Agency Support Specialist

Agency Support Specialist

San Diego, CA

Patriot Growth Insurance Services

Hybrid

Full-Time

Why This Role Matters

As an Agency Support Specialist, you'll help keep our Employee Benefits operations running smoothly while supporting the teams and processes that drive an exceptional client experience. Your attention to detail, organizational skills, and commitment to service will play a vital role in ensuring client materials, benefit resources, and agency operations remain accurate, timely, and well-managed. In this role, you'll partner closely with Account Executives, agency leadership, producers, and communication teams to support client renewals, benefit administration, operational processes, and agency initiatives. You'll be a valued team member who helps ensure clients and internal stakeholders have the resources and support they need to succeed.

How You'll Make an Impact

• Create and maintain employee benefit guides that help clients understand and utilize their benefits offerings.
• Upload, organize, and maintain enrollment materials and benefit documentation within Employee Navigator and other client enrollment platforms.
• Develop and update client benefit landing pages during renewals and throughout the plan year to ensure information remains accurate and accessible.
• Prepare, maintain, and distribute ERISA Wrap Plan Documents to support client compliance needs.
• Execute pre-designed email marketing campaigns for designated client and prospect audiences.
• Conduct routine audits of client documents, identifying and correcting discrepancies to ensure data accuracy and completeness.
• Support agency licensing, carrier appointments, and administrative activities that contribute to operational efficiency.
• Provide administrative assistance to Agency Principals and support the upkeep of individual life insurance and other producer-managed policies.

Who You Are

• Highly organized and able to balance multiple priorities while meeting deadlines.
• Detail-oriented and committed to producing accurate, high-quality work.
• Service-focused, approaching clients and colleagues with professionalism, responsiveness, and empathy.
• A strong communicator who conveys information clearly and effectively in both written and verbal formats.
• Collaborative and team-oriented, with a willingness to support colleagues across the agency.
• Resourceful and proactive when solving problems and navigating changing priorities.
• Comfortable learning new systems and leveraging technology to improve efficiency and accuracy.
• Committed to maintaining confidentiality and handling sensitive information responsibly.

What You Bring

Day One:

• High School Diploma or GED.
• 1 to 3 years of experience in operations, administration, insurance agency support, or a related business support role.
• Strong organizational, communication, and problem-solving skills.
• Exceptional attention to detail and commitment to data accuracy.
• Proficiency with Microsoft Office Suite and the ability to learn and utilize agency technology platforms and CRM systems.
• Ability to manage multiple projects while maintaining a high standard of quality and service.
• Commitment to maintaining confidentiality and exercising sound professional judgment.

Valuable Additions:

• Bachelor's degree.
• Bilingual in Spanish and English.
• Experience working within an insurance agency, employee benefits consulting environment, financial services organization, or other professional services setting.
• Experience supporting employee benefits administration, client renewals, or enrollment platforms such as Employee Navigator.
• Familiarity with agency licensing, carrier appointment processes, or compliance-related documentation.

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
• Comprehensive dental and vision coverage
• 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.

Pay Range: $30 - $34 USD