Senior Client Care Specialist
Patriot Growth Insurance Services, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Philadelphia • Pennsylvania • United States
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Job Level
About the role
- 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.
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.
Benefits
- 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)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
billing reconciliationcensus auditsgroup benefitsadministrative processescompliance requirements
Soft Skills
client serviceproblem-solvingcommunicationrelationship-buildingorganizational skillstime managementmultitaskingprofessional judgment
Certifications
Life Insurance licenseAccident Insurance licenseHealth Insurance license