Benefit Advocate (Hybrid)

at  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 26th 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 1,800 employees operating in 135 locations across 27 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.
About Intrepid, a Division of Patriot Growth Insurance Services: Intrepid is an employee benefits consulting firm that implements creative solutions and strategies to maximize the value of our clients’ benefit offerings. The days of the spreadsheet broker are long gone. The past several years has dictated that we not only know the ins and outs of benefits but are able to fully integrate that knowledge with a comprehensive understanding of legislation, taxes, and subsidies. Our team members are true learners and excellent communicators.
Overview: As a Benefit Advocate, you’ll play a pivotal role in ensuring employees and their families understand and utilize their benefits effectively. You’ll serve as a knowledgeable resource, providing guidance on benefit inquiries, resolving claims issues, and facilitating the enrollment process. Your proactive approach and dedication to employee satisfaction will contribute significantly to our team’s success.

• 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 knowledg