About Exude, A Division of Patriot Growth Insurance Services: Founded in 1996, Exude is a full-service employee benefits consulting firm with a mission to change the lives of people who are changing the world. We partner with purpose-driven organizations to help them fulfill their missions by supporting their people. That’s not just a tagline-it’s a promise we take seriously. At Exude, we work collaboratively with our clients to understand their goals and challenges, and we develop innovative, tailored solutions that empower their teams. Our approach is rooted in advocacy, service, and a deep commitment to putting our clients and their employees first.

Over the past 27 years, we’ve grown significantly, but our service-based philosophy remains at the heart of everything we do. Our clients rely on us not just for our expertise, but for our unwavering dedication to their success.

If you're passionate about making a meaningful impact and want to be part of a team that values purpose, partnership, and people-we’d love to hear from you.

Position Overview: The Senior Client Care Specialist delivers exceptional service to Exude’s clients and their employees by resolving complex service issues, supporting renewals, and providing proactive communication. This role supports clients of varying size and complexity, partners closely with Consultants and Account Managers, and serves as a senior resource to the Client Care team to ensure high client satisfaction and retention.

Work Arrangement: This is a full-time hybrid position supporting our office located at 325 Chestnut Street Suite 1000, Philadelphia, PA.

Professional Responsibilities:

• Provide high-level client service to large and mid-sized clients, resolving complex claims, billing, and benefits issues.
• Serve as an escalation point for advanced service matters; identify root causes and recommend process improvements.
• Support client renewals by assisting with employee communications, open enrollment preparation, and delivery of in-person and virtual meetings.
• Create and present employee-facing education related to benefits, including HSAs, HRAs, and FSAs.
• Coordinate with insurance carriers, TPAs, vendors, and healthcare providers to resolve client and employee concerns.
• Perform billing reconciliation, census audits, and maintain accurate documentation.
• Provide guidance and support to junior Client Care Specialists and assist leadership with coaching efforts.
• Participate in open enrollment support during peak seasons, including travel to client locations as needed.
• Maintain confidentiality, comply with data security standards, and support special projects as assigned.

Qualifications and Requirements:

• 3-5 years of customer service experience in a benefits, insurance, or related professional services environment.
• Bachelor’s degree in HR, Health Policy, Risk Management/Insurance, or a related field preferred (or equivalent experience).
• Prior experience supporting complex client accounts and high-volume service requests.
• Active Life, Accident, and Health Insurance license required.
• Experience assisting with benefits renewals and open enrollment activities preferred.
• Strong technical knowledge of group benefits, administrative processes, and compliance requirements.
• Exceptional client service and problem-solving skills in a fast-paced, high-volume environment.
• Ability to independently resolve complex issues and exercise sound professional judgment.
• Excellent communication and relationship-building skills.
• Strong organizational, time management, and multitasking abilities.
• Proficiency with Microsoft Office Suite and CRM technology.
• Flexibility to work variable hours, including occasional evenings, weekends, and on-call coverage during peak periods.

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 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 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:

• 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)

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.