About PK Benefits Consulting, A Division of Patriot Growth Insurance Services: Power Kunkle is a full-service employee benefits firm focused on changing the traditional employer/broker relationship. Power Kunkle partners with our clients to obtain the most cost-effective employee benefits package by using our leverage with insurance carriers to negotiate the lower possible rates.

Position Overview: The Benefits Analyst is responsible for collecting, analyzing, and summarizing data related to client benefits programs for the Strategic Accounts team. This role supports the team in maintaining accurate records, preparing client presentations, and providing assistance in various sales support and administrative activities.

Work Arrangement: This is a full-time remote or hybrid position that supports our office located in Wyomissing, PA.

Professional Responsibilities:

• Collects, analyzes, and summarizes data from claims reports provided by carriers, ensuring compliance with established guidelines.
• Manages the internal plan performance reporting process, including downloading reports, updating data, identifying missing data, reviewing data for accuracy, and creating drafts of PowerPoint presentations and other reporting elements.
• Assists with the preparation of client presentations and new sales activities, such as creating spreadsheets, PowerPoint slides, proposals, plan and cost comparisons, packets, webinars, and scheduling meetings.
• Assists in tracking client deliverables and deadlines to ensure readiness and timely completion.
• Maintains and updates electronic and transactional files, ensuring data integrity and utilizing the system to its fullest potential. Provides recommendations for process improvements.
• Retrieves and enters data for client financial reports, ensuring accuracy and completeness.
• Develops a comprehensive knowledge of the Strategic Accounts client base, understanding their unique needs and requirements.
• Works collaboratively with administrative and client services team members, providing backup support and assistance as needed.
• Performs other tasks and duties as requested to support the agency's strategic business goals.

Qualifications and Requirements:

• High School Diploma/GED (required)
• 2+ years administrative support or client services experience (required)
• Associate degree in Data Management, Business Administration, Healthcare Management, or similar, or equivalent level of prior relevant experience (preferred)
• 2+ years in benefits analysis or data management (preferred)
• Pennsylvania Life, Accident, and Health License (can be obtained within 90 days of hire)
• High proficiency in Microsoft Office products (Outlook, Word, PowerPoint, Excel).
• Proficiency in using relevant software and tools for data management and report preparation.
• Knowledge of benefits administration and insurance practices.
• Familiarity with CRM systems and data management tools.

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 160 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

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.