Hybrid Client Care Specialist – Intermediate

at Patriot Growth Insurance Services, LLC

• Job title: Client Care Specialist – Intermediate
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Philadelphia, United States

About the role

• Client Care Specialist at Exude resolving client inquiries and supporting benefit education. Researching claims and financial matters while maintaining strong client relationships and satisfaction.

Responsibilities

• 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)