Data Entry Specailist

Patriot Growth Insurance Services, LLC; Fairfax (VA); On-site; USD 39,000 - 40,000; Full time

Benefits offered by this job

Medical, dental and vision options

Virtual medical and mental healthcare

Disability coverage

Parental leave

Personalized PTO

401(k) match

Employee Assistance Program

Job summary

Patriot Growth Insurance Services is seeking a detail-oriented client services professional to manage eligibility changes and ID card requests. You will work directly with producers, carrier partners, and clients to maintain accurate coverage data and timely communications.

A background in benefits software and CRM tools supports daily high-volume tasks. Day-to-day responsibilities include updating portals, coordinating with multiple carriers, and resolving questions with discretion.

Qualifications

• Associate Degree in Business Administration, Information Technology, or a similar field or equivalent hands-on experience.
• 1–3 years in a technical/administrative support role handling high-volume eligibility changes and ID card requests.
• Hands-on experience with employee benefits software and comfort across CRM systems and Microsoft Office.

Responsibilities

• Process client eligibility changes and ID card requests with precision and on tight timeframes.
• Maintain the client management portal with up-to-date information for consistency across teams.
• Communicate carrier decisions clearly to clients to ensure accurate coverage information.

Skills

Attention to detail

Calm under pressure

Effective communication

Education

Associate degree

Bachelor's degree (advantage)

Tools

Benefits software

CRM systems

Microsoft Office

Job description

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.

How You'll Make an Impact

• 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, including the difficult ones, directly to clients, so nothing gets lost in translation between the carrier and the people it affects.
• Navigate multiple carrier and CRM portals every day, so eligibility changes and ID card requests move without delay.
• Respond to client and internal requests promptly and accurately, so trust in BBG's service never wavers.
• Escalate issues to carrier representatives when appropriate, so problems get resolved by the right person the first time.

Who You Are

• 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.
• You stay current on industry changes because you'd rather know than be caught off guard.

What You Bring

Day One:

• An Associate Degree in Business Administration, Information Technology, or a similar field, or equivalent hands-on experience.
• Enough experience in a technical support or administrative support role to know what a high-volume day of eligibility changes and ID card requests actually requires. Typical years of experience are as follows: 1 to 3 years.
• Hands-on experience with employee benefits software, plus comfort working across CRM systems and the Microsoft Office Suite.
• A working understanding of insurance concepts and terminology, enough to speak confidently with clients and carrier representatives.

Valuable Additions:

• Experience in the employee benefits industry specifically.
• A Bachelor's Degree in Business Administration, Information Technology, or a similar field.
• An active Virginia Life and Health Insurance License.

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.

About BBG

For nearly 30 years, Business Benefits Group has remained a recognized leader in employee benefits, HR consulting, and business insurance. We have supported thousands of businesses across many industries to help to meet their goals and achieve more as a business. We remain a benefits-centric agency, bringing the tools, resources, and solutions that employers should expect to address new challenges with rising health care costs, regulatory issues, and advancements in technology. Our team of trusted advisors help to lead our clients through these challenges, and more – while also setting a high bar for our industry as a thought leader within the industry.

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 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

$28 - $29 USD