Benefit Advocate

Benefit Advocate

About Intrepid Atlanta, a division of Patriot Growth Insurance Services : Founded in 1984, Intrepid Benefits is a distinguished employee benefits consulting firm headquartered in Newport Beach, California, with additional offices in Denver, Colorado, and Atlanta, Georgia. We are dedicated to delivering innovative solutions and strategic approaches that optimize the value of our clients' benefit programs. Moving beyond traditional models, we combine deep expertise in benefits with comprehensive knowledge of legislation, tax regulations, and subsidies. Our accomplished team is committed to continual learning and effective communication, ensuring our clients receive exceptional guidance and service. Intrepid proudly operates as a subsidiary of Patriot Growth Insurance Services.

Position Overview : Are you ready to take your passion for client service to the next level? We're looking for a dynamic Benefit Advocate to join our team and become a crucial point of contact for our valued clients and their employees. In this role, you'll play a vital part in administering employee benefit plans, ensuring exceptional service and support every step of the way.

As a Benefit Advocate, you'll thrive in a fast-paced environment where your dedication to providing outstanding client experiences will directly impact retention and overall satisfaction. You'll have the opportunity to engage with clients daily, addressing their benefit plan inquiries promptly and professionally. Your ability to communicate effectively and accurately will be key as you navigate benefit coverage, eligibility, and more.

Work Arrangement : This is a hybrid position (4 days in office and 1 day remote) reporting to our office in Atlanta, GA.

Professional Responsibilities :

• Respond promptly and professionally to client employee inquiries, providing accurate and thorough information regarding benefit plans, coverage, and eligibility.
• Document all correspondence with client's employees (i.e., issues, necessary follow-ups, next steps, tasks, and notes, etc.) in agency CRM.
• Serve as a liaison with insurance carriers and providers to resolve claims issues and aid with the appeals process. Assist with prior authorizations, ID card requests, and network searches.
• Ensure accurate and up-to-date records by updating system(s) with employee enrollments, terminations, and changes pertaining to carriers and vendors.
• Assist Benefit Consultants in creating Federal compliance notices for clients.
• Review quarterly stewardship reports to detect any trends with employee issues.
• Participate in training opportunities to increase industry knowledge.
• Coordinate open enrollment audit processes in collaboration with internal team members, including the collection of invoices, monitoring of ongoing changes, and communication of finalized audit results to client HR contacts.
• Initiate and confirm online access with insurance carriers when clients transition coverage.
• Prepare and provide stewardship reports prior to client meetings.
• Issue updated ID cards to clients following the completion of open enrollment.
• Update EIS document with online access data and any transition items for the client's renewal.

Qualifications and Requirements :

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 currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 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 continual learning and enhanced career opportunities for our dedicated, 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 :

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.