Benefit Advocate (Hybrid) at Patriot Growth Insurance Services – Loveland, Ohio

About Strategic Benefits of Cincinnati, A Division of Patriot Growth Insurance Services: SBC is a full-service group benefits broker. As a local agency, we represent all major carriers to provide comprehensive employee benefit programs to our clients. We have over 700 group clients in the Greater Cincinnati area, ranging in size from 2 to nearly 1,000 employees. We partner proactively with our clients to assist them in meeting their benefit, health and wellness goals. We are a proud partner agency of Patriot Growth Insurance Services.

Position Overview: The Benefit Advocate (BA) partners with a Benefits Consultant (BC) to deliver proactive, high-quality service to a shared book of business. This role serves as the primary point of contact for client employees, supporting enrollment, claims, and benefit-related inquiries while assisting with renewals and client communications. The Benefit Advocate plays a key role in ensuring a positive client and employee experience through responsive service and strong attention to detail.

Work Arrangement: This is a full-time, hybrid position reporting to our office located in Cincinnati, OH. Computer equipment will be provided by the company upon hire.

Professional Responsibilities:

• Serve as the primary point of contact for client employees, addressing benefit questions and resolving issues in a timely manner
• Process enrollments, terminations, and benefit changes while maintaining accurate records in internal systems
• Act as a liaison with insurance carriers to resolve claims issues and assist with appeals
• Support the renewal process in partnership with the Benefits Consultant
• Develop employee-facing materials such as benefit guides, enrollment packets, compliance documents, and presentations
• Assist with and attend client meetings, open enrollments, and presentations as needed
• Manage enrollment platforms and support onsite or virtual enrollment processes
• Maintain thorough and accurate documentation of client interactions and transactions
• Communicate effectively with internal team members regarding client needs, renewals, and ongoing projects
• Utilize standardized processes and tools to ensure consistency and efficiency
• Participate in team meetings and contribute to a collaborative, team-oriented environment
• Support additional projects and responsibilities as assigned

Qualifications and Requirements:

• Associate Degree or equivalent business experience
• 1–3 years of experience in employee benefits, customer service, HR, or benefits administration
• Ohio or Kentucky Life & Health Insurance License or ability to obtain upon hire
• Strong customer service mindset with a focus on responsiveness and empathy
• Excellent verbal and written communication skills, particularly in client-facing interactions
• Strong problem-solving skills with the ability to manage issues through resolution
• Ability to manage multiple priorities in a fast-paced environment
• Strong organizational and time management skills
• Proficiency with Microsoft Office Suite and database/CRM systems
• Ability to build relationships across multiple levels of an organization
• High attention to detail and commitment to accuracy

Why Patriot Growth Insurance Services? About Patriot: 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 currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 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 enhanced career opportunities for our dedicated and 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 Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)

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.