Advocate

About Intrepid Atlanta, A Division of Patriot Growth Insurance Services:

Founded in 1984, Intrepid Benefits is a distinguished employee benefits consulting firm headquartered in Newport Beach, California, with additional offices in Denver, Colorado, and Atlanta, Georgia. We are dedicated to delivering innovative solutions and strategic approaches that optimize the value of our clients' benefit programs. Moving beyond traditional models, we combine deep expertise in benefits with comprehensive knowledge of legislation, tax regulations, and subsidies.

Our accomplished team is committed to continual learning and effective communication, ensuring our clients receive exceptional guidance and service. Intrepid proudly operates as a subsidiary of Patriot Growth Insurance Services.

Are you ready to take your passion for client service to the next level? We're looking for a dynamic Benefit Advocate to join our team and become a crucial point of contact for our valued clients and their employees. In this role, you'll play a vital part in administering employee benefit plans, ensuring exceptional service and support every step of the way.

As a Benefit Advocate, you'll thrive in a fast-paced environment where your dedication to providing outstanding client experiences will directly impact retention and overall satisfaction. You'll have the opportunity to engage with clients daily, addressing their benefit plan inquiries promptly and professionally. Your ability to communicate effectively and accurately will be key as you navigate benefit coverage, eligibility, and more.

This is a hybrid position (4 days in office and 1 day remote) reporting to our office in Atlanta, GA.

• Respond promptly and professionally to client employee inquiries, providing accurate and thorough information regarding benefit plans, coverage, and eligibility.
• Document all correspondence with client's employees (i.e., issues, necessary follow‑ups, next steps, tasks, and notes, etc.) in agency CRM.
• Serve as a liaison with insurance carriers and providers to resolve claims issues and aid with the appeals process. Assist with prior authorizations,  requests, and network searches.
• Ensure accurate and up‑to‑date records by updating system(s) with employee enrollments, terminations, and changes pertaining to carriers and vendors.
• Assist Benefit Consultants in creating Federal compliance notices for clients.
• Review quarterly stewardship reports to detect any trends with employee issues.
• Participate in training opportunities to increase industry knowledge.
• Coordinate open enrollment audit processes in collaboration with internal team members, including the collection of invoices, monitoring of ongoing changes, and communication of finalized audit results to client HR contacts.
• Initiate and confirm online access with insurance carriers when clients transition coverage.
• Prepare and provide stewardship reports prior to client meetings.
• Issue updated  to clients following the completion of open enrollment.
• Update EIS document with online access data and any transition items for the client's renewal.

• 2 or more years of relevant experience in employee benefits insurance or a Human Resources function (Required)
• High School Diploma or GED (Required)
• Georgia Life & Health Insurance License (can be obtained after hire)
• Bachelor's Degree in Business Administration, Human Resources, or a similar field (Preferred)
• 2 to 4 years of relevant experience in employee benefits insurance or a Human Resources function (Preferred)
• Understanding of employee benefits, insurance plans, and related regulations.
• Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience.
• Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
• Exceptional problem‑solving skills, combined with a persistent approach to achieving successful resolutions.
• Excellent communication skills, both written and verbal, to convey information clearly and…