PDCM Insurance Inc. is hiring: Systems and Communication Speciali...
PDCM Insurance Inc. - Dallas, TX, United States, 75215
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Careers At Patriot Growth Insurance Services and Partner Agencies
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About Prospera - GBMB, A Division of Patriot Growth Insurance Services: GBMB Insurance Agency, LLC. was founded in 1983 by Hayden Grona and Jerry Boles as Grona Boles Insurance Agency, Inc. The agency was formed to provide business and personal insurance services to the San Antonio and surrounding communities. In 1997, the agency expanded into employee benefits and Life insurance field with the addition of Bill Martin, and expanded again in 2001 when Chris Bloxsom brought his personal lines expertise to the agency and rounded out the Grona Boles Martin & Bloxsom name.
In 2010 ownership of the agency passed to Bill Martin and Chris Bloxsom and was rebranded to GBMB Insurance Agency, LLC. Jerry Boles continues to work closely with the agency and provides key expertise and knowledge to this day. By 2018 GBMB had outgrown its beloved Isom location and moved a few miles north on highway 281 to our current Oak Creek Court location. In 2023 we celebrated our 40th Anniversary and we opened a second location in New Braunfels! We are proud to say we have clients whom we have served just as long and we also enjoy experienced and loyal staff members who have been with the agency since its inception.
Our firm is located in San Antonio; however we have clients throughout Texas. We work hard to support the community through various service organizations and scholarship fundraisers as well as San Antonio and surrounding counties Livestock Expositions.
Position Overview: We are seeking a detail-oriented and proactive Eligibility and Enrollment Systems Specialist to join our team. This role is crucial in ensuring the correct and timely enrollment of employees in benefit plans, maintaining accurate records, and supporting the overall success of the Prospera Employee Benefits (EB) division. The ideal candidate will be focused on the execution of service items, possess strong technical skills, and be dedicated to providing exceptional support to clients and colleagues.
Work Arrangement: This is a full-time position working in our office located in San Antonio, TX.
Professional Responsibilities:
- Utilize PRA/Patriot required systems such as Keeper, One Drive, BenefitPoint, etc.
- Implement and build clients on Employee Navigator or other designated benefit administration systems (e.g., Paycom, ADP WFN).
- Test build-outs prior to launch and establish data exchanges (EDI, 834edi, API) with carriers and vendors.
- Complete renewal processes and maintain records of enrollments/eligibility on Employee Navigator or other systems.
- Process open enrollment eligibility records with carriers and vendors.
- Update enrollment materials, plan documents, SAR, links, and other employee-facing materials.
- Organize and assist with year-round enrollment efforts, including QLEs, EOIs, COBRA, and other eligibility action items.
- Resolve enrollment errors and discrepancy/error reports from clients, carriers, and vendors.
- Provide reconciliation and audit services in tandem with the Account Management team.
- Assist clients' HR teams with the use of Employee Navigator and provide training and system demos.
- Manage the eligibility mailbox and access carrier portals to ensure timely client eligibility.
- Maintain a legal system of record for eligibility action items.
- Manage deduction reports and coordinate with third-party enrollment vendors as necessary.
- Develop micro-sites and work with EB leadership to set priorities and manage workflow.
- Maintain up-to-date workflow logs and update benefits information on agency management systems.
- Stay informed about industry trends, new product/program developments, coverages, and legislation.
- Project a professional image in action and appearance.
- Interact effectively with internal partners, clients, and carriers to ensure timely responses to outstanding issues.
- Perform other duties as assigned.
Qualifications and Requirements:
- 2+ years of experience in a similar position.
- Strong technical skills and experience with benefit administration systems.
- High school diploma or equivalent; a college degree is a plus.
- Strong written and verbal communication skills.
- Proficiency with Microsoft Office Suite and other standard office software.
- A team-oriented attitude with a passion for driving growth and success.
- Ability to establish and maintain professional working relationships with clients and team members.
- Authorized to work in the U.S. without sponsorship.
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 2,000 employees operating in over 160 locations across 47 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 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 .
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