Agency Support Specialist

Why This Role Matters

How You'll Make an Impact

• Create and maintain employee benefit guides that help clients understand and utilize their benefits offerings.
• Upload, organize, and maintain enrollment materials and benefit documentation within Employee Navigator and other client enrollment platforms.
• Develop and update client benefit landing pages during renewals and throughout the plan year to ensure information remains accurate and accessible.
• Prepare, maintain, and distribute ERISA Wrap Plan Documents to support client compliance needs.
• Execute pre-designed email marketing campaigns for designated client and prospect audiences.
• Conduct routine audits of client documents, identifying and correcting discrepancies to ensure data accuracy and completeness.
• Support agency licensing, carrier appointments, and administrative activities that contribute to operational efficiency.
• Provide administrative assistance to Agency Principals and support the upkeep of individual life insurance and other producer-managed policies.

Who You Are

• Highly organized and able to balance multiple priorities while meeting deadlines.
• Detail-oriented and committed to producing accurate, high-quality work.
• Service-focused, approaching clients and colleagues with professionalism, responsiveness, and empathy.
• A strong communicator who conveys information clearly and effectively in both written and verbal formats.
• Collaborative and team-oriented, with a willingness to support colleagues across the agency.
• Resourceful and proactive when solving problems and navigating changing priorities.
• Comfortable learning new systems and leveraging technology to improve efficiency and accuracy.
• Committed to maintaining confidentiality and handling sensitive information responsibly.

What You Bring

Day One:

• High School Diploma or GED.
• 1 to 3 years of experience in operations, administration, insurance agency support, or a related business support role.
• Strong organizational, communication, and problem-solving skills.
• Exceptional attention to detail and commitment to data accuracy.
• Proficiency with Microsoft Office Suite and the ability to learn and utilize agency technology platforms and CRM systems.
• Ability to manage multiple projects while maintaining a high standard of quality and service.
• Commitment to maintaining confidentiality and exercising sound professional judgment.

Valuable Additions:

• Bachelor's degree.
• Bilingual in Spanish and English.
• Experience working within an insurance agency, employee benefits consulting environment, financial services organization, or other professional services setting.
• Experience supporting employee benefits administration, client renewals, or enrollment platforms such as Employee Navigator.
• Familiarity with agency licensing, carrier appointment processes, or compliance-related documentation.

Real Benefits for Real Life

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Paid parental leave
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
• Competitive 401(k) company match to help you build your financial future
• Comprehensive dental and vision coverage
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support

About Patriot Growth Insurance Services