Qureos Mentor

Patriot Growth Insurance Services

<div>About FBinsure, A Division of Patriot Growth Insurance Services: FBinsure is a leader in providing insurance and risk solutions for our clients. Our mission, through the professionalism, education, and integrity of our employees, working in an innovative and technologically superior environment, is to continually improve our products and services to meet our clients&rsquo; needs, allowing us to share our prosperity with our employees and our communities.
Position Overview: The Personal Lines Client Service Manager (CSM) is responsible for providing excellent service to clients in a professional and pleasant manner. Individuals use their in-depth knowledge of company offerings to provide recommendations, explanations, and problem-solving to our clients.
Work Arrangement: This is a full-time, hybrid position reporting to our office located in Middleboro, MA. Computer equipment will be provided by the company upon hire.
Professional Responsibilities:
<ul><li>Provide an excellent client experience to personal lines clients on all inquiries and questions, primarily via email and phone, and appointments.</li>
<li>Maintain appropriate documentation in accordance with guidelines.</li>
<li>Navigate agency management system and rating software with ease and efficiency.</li>
<li>Provide timely and accurate resolution to all billing related questions.</li>
<li>Take first reports of claims, when the claims team is unavailable.</li>
<li>Answer all policy and insurance specific questions in a positive and professional manner.</li>
<li>Achieve estimated client monthly call goals.</li>
<li>Actively attempt to upsell/round accounts to meet team goals.</li>
<li>Answer specific coverage questions that require rating.</li>
</ul>
Qualifications and Requirements:
<ul><li>3 years experience preferred</li>
<li>At Least 1 year of experience in the P&amp;C insurance industry</li>
<li>High School Diploma/ GED</li>
<li>Active Massachusetts Property &amp; Casualty Insurance license (must obtain within 2 years of hire)</li>
<li>Hours 8:00 to 5:00 PM with an optional hybrid WFH rotating schedule</li>
<li>Required virtual Saturday and Thursday night rotation</li>
<li>Excellent interpersonal and communication skills (both oral and written)</li>
<li>Proficient with use of Microsoft Office Suite and products</li>
<li>A passion for being part of a team that drives our company to industry leadership</li>
<li>Ability to establish and maintain effective working relationships with both peers and clients</li>
<li>Authorized to work in the U.S. without sponsorship</li>
</ul>
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&rsquo;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:
<ul><li>Medical, Dental, and Vision Benefits</li>
<li>Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs</li>
<li>Company paid Short-Term Disability, Long-Term Disability and Group Term Life</li>
<li>Company paid Employee Assistance Program</li>
<li>Paid Parental Leave</li>
<li>Paid holidays</li>
<li>Personalized PTO</li>
<li>401 (k)</li>
</ul>
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&amp;I Policy located on our website at www.patriotgis.com.</div>

Client Service Manager (Hybrid)

<div>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&rsquo; 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:
<ul><li>Respond promptly and professionally to client employee inquiries, providing accurate and thorough information regarding benefit plans, coverage, and eligibility.</li>
<li>Document all correspondence with client&rsquo;s employees (i.e., issues, necessary follow-ups, next steps, tasks, and notes, etc.) in agency CRM.</li>
<li>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.</li>
<li>Ensure accurate and up-to-date records by updating system(s) with employee enrollments, terminations, and changes pertaining to carriers and vendors.</li>
<li>Assist Benefit Consultants in creating Federal compliance notices for clients.</li>
<li>Review quarterly stewardship reports to detect any trends with employee issues.</li>
<li>Participate in training opportunities to increase industry knowledge.</li>
<li>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.</li>
<li>Initiate and confirm online access with insurance carriers when clients transition coverage.</li>
<li>Prepare and provide stewardship reports prior to client meetings.</li>
<li>Issue updated ID cards to clients following the completion of open enrollment.</li>
<li>Update EIS document with online access data and any transition items for the client's renewal.</li>
</ul>
Qualifications and Requirements:
<ul><li>2 or more years of relevant experience in employee benefits insurance or a Human Resources function (Required)</li>
<li>High School Diploma or GED (Required)</li>
<li>Georgia Life &amp; Health Insurance License (can be obtained after hire)</li>
<li>Bachelor&rsquo;s Degree in Business Administration, Human Resources, or a similar field (Preferred)</li>
<li>2 to 4 years of relevant experience in employee benefits insurance or a Human Resources function (Preferred)</li>
<li>Understanding of employee benefits, insurance plans, and related regulations.</li>
<li>Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience.</li>
<li>Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.</li>
<li>Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions.</li>
<li>Excellent communication skills, both written and verbal, to convey information clearly and transparently.</li>
<li>Ability to collaborate effectively with in a team environment, sharing insights and contributing to collective success.</li>
<li>Proficiency in using technology, including customer relationship management (CRM) software and Microsoft Office Suite</li>
<li>Demonstrate a commitment to continuous learning and professional development in the employee benefits insurance field.</li>
<li>Staying up to date on industry trends, regulatory changes, and emerging best practices through attending training, programs, earning relevant certifications, and participating in industry conferences or webinars.</li>
<li>Authorized to work in the U.S. without sponsorship</li>
</ul>
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&rsquo;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:
<ul><li>Medical, Dental, and Vision Benefits Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs</li>
<li>Company paid Short-Term Disability, Long-Term Disability and Group Term Life</li>
<li>Company paid Employee Assistance Program</li>
<li>Paid Parental Leave</li>
<li>Paid holidays</li>
<li>Personalized PTO</li>
<li>401(k) with employer match</li>
</ul>
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&amp;I Policy located on our website at www.patriotgis.com.</div>

Benefit Advocate

Join Patriot Growth Insurance Services and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Patriot Growth Insurance Services

ABOUT_COMPANY

Client Service Manager (Hybrid)

Benefit Advocate