Benefit Advocate (Hybrid) jobs in United States
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Patriot Growth Insurance Services, LLC · 16 hours ago

Benefit Advocate (Hybrid)

Patriot Growth Insurance Services, LLC is a growth-focused national insurance services firm dedicated to optimizing employee benefits. The Benefit Advocate role involves acting as a liaison between employees and insurance providers, addressing benefit issues, and assisting with employee engagement initiatives.

Employee BenefitsInsuranceProperty Insurance

Responsibilities

Works directly with employees and their family members to answer questions regarding benefits (ex: Rx benefit, covered procedures, plan provisions, plan limitations, plan selection)
Acts as a liaison with insurance carriers and providers (hospitals, doctors, dentists, labs) to resolve claims issues and aid with the appeals process
Assists with prior authorizations
Helps with ID card requests
Assists with network searches
Documents all employee issues, follow-ups, and next steps, tasks and notes in agency CRM
Reviews quarterly stewardship reports to detect any trend with employee issues
Helps with employee engagement including creation of 'Dear Advocate' communications
Meets with the Benefit Consultant on a regular basis to discuss work in progress for their clients
Assists Consultant in creating Federal compliance notices for clients
Assists in creating and updating the Benefit Guides for clients
Helps manage employee enrollments, terminations and changes with the carriers and vendors
Attends training opportunities to increase industry knowledge

Qualification

Employee benefits experienceColorado lifeHealth licenseMicrosoft Office 365Problem-solving skillsOrganizational skillsService-oriented mindsetCommunication skillsTeamwork

Required

1 year of employee benefits or HR experience
Colorado life and health license required (can be obtained after hire)
Proficient in Microsoft Office 365 and the ability to learn new systems and technology quickly
Excellent problem-solving skills and persistency to achieve the end result resolution
Strong organizational skills, including daily prioritizing and logical thinking
Able to manage multiple projects simultaneously and successfully
Service-oriented mindset - kind, empathetic and willing to work hard on another person's behalf
Excellent communication skills – timely, responsive and honest with the information to be shared
Ability to work with others on a team
Promotes cooperation and shared successes throughout the company
Shares ideas for improvement

Preferred

College degree preferred

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

Company

Patriot Growth Insurance Services, LLC

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Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions.

Funding

Current Stage
Late Stage
Total Funding
$500M
Key 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
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Ian Larson
President, Individual Health
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Company data provided by crunchbase