Data Entry Specialist (Remote)

PDCM Insurance Inc.; Fairfax (VA); Remote; USD 35,000 - 45,000; Full time

Job summary

A leading insurance services firm is seeking a Data Entry Specialist to manage client eligibility changes and ID card requests. This full-time remote role requires strong communication and organizational skills. Join a collaborative team dedicated to enhancing client relationships and operational excellence.

Benefits

Medical, Dental, and Vision Benefits

Flexible Spending Account (FSA)

Health Savings Account (HSA)

Company paid Short-Term Disability

401(k) with employer match

Paid holidays

Personalized PTO

Qualifications

• 1+ years in technical or administrative support.
• Experience with employee benefits software.
• Virginia Life and Health Insurance License preferred.

Responsibilities

• Process client eligibility changes and ID card requests.
• Maintain communication with clients and carrier representatives.
• Update client management portal with accurate information.

Skills

Communication

Organizational Skills

Attention to Detail

Customer Service

Education

Associate Degree in Business Administration

Bachelor's Degree in Business Administration

Tools

Microsoft Office Suite

CRM Systems

Job description

About BBG, A Division of Patriot Growth Insurance Services: 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.

Position Overview: The Data Entry Specialist is responsible for processing all client eligibility changes and ID card request in a timely and accurate manner. This position will also respond to request from clients and agency employees, update the client management portal, communicate effectively with clients and carrier representatives, attend team meetings, and provide exceptional customer service to maintain strong client relationships.

Work Arrangement: This is a full-time, remote position reporting to our office located in Fairfax, VA.

Professional Responsibilities:

• Process all client eligibility changes and ID card requests with precision and within specific timeframes.
• Respond to client and internal requests in a timely and accurate manner.
• Update the client management portal with the most recent information.
• Maintain effective communication with clients and carrier representatives, ensuring their needs are met and questions are answered.
• Attend team meetings to stay informed about agency policies, procedures, and industry updates.
• Provide accurate and timely support to clients to enhance their trust and loyalty with BBG.
• Possess a strong customer service orientation and demonstrate a good understanding of insurance concepts.
• Navigate online portals efficiently to access and update client information.
• Communicate difficult carrier decisions to clients when necessary, and escalate issues to carrier representatives, when appropriate.

Qualifications and Requirements:

• 1 or more years of experience in a technical support or administrative support function role (Required)
• Previous experience working with employee benefits software (Required)
• Associate Degree in Business Administration, Information Technology, or a similar field (Required)
• Experience in the employee benefits industry (Preferred)
• Bachelor's Degree in Business Administration, Information Technology, or a similar field (Preferred)
• Virginia Life and Health Insurance License (Preferred)
• Excellent communication skills, both written and verbal, to convey information clearly and transparently.
• Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
• Display a high level of attention to detail when entering data and reviewing documents to avoid errors and ensure data integrity.
• Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience.
• Ability to work effectively in a team environment and collaborate with team members and other departments.
• Familiarity and proficiency in using relevant software applications, including Customer Relationship Management (CRM) systems, Microsoft Office Suite, and other tools used for client management and communication.
• Commitment to staying updated on industry trends, regulations, and best practices.
• Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.

About Patriot Growth Insurance Services: 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 24th 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 2,100 employees operating in over 160 locations across 48 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.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide continual learning and enhanced career opportunities for our dedicated, 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 holidays
• Personalized PTO
• 401(k) with employer match

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 .