About CCBIS, A Division of Patriot Growth Insurance Services: Our agency, founded as an independent firm over 40 years ago; and now, part of one of the fastest growing nationwide insurance agencies, is looking for a Client Services Analyst. We are looking for an engaged and enthusiastic professional to be our first point of contact representing our agency to our employer groups and their employees, our insurance carrier partners, and our vendor firms that support us in providing superior service to our clients. Many of our clients have been with our agency for over 20 years, and we hold ourselves to the highest professional and ethical standards. Our clients and our employees are treated like family. We are a proud partner agency of Patriot Growth Insurance Services.

Position Overview: The Enrollment Coordinator plays a crucial role in supporting the Account Managers and Producers by managing member-level administration tasks. This includes processing enrollments, terminations, and updates for employee and dependent insurance benefits, as well as maintaining and administering benefit platforms. This position requires direct communication with insurance carriers, group contacts, and employees to ensure accurate and efficient service delivery.

Work Arrangement: This is a full-time remote position that supports our office located in Poway, CA.

Professional Responsibilities:

• Process enrollments, changes, and terminations of employee and dependent insurance benefits, ensuring compliance with plan guidelines.
• Maintain, update, build out, and administer benefit platforms in preparing for client Open Enrollment. Ensure platforms are up to date and functional for both client use.
• Prepare necessary materials, including benefit guides, for client Open Enrollment periods.
• Communicate directly with insurance carriers, group contacts, and employees, via email and telephone, regarding group benefits, enrollment confirmations, payroll deductions, and other service-related items.
• Revise employee memos and provide payroll deductions to clients.
• Support participants by assisting with claims processing and resolving any issues that may rise.
• Assist Account Managers and Account Executives with other projects and tasks, as requested.
• Oversee the reconciliation of insurance bills and audits from reviewing bills for accuracy, identifying discrepancies, and working with carriers and clients to resolve any billing or audit-related issues.
• Conduct monthly post-open enrollment audits.

Qualifications and Requirements:

Required:

• 2 or more years of experience in employee benefits administration, client services, administrative support, or a related position.
• High School Diploma/GED
• California Life and Health Insurance License
• Possess a basic understanding of employee benefits, including knowledge of various benefit types, compliance with relevant regulations, and awareness of emerging trends and best practices.
• Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience.
• Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
• Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions.
• Excellent communication skills, both written and verbal, to convey information clearly and transparently.
• Ability to collaborate effectively with in a team environment, sharing insights and contributing to collective success.
• Familiarity and proficiency in using relevant software applications, including Customer Relationship Management (CRM) systems, Microsoft Office Suite, and other tools used for client management and communication.
• Commitment to staying updated on industry trends, regulations, and best practices.
• Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.

Preferred:

• Associate Degree or Bachelor’s Degree in Business Administration, Human Resources, or a related field.
• Experience working in the Employee Benefits Insurance 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 ranked as the 24th 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 2,100 employees operating in over 170 locations across 48 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

Pay Range: $65,000 - $71,500 per year depending on experience.

*A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

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.