Patriot is a growth-focused national insurance services firm that partners with employee benefits and Property & Casualty agencies. Backed by Summit Partners.
About the role
You'll be the steady hand behind every eligibility change, ID card request, and client update that keeps BBG's book running without a hitch, the person producers and carrier partners count on before a renewal ever gets bumpy.
What they're looking for
- You notice the small stuff, a mismatched date or a missing digit, before it becomes someone else's problem
- You stay calm when a client is frustrated, because you know how to be the reassuring voice on the other end of the call
- You keep your word on timeframes, even when the queue is long
- You ask questions instead of guessing, because you know eligibility data is only useful when it's right
- You collaborate naturally with teammates and other departments, no ego required
- You treat client and employee information with real discretion, not just because policy says so
More about this role
BBG | Hybrid | Fairfax, VA | Full-Time
You'll be the steady hand behind every eligibility change, ID card request, and client update that keeps BBG's book running without a hitch, the person producers and carrier partners count on before a renewal ever gets bumpy.
This seat sits at the center of BBG's client service operation: real accounts, real carrier relationships, and a volume of eligibility and ID card work that only runs smoothly when someone owns the details. Producers and carrier representatives work with this person directly, not around them. Backed by Patriot's national carrier access and a network of 150+ locations that actually collaborates, you'll have the platform and support to do this work at a genuinely high standard, whether you're a few years into client service or bringing a proven track record with you.
- Process client eligibility changes and ID card requests with precision and within tight timeframes, so clients and carriers can count on accurate coverage every time.
- Maintain the client management portal with the latest information, so producers and carrier partners are always working from the same accurate picture.
- Communicate carrier decisions,...
Read the full posting on Patriot Growth Insurance Services, LLC's site ↗
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