Benefit Advocate (Hybrid) at Patriot Growth Insurance Services

Benefit Advocate

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.

This is a hybrid position (4 days in office and 1 day remote) reporting to our office in Atlanta, GA.

Professional 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.

Qualifications and 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.