To Haves

• Bachelors Degree in Business Administration, Human Resources, or a similar field (Preferred)
• 2 to 4 years of relevant experience in employee benefits insurance or a Human Resources function (Preferred)

Responsibilities

• Respond promptly and professionally to client employee inquiries, providing accurate and thorough information regarding benefit plans, coverage, and eligibility.
• Document all correspondence with clients 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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees