Client Technology Specialist

Patriot Growth Insurance Services; Dallas (TX); Hybrid; USD 63,000 - 69,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Personalized PTO

Job summary

Patriot Growth Insurance Services in Dallas, TX is seeking a Client Technology Specialist to help employers and employees navigate benefits technology. You will implement, configure, and maintain benefit administration platforms, with a focus on Employee Navigator, while partnering with client HR teams to tailor enrollment and HRIS solutions.

You will deliver training, resolve system questions, and reconcile invoices.

Qualifications

• Associate degree in a related field.
• Two+ years of technical or administrative support experience.
• Strong written and verbal communication skills.
• Excellent organizational and time management abilities.
• Proficiency with Microsoft Office Suite.
• Ability to obtain Texas Life and Health Insurance License within six months.

Responsibilities

• Own implementation, configuration, maintenance of benefit administration platforms, focusing on Employee Navigator.
• Partner with client HR teams to customize enrollment and HRIS solutions.
• Deliver training sessions for employers and employees.
• Resolve client questions and enrollment discrepancies with high service level.
• Review and reconcile carrier invoices and coordinate resolutions.
• Generate enrollment, eligibility, and reporting data for client needs and compliance.
• Identify automation opportunities to streamline benefits administration.
• Support Open Enrollment with tools, resources, and guidance.

Skills

Relationship-focused

Effective communicator

Organizational skills

Detail-oriented

Team-oriented

Problem-solving

Adaptable

Education

Associate degree in Business Administration, Communications, Information Technology, Human Resources, or related field

Bachelor's degree in Business Administration, Communications, Information Technology, Human Resources, or related field

Tools

Microsoft Office Suite

Employee Navigator

Job description

Patriot Growth Insurance Services | Dallas, TX | Hybrid | Full-Time

Why This Role Matters

As a Client Technology Specialist, you'll help employers and their employees simplify the benefits experience through technology. This role combines client support, benefits administration, and system expertise to ensure clients can confidently manage enrollment, HR processes, and employee benefits through modern online platforms.

You will serve as a trusted resource to client HR teams, helping configure and maintain benefit administration systems, support open enrollment initiatives, troubleshoot issues, and coordinate with insurance carriers and internal partners. Your work directly contributes to a more efficient, accurate, and seamless experience for both employers and employees.

How You'll Make an Impact

• Own the implementation, configuration, maintenance, and ongoing optimization of benefit administration platforms, with a primary focus on Employee Navigator.
• Partner with client HR teams to customize enrollment and HRIS solutions that align with organizational goals and employee needs.
• Deliver engaging training sessions that help employers and employees effectively utilize enrollment and benefits administration technology.
• Resolve client questions, system issues, and enrollment discrepancies while providing a high level of customer service and support.
• Review and reconcile carrier invoices, identify discrepancies, and coordinate timely resolutions with carriers and internal stakeholders.
• Generate enrollment, eligibility, and reporting data to support client needs, compliance requirements, and operational decision-making.
• Identify opportunities for automation and process improvements that streamline benefits administration and enhance the overall client experience.
• Support Open Enrollment activities by providing tools, resources, and guidance that improve accuracy and employee engagement.

Who You Are

• Relationship-focused and committed to delivering an exceptional client experience.
• An effective communicator who can explain technical concepts in a clear and approachable manner.
• Highly organized with the ability to prioritize competing responsibilities and meet deadlines.
• Detail-oriented and committed to maintaining accuracy when working with sensitive employee and benefits information.
• Collaborative and team-oriented, with a willingness to support colleagues and clients alike.
• Proactive in identifying issues, evaluating options, and driving solutions to completion.
• Adaptable, curious, and motivated to stay current on industry trends, technology enhancements, and best practices.

Day One:

• Associate Degree in Business Administration, Communications, Information Technology, Human Resources, or a related field.
• Two or more years of experience in a technical support or administrative support role.
• Strong written and verbal communication skills.
• Excellent organizational and time management abilities.
• Proficiency with Microsoft Office Suite and other business technology applications.
• Ability to work effectively in a collaborative team environment.
• Willingness and ability to obtain a Texas Life and Health Insurance License within six months of hire.

Valuable Additions:

• Previous experience in the Employee Benefits Insurance industry.
• Experience using employee benefits administration software platforms.
• Employee Navigator platform experience.
• Bachelor's Degree in Business Administration, Communications, Information Technology, Human Resources, or a related field.
• Knowledge of payroll integration, onboarding, PTO management, COBRA administration, or related HR technology solutions.
• Experience reviewing carrier invoices, enrollment records, eligibility files, or benefits reporting.

Real Benefits for Real Life

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.

Highlights Include:

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Paid parental leave
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
• Competitive 401(k) company match to help you build your financial future
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support

About Patriot Growth Insurance Services

At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.

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. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them.

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.

Pay Range: Posted below

*Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering 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. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.

Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.

Pay Range

$30.29 - $32.69 USD