Benefit Advocate (Hybrid)

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 : We are seeking a client-focused and detail-oriented Benefit Advocate to join our Employee Benefits team. This role serves as a primary resource for clients and their employees by providing responsive support, resolving benefits-related inquiries, and assisting with the administration of employee benefit plans. The ideal candidate is organized, empathetic, and committed to delivering exceptional customer service while navigating a fast-paced environment. This position plays a key role in supporting client satisfaction, employee engagement, and the successful administration of employee benefits programs.

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

Professional Responsibilities

• Serve as the primary point of contact for employee benefit inquiries, providing timely, accurate, and professional support regarding benefit plans, coverage, eligibility, and enrollment.
• Document all client and employee interactions within the agency CRM, including issues, follow-up activities, action items, and case resolutions.
• Act as a liaison between clients, employees, insurance carriers, and vendors to resolve claims issues, assist with appeals, coordinate prior authorizations, process ID card requests, and conduct provider network searches.
• Process employee enrollments, terminations, qualifying life events, and other eligibility changes while maintaining accurate records across carrier and agency systems.
• Assist Benefit Consultants with preparing and distributing federal compliance notices and other required employee communications.
• Coordinate open enrollment audit activities, including invoice reconciliation, eligibility reviews, ongoing change management, and communication of finalized audit results to client HR representatives.
• Review stewardship reports to identify trends, recurring employee concerns, and opportunities to improve the client experience.
• Initiate and manage carrier online access for new and transitioning clients while maintaining accurate system documentation.
• Prepare stewardship reports, client materials, and supporting documentation for client meetings and account reviews.
• Issue updated employee ID cards and support post-open enrollment administrative activities.
• Collaborate with internal Account Management, Benefit Consulting, and Service teams to ensure a seamless client experience.
• Stay current on employee benefits regulations, carrier requirements, industry trends, and best practices through ongoing professional development and training.

Qualifications and Requirements

• 2+ years of experience in employee benefits insurance, employee benefits administration, Human Resources, or a related client service role preferred.
• High school diploma or GED required; Bachelor's degree in Business Administration, Human Resources, or a related field preferred.
• Georgia Life & Health insurance license required or the ability to obtain shortly after hire.
• Strong understanding of employee benefits plans, insurance products, eligibility, enrollment processes, and applicable regulations.
• Exceptional customer service skills with the ability to provide empathetic, professional support while resolving complex employee benefit issues.
• Strong organizational and time management skills with the ability to manage multiple priorities and deadlines.
• Excellent analytical and problem-solving skills with a proactive approach to issue resolution.
• Outstanding written and verbal communication skills with the ability to communicate effectively with employees, clients, carriers, and internal teams.
• Proficiency with Microsoft Office Suite and customer relationship management (CRM) systems.
• Ability to build and maintain strong working relationships with clients, carrier partners, vendors, and colleagues.
• Demonstrated commitment to continuous learning and professional development within the employee benefits industry.

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:

• 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) with employer match

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 .