Administrative Assistant

Why This Role Matters

Join a growing Employee Benefits team where your organization, attention to detail, and commitment to client service help create a seamless experience for employers and their employees. As an Administrative Assistant, you'll play an important role in supporting small group accounts, helping Account Managers deliver accurate renewals, smooth enrollments, and responsive service.

In this role, you'll work closely with Account Managers, insurance carriers, and clients to keep benefit programs running efficiently. Your contributions will help maintain strong client relationships, support renewal activities, and ensure critical benefits information is managed accurately and on time.

• Support Account Managers in servicing small group employee benefits clients and maintaining strong client relationships.
• Coordinate enrollments, terminations, and benefit changes with carriers and vendors to ensure accuracy and timely processing.
• Assist with employee benefits renewals by gathering data, preparing proposals, and reviewing plan options.
• Respond to client inquiries regarding benefits, billing, eligibility, and claims with professionalism and urgency.
• Maintain organized and accurate client records within agency management systems and carrier platforms.
• Prepare client-facing materials, including spreadsheets, presentations, and benefits summaries that support informed decision-making.
• Partner with insurance carriers to resolve issues, track outstanding items, and ensure timely follow-up.
• Assist with compliance-related documentation and processes, including ACA-related requirements.

• Detail-oriented and committed to producing accurate, high-quality work.
• Organized and able to manage multiple priorities in a fast-paced environment.
• Client-focused with a service-first mindset and strong follow-through.
• A collaborative team player who enjoys supporting others and contributing to shared goals.
• Comfortable communicating professionally with clients, carriers, and internal partners.
• Adaptable and eager to learn new systems, processes, and insurance concepts.
• Motivated to build a long-term career within the employee benefits industry.

• 1-2 years of experience in an administrative, office support, or customer service role.
• Strong organizational skills and exceptional attention to detail.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office Suite, including Excel, Outlook, and Word.
• Ability to manage competing priorities and meet deadlines effectively.
• Strong interpersonal skills and the ability to work collaboratively within a team environment.
• Dedication to delivering high-quality client service and maintaining professionalism in all interactions.

• Experience supporting employee benefits, insurance, HR, or related professional services teams.
• Familiarity with agency management systems or benefits administration platforms.
• Exposure to ACA compliance processes or employee benefits documentation.
• Interest in obtaining a Life & Health insurance license and pursuing a career in employee benefits.

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.

Highlights Include:

• 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
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support

At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're…