Patriot Growth Insurance Services, LLC

Client Care Specialist – Intermediate

Patriot Growth Insurance Services, LLC

full-time

Posted on:

Location Type: Hybrid

Location: Philadelphia • Pennsylvania • United States

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About the role

  • Research and resolve client inquiries related to claims, billing, benefits, and administrative matters.
  • Communicate with clients, internal teams, insurance carriers, TPAs, healthcare providers, and vendors to resolve issues.
  • Deliver exceptional client service in accordance with service standards and client satisfaction benchmarks.
  • Build and maintain strong relationships with client contacts through phone, email, and in-person communication.
  • Perform billing reconciliation, census audits, and thorough documentation of client interactions in CRM systems.
  • Create and deliver employee-facing benefit education materials and lead open enrollment meetings, webinars, and presentations.
  • Submit and track HSA, HRA, and FSA reimbursement claims through resolution; assist with debit card requests as needed.
  • Support Account Management and renewal activities during peak seasons, including benefit packets and open enrollment support.
  • Identify and escalate urgent or complex issues to appropriate internal stakeholders or leadership.
  • Maintain strong knowledge of Exude products, services, and benefit offerings.
  • Handle sensitive client, employee, and company information with professionalism and confidentiality.

Requirements

  • Bachelors degree in HR, Health Policy, Risk Management/Insurance, or related field preferred (or equivalent experience).
  • Minimum of 2 years of client service experience in a high-volume, fast-paced environment.
  • Active Life, Accident, and Health Insurance license required (must maintain continuing education requirements).
  • Strong knowledge of group benefits, related administrative processes, and compliance requirements.
  • Exceptional client service skills with the ability to manage complex issues in a fast-paced environment.
  • Excellent communication and relationship-building skills.
  • Ability to work independently, exercise sound judgment, and escalate issues when appropriate.
  • 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 auditsbenefit education materialsHSA claimsHRA claimsFSA claimsclient documentationgroup benefits knowledgeadministrative processescompliance requirements
Soft Skills
client servicecommunicationrelationship-buildingorganizational skillstime managementmultitaskingindependent workjudgmentproblem-solvingescalation of issues
Certifications
Life Insurance licenseAccident Insurance licenseHealth Insurance license