Client Technology Specialist

Patriot Growth Insurance Services |
Dallas, TX |
Hybrid |
Full-Time

As a Client Technology Specialist, you'll help employers and their employees simplify the benefits experience through technology. This role combines client support, benefits administration, and system expertise to ensure clients can confidently manage enrollment, HR processes, and employee benefits through modern online platforms.

You will serve as a trusted resource to client HR teams, helping configure and maintain benefit administration systems, support open enrollment initiatives, troubleshoot issues, and coordinate with insurance carriers and internal partners. Your work directly contributes to a more efficient, accurate, and seamless experience for both employers and employees.

• Own the implementation, configuration, maintenance, and ongoing optimization of benefit administration platforms, with a primary focus on Employee Navigator.
• Partner with client HR teams to customize enrollment and HRIS solutions that align with organizational goals and employee needs.
• Deliver engaging training sessions that help employers and employees effectively utilize enrollment and benefits administration technology.
• Resolve client questions, system issues, and enrollment discrepancies while providing a high level of customer service and support.
• Review and reconcile carrier invoices, identify discrepancies, and coordinate timely resolutions with carriers and internal stakeholders.
• Generate enrollment, eligibility, and reporting data to support client needs, compliance requirements, and operational decision-making.
• Identify opportunities for automation and process improvements that streamline benefits administration and enhance the overall client experience.
• Support Open Enrollment activities by providing tools, resources, and guidance that improve accuracy and employee engagement.

• Relationship-focused and committed to delivering an exceptional client experience.
• An effective communicator who can explain technical concepts in a clear and approachable manner.
• Highly organized with the ability to prioritize competing responsibilities and meet deadlines.
• Detail-oriented and committed to maintaining accuracy when working with sensitive employee and benefits information.
• Collaborative and team-oriented, with a willingness to support colleagues and clients alike.
• Proactive in identifying issues, evaluating options, and driving solutions to completion.
• Adaptable, curious, and motivated to stay current on industry trends, technology enhancements, and best practices.

Day One:

• Associate Degree in Business Administration, Communications, Information Technology, Human Resources, or a related field.
• Two or more years of experience in a technical support or administrative support role.
• Strong written and verbal communication skills.
• Excellent organizational and time management abilities.
• Proficiency with Microsoft Office Suite and other business technology applications.
• Ability to work effectively in a collaborative team environment.
• Willingness and ability to obtain a Texas Life and Health Insurance License within six months of hire.

• Previous experience in the Employee Benefits Insurance industry.
• Experience using employee benefits administration software platforms.
• Employee Navigator platform experience.
• Bachelor's Degree in Business Administration, Communications, Information Technology, Human Resources, or a related field.
• Knowledge of payroll integration, onboarding, PTO management, COBRA administration, or related HR technology solutions.
• Experience reviewing carrier invoices, enrollment records, eligibility files, or benefits reporting.

At Patriot,…