Client Care Specialist (Hybrid) - Patriot Growth Insurance Services

About Exude, A Division of Patriot Growth Insurance Services: Founded in 1996, Exude, Inc. is an award-winning consulting firm that specializes in all things people. We provide consulting services in Employee Benefits, Human Resources, Diversity, Equity & Inclusion, and Leadership Development. We have a firm belief that when we help your people be the best versions of themselves, your company will be its best. Our integrated approach leverages our team of experts to improve your employee and customer experiences while driving greater business results.

Position Overview: The Client Care Specialist is responsible for providing an assigned group of clients and their employees with exceptional client services through daily problem resolution, claim/billing investigations, and timely response to questions, proactive communication, informational updates, and quality assurance.

The Client Care Specialist also provides Account Managers with assistance as required in helping to complete the client renewal process and works closely with Consultants and Account Managers to ensure the highest level of client satisfaction to support the retention of clients in the assigned book of business.

Work Arrangement: This is a full-time, hybrid position reporting to our office located in Philadelphia, PA. Computer equipment will be provided by the company upon hire.

Professional Responsibilities:

• Research and resolve client inquiries related to claims, billing, administration, and benefits.
• Interact with clients, teammates, insurance carriers, and third-party administrators to resolve issues.
• Provide exceptional client service by adhering to follow-up standards and maintaining high customer satisfaction.
• Build and maintain strong relationships with key client contacts through phone, email, and in-person communication.
• Perform client billing reconciliation and census audits.
• Create and deliver employee-facing educational materials on HSAs, HRAs, and FSAs.
• Lead open enrollment meetings and webinars explaining how HSAs, HRAs, and FSAs work.
• Submit claims for reimbursement to HSA, HRA, and FSA vendors; track and resolve claims.
• Research and resolve complex claims issues, including denials and coordination between providers and vendors.
• Document all client interactions and transactions in the CRM system.

Qualifications and Requirements:

• 2 years or more of client service experience in a high-volume environment
• Bachelor's degree in HR, Health Policy, Risk Management/Insurance or related field OR equivalent years of experience
• Active Pennsylvania Life & Health insurance license
• Ability to work variable hours including occasional evening and weekend work to meet deadlines during peak season
• 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

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• 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)

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.