Junior Account Manager (Remote)

About Intrepid Benefits, A Division of Patriot Growth Insurance Services: Intrepid, as a distinguished employee benefits consulting firm, is dedicated to delivering innovative solutions and implementing strategic approaches that optimize the intrinsic worth of our clients' benefit programs. We proudly acknowledge the departure from the antiquated era of the spreadsheet broker, as contemporary demands necessitate a multifaceted expertise. We are driven to not only possess a profound understanding of benefits intricacies, but also to seamlessly incorporate this knowledge into a comprehensive comprehension of legislation, tax regulations, and subsidies. Our accomplished team members exhibit an unwavering commitment to continual learning and excel in effective communication. It is worth noting that Intrepid operates as a subsidiary under the esteemed umbrella of Patriot Growth Insurance Services.

Position Overview: The Junior Account Manager performs a wide range of responsibilities to ensure efficient operations and exceptional customer service. This position works in close partnership with Account Managers, providing a high level of administrative and processing support.

Work Arrangement: This is a full-time, remote position that supports our office in Newport Beach, CA.

Professional Responsibilities: ? Set up service cases for employer and employee changes. ? Conduct research and communicate with insurance carriers to address specific questions. ? Answer main line calls and provide assistance to callers. ? Monitor and update information in the Employee Navigator system. ? Obtain member IDs and ID cards for clients. ? Look up Primary Care Physicians (PCPs) within networks. ? Obtain invoices related to insurance coverage. ? Process COBRA (Consolidated Omnibus Budget Reconciliation Act) requests. ? Retrieve and process insurance carrier documents, as needed. ? Handle urgent changes and communicate them to carriers. ? Perform bill audits to ensure accuracy. ? Create and update Wrap and POP (Premium Only Plan) documents. ? Close out old service cases and maintain updated records. ? Update policy information in the AgencyWare system. ? Process long-term disability (LTD) and self-billed life changes for specific groups. ? Assist in the preparation of policy renewals. ? Check the status of pending changes and follow up accordingly. ? Calculate deductions and provide rate breakdowns for clients. ? Attend internal meetings and training sessions to stay informed and updated. ? Attend meetings with insurance carriers to discuss client needs. ? Cover the account manager's inbox and handle calls during their absence.

Qualifications and Requirements: ? 1 or more years of experience in employee benefits administration, client service, administrative support, or a related field ? High School Diploma/GED ? Bachelor?s Degree in Business Administration, Human Resources, or a related field preferred ? California Life and Health Insurance License preferred ? Excellent interpersonal and communication skills (both oral and written) ? Proficient with use of Microsoft Office Suite and products ? A passion for being part of a team that drives our company to industry leadership ? Ability to establish and maintain effective working relationships with both peers and clients ? Authorized to work in the U.S. without sponsorship

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:
? 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)

Pay Range: $18 - $20 per hour depending on experience.

A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.