Full job description

About Patriot: 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 26th 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 1,800 employees operating in 135 locations across 27 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.

About Maniaci, A Division of Patriot Growth Insurance Services: Maniaci has been a leading employee benefits consulting firm serving the needs of thousands of clients across many industries. We are a team of trusted advisors, trailblazers, educators, and advocates who are committed to serving the needs of our clients. Maniaci was founded in 1971 by Dan Maniaci. Over the years, Dan grew the business by hiring talented individuals who thoroughly enjoyed customer service. As a result, clients loved working with Maniaci and referred us to friends, family and colleagues. From decade-to-decade, Maniaci experienced exponential growth over 15% annually. In 2019, Maniaci expanded its scope and created a new company - Patriot Growth Insurance Services, LLC. The company has over 73 offices and over 1000 employees, making us one of the Top 20 Privately Owned Employee Benefits Consulting Firms in the United States.

Overview: The Assistant Account Manager is responsible for providing clerical and administrative support to the assigned team of Account Managers. The position is involved in daily interaction with insurance carrier personnel to address billing issues, enrollment, claims and renewals. These interactions support the clients with their employee benefits programs.

This is a full-time, remote position for California residents.

Primary Job Responsibilities:

• Assist with general administrative tasks concerning clients and the administration of their employee benefit plans.
• Collaborate with others in the client renewal process, assisting with reviewing enrollment applications, processing open enrollment changes, and reconciling invoices post-renewal.
• Process enrollment requests, such as new hire enrollment applications, mid-year changes, and employee terminations.
• Collaborate with carriers to verify enrollment status, order member ID cards, and update both client and employee information.
• Assist with claims processing as needed, including following up on open claims and providing clients with updates.
• Contact carriers to assist with billing issues, such as delinquent payments, billing discrepancies, policy reinstatements and miscellaneous charges.
• Contact carriers regarding benefit inquiries, such as confirming specific benefits (procedures, treatments, equipment) and helping with pre-authorizations.
• Research provider contracted status and supply provider information, such as directories.
• Utilize the CRM system to set up respective tasks to track client inquiries.
• Process COBRA renewals including all associated paperwork when required.
• Pre-complete worksheets for compliance documents, including POP and SPDs.

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements:

• 1+ years of prior experience in an administrative support, or related position.
• High School Diploma/GED.
• Proficient in Microsoft Office Suite including Word, PowerPoint, and Excel.
• Communication - strong interpersonal and communication skills, both verbal and written, with the ability to build relationships and collaborate with others.
• Organization - approaches work in an orderly manner, prioritizing tasks and managing time effectively.
• Results - secures and deploys resources effectively and efficiently.
• Critical Thinking - uses knowledge, facts, and data appropriate to solve problems, reach conclusions, and make decisions.
• Attention to detail – must have excellent attention to detail, accurate data entry skills, and maintain thorough documentation.
• Teamwork - cooperates with others through mutual trust and accountability to accomplish shared objectives.
• Customer Focus - delivers exceptional customer service and customer-centric solutions.

WHY PATRIOT?

Patriot offers the opportunity to be a part of a fast-growing company at 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)

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