Implementation Coordinator Newport Beach, CA

Patriot Growth Insurance Services, LLC; Newport Beach, Northern (CA, KY); Hybrid; USD 25,000 - 26,000; Full time

Benefits offered by this job

Remote (Temporary)

Job summary

Intrepid Benefits in Newport Beach, CA, seeks an Implementation Coordinator to ensure accurate enrollment data, maintain benefits portals, and support integrations with carriers and vendors. You will work with Account Managers and clients to enable smooth open enrollment and ongoing maintenance.

The role emphasizes detail-oriented, multi-platform learning, strong communication, and collaborative problem-solving within a remote-friendly, full-time environment.

Qualifications

• 1+ year of experience in technical support, administrative support, benefits administration, or a related function.
• Previous experience working with employee benefits software.
• High school diploma or GED.
• Strong technical aptitude with the ability to learn and navigate multiple software platforms.
• Excellent written and verbal communication skills.
• Strong organizational skills with the ability to prioritize tasks, manage deadlines, and maintain accurate records.
• High attention to detail when entering data, reviewing documents, and configuring benefit plan information.
• Strong client service skills with the ability to respond professionally and proactively to client needs.
• Ability to collaborate effectively with Account Managers, clients, carriers, vendors, and internal team members.
• Proficiency with Microsoft Office Suite, CRM systems, and client management or communication tools.

Responsibilities

• Build and maintain benefits administration portals, ensuring enrollment data, plan information, rates, and documents are accurate and current.
• Collaborate with Account Managers to gather client and carrier information needed for successful portal implementation and ongoing maintenance.
• Configure carrier, vendor, and payroll integrations to support accurate enrollment, eligibility management, and benefits administration processes.
• Support annual renewals and open enrollment activities by updating plans, rates, documents, workflows, and employee-facing enrollment materials.
• Troubleshoot platform issues and provide responsive support to clients and internal teams, helping resolve concerns efficiently and accurately.
• Prepare compliance-related documents, build annual plan libraries, and maintain organized records that support client service excellence and regulatory requirements.

Skills

Technical support

Benefits administration

CRM systems

Microsoft Office

Communication skills

Data accuracy

Client service

Education

High school diploma or GED

Bachelor's degree in Business Administration

Bachelor's degree in Information Technology

Tools

Employee Navigator

Ease

Rippling

CRM software

Job description

Intrepid Benefits | Newport Beach, CA | Remote (Temporary) | Full-Time

Why This Role Matters

As an Implementation Coordinator, you will help create a seamless enrollment experience for employee benefits clients by ensuring their benefits administration platforms are accurate, up to date, and easy to navigate. Your work directly supports successful enrollments, efficient benefits administration, and positive client experiences.

In this role, you'll partner closely with Account Managers, clients, carriers, and vendors to build and maintain benefits administration portals, support open enrollment initiatives, manage integrations, and troubleshoot system issues. You'll serve as a key resource in keeping benefits information organized, accessible, and compliant while helping clients maximize the value of their technology platforms.

How You'll Make an Impact

• Build and maintain benefits administration portals, ensuring enrollment data, plan information, rates, and documents are accurate and current.
• Collaborate with Account Managers to gather client and carrier information needed for successful portal implementation and ongoing maintenance.
• Configure carrier, vendor, and payroll integrations to support accurate enrollment, eligibility management, and benefits administration processes.
• Support annual renewals and open enrollment activities by updating plans, rates, documents, workflows, and employee-facing enrollment materials.
• Troubleshoot platform issues and provide responsive support to clients and internal teams, helping resolve concerns efficiently and accurately.
• Prepare compliance-related documents, build annual plan libraries, and maintain organized records that support client service excellence and regulatory requirements.

Who You Are

• Detail-oriented and committed to producing accurate work in a fast-paced environment.
• Comfortable learning and navigating multiple technology platforms and systems.
• Organized and proactive, with the ability to manage deadlines and competing priorities effectively.
• Client-focused, with a service mindset and a willingness to solve problems thoughtfully and professionally.
• A collaborative team player who builds strong working relationships with colleagues, carriers, vendors, and clients.
• A clear communicator who can explain technical information in a way that is easy for others to understand.
• Trustworthy and professional, with a strong commitment to confidentiality and data accuracy.

What You Bring

Day One:

• 1+ year of experience in technical support, administrative support, benefits administration, or a related function.
• Previous experience working with employee benefits software.
• High school diploma or GED.
• Strong technical aptitude with the ability to learn and navigate multiple software platforms.
• Excellent written and verbal communication skills.
• Strong organizational skills with the ability to prioritize tasks, manage deadlines, and maintain accurate records.
• High attention to detail when entering data, reviewing documents, and configuring benefit plan information.
• Strong client service skills with the ability to respond professionally and proactively to client needs.
• Ability to collaborate effectively with Account Managers, clients, carriers, vendors, and internal team members.
• Proficiency with Microsoft Office Suite, CRM systems, and client management or communication tools.
• Commitment to maintaining confidentiality, ethical standards, and professional development.

Valuable Additions:

• Bachelor's degree in Business Administration, Information Technology, or a related field.
• Experience in the employee benefits industry.
• Experience with Employee Navigator, Ease, Rippling, or similar benefits administration platforms.
• California Life & Health Insurance License.
• Experience with ACA reporting processes and benefits compliance activities.
• Experience creating benefit guides, enrollment materials, and employee communications.

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.

About Intrepid Benefits

Intrepid, as a distinguished employee benefits consulting firm, is dedicated to delivering innovative solutions and implementing strategic approaches that optimize the intrinsic worth of our clients' benefit programs. We proudly acknowledge the departure from the antiquated era of the spreadsheet broker, as contemporary demands necessitate a multifaceted expertise. We are driven to not only possess a profound understanding of benefits intricacies, but also to seamlessly incorporate this knowledge into a comprehensive comprehension of legislation, tax regulations, and subsidies. Our accomplished team members exhibit an unwavering commitment to continual learning and excel in effective communication. It is worth noting that Intrepid operates as a subsidiary under the esteemed umbrella of Patriot Growth Insurance Services.

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

$18 - $19 USD