Benefit Advocate (Hybrid) - Patriot Growth Insurance Services

About Strategic Benefits of Cincinnati, A Division of Patriot Growth Insurance Services: SBC is a full-service group benefits broker. As a local agency, we represent all major carriers to provide comprehensive employee benefit programs to our clients. We have over 700 group clients in the Greater Cincinnati area, ranging in size from 2 to nearly 1,000 employees. We partner proactively with our clients to assist them in meeting their benefit, health and wellness goals. We are a proud partner agency of Patriot Growth Insurance Services.

Position Overview: A Benefit Advocate (BA) works in conjunction with a Benefit Consultant (BC) to deliver proactive service to their mutual group of clients (a book of business). The BA interacts with clients and their employees to resolve enrollment and termination issues, acts as liaison with insurance carriers, and develops employee communications. The BA assists the BC in working the renewal process. The BA practices discretionary decision-making daily. BAs must contribute to and flourish in a team environment and engage in regular professional development.

Work Arrangement: This is a full-time, hybrid position reporting to our office located at 100 Granite Drive, Cincinnati, OH. Computer equipment will be provided by the company upon hire.

Professional Responsibilities:

• Functions as the main point of contact for the employees of the groups, answering questions, resolving their issues, recording in database.
• Utilizes an efficient process for the timely processing of enrollments, terminations, recording all transactions in a database.
• Acts as a liaison with insurance carriers to resolve claims issues and assist with the appeals process.
• Develops group and employee communication tools, under the instruction of the BC, including but not limited to Benefit Brochures, Enrollment Packets, Compliance Packets, Presentations, Employee Navigator.
• Attends client meetings and presentations with the BC as needed to enhance the relationship and support the BC.
• Manages onsite employee FormFire enrollment processes.
• Utilizes systematic, reproducible processes such as checklists and branded template documents to advance and support the Strategic service model.
• Communicates thoroughly and clearly with all team members concerning client issues, renewals, and projects.
• Utilizes internal database to thoroughly record and document client issues/discussions.
• Actively participates in internal meetings, contributing appropriately in a collaborative manner.
• Exhibits behavior with internal team, external vendor partners and clients that intentionally advances the Strategic culture.
• Other duties and special projects as assigned.

Qualifications and Requirements:

• Associate degree or commensurate business experience
• Minimum 1-3 years of experience in benefits focusing on customer service, benefits administration, claims or human resources
• Able to manage multiple projects simultaneously and successfully.
• 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

Why Patriot Growth Insurance Services? About Patriot: 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.