About The Company
Patriot Growth Insurance Services is a fast-growing national insurance services firm partnering with employee benefits and property & casualty agencies across the U.S. Ranked as the 24th largest broker by Business Insurance and named to the 2023 Inc. 5000 list, Patriot supports over 2,100 employees across 160+ locations in 48 states.
Our collaborative operating philosophy fosters alignment and operational excellence, creating enhanced career opportunities. We are committed to working with professionals who share our vision for growth and superior service.
Business Benefits Group (BBG), a division of Patriot Growth Insurance Services, has been a leader for nearly 30 years in employee benefits, HR consulting, and business insurance, providing trusted solutions to help clients manage rising healthcare costs, regulatory challenges, and technology advancements.
About The Role
The Data Entry Specialist is responsible for processing client eligibility changes and ID card requests accurately and efficiently while providing exceptional customer service. This remote position requires strong attention to detail, excellent communication, and the ability to navigate client management portals and carrier systems effectively. You will support internal teams and clients by managing data updates and communications promptly to maintain trust and operational excellence.
Responsibilities
Patriot Growth Insurance Services is an equal opportunity employer committed to diversity and inclusion. We prohibit discrimination and harassment based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected status under applicable laws.
Patriot Growth Insurance Services is a fast-growing national insurance services firm partnering with employee benefits and property & casualty agencies across the U.S. Ranked as the 24th largest broker by Business Insurance and named to the 2023 Inc. 5000 list, Patriot supports over 2,100 employees across 160+ locations in 48 states.
Our collaborative operating philosophy fosters alignment and operational excellence, creating enhanced career opportunities. We are committed to working with professionals who share our vision for growth and superior service.
Business Benefits Group (BBG), a division of Patriot Growth Insurance Services, has been a leader for nearly 30 years in employee benefits, HR consulting, and business insurance, providing trusted solutions to help clients manage rising healthcare costs, regulatory challenges, and technology advancements.
About The Role
The Data Entry Specialist is responsible for processing client eligibility changes and ID card requests accurately and efficiently while providing exceptional customer service. This remote position requires strong attention to detail, excellent communication, and the ability to navigate client management portals and carrier systems effectively. You will support internal teams and clients by managing data updates and communications promptly to maintain trust and operational excellence.
Responsibilities
- Process all client eligibility changes and ID card requests within specified timeframes
- Respond promptly and accurately to requests from clients and internal agency staff
- Update client management portal with current and accurate information
- Maintain clear and effective communication with clients and insurance carrier representatives
- Attend team meetings to stay informed of agency policies, procedures, and industry updates
- Communicate complex carrier decisions to clients, escalating issues as needed
- Deliver outstanding customer service and support to foster strong client relationships
- Minimum 1 year experience in technical or administrative support roles (required)
- Experience with employee benefits software (required)
- Associate Degree in Business Administration, Information Technology, or related field (required)
- Bachelor’s Degree in related fields and experience in employee benefits industry (preferred)
- Virginia Life and Health Insurance License (preferred)
- Strong organizational skills and attention to detail
- Excellent verbal and written communication skills
- Ability to prioritize tasks and manage multiple responsibilities efficiently
- Proficient in CRM systems, Microsoft Office Suite, and client management tools
- Demonstrated ability to maintain confidentiality and adhere to ethical standards
- Commitment to staying current on industry trends and regulations
- Comprehensive medical, dental, and vision coverage for employees and their families
- Flexible Spending Account (FSA), Health Savings Account (HSA), and commuter transit programs
- Company-paid Short-Term and Long-Term Disability and Group Term Life insurance
- Employee Assistance Program fully covered by the company
- Paid holidays and personalized paid time off (PTO)
- 401(k) plan with employer match
- Supportive, flexible, and collaborative work environment focused on career growth
Patriot Growth Insurance Services is an equal opportunity employer committed to diversity and inclusion. We prohibit discrimination and harassment based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected status under applicable laws.