Operations Assistant (Hybrid)

Operations Assistant

Founded in 2019, Patriot Growth Insurance Services (Patriot) is a growth-focused national insurance services firm that partners with employee benefits and property & 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.

The Operations Assistant plays a vital role in ensuring the smooth day-to-day operation of the Agency. This position is responsible for streamlining processes, optimizing communication channels, and managing a wide range of administrative tasks that support the overall functionality of the organization.

This is a full-time hybrid position reporting to our office located in Cheshire, CT (Preferred) Kingston, NY, Thornwood, NY, or Enfield, CT.

Professional Responsibilities

• Run Epic reports across branches and departments, both scheduled and ad hoc; partner with Epic support to resolve system issues
• Administer user access across Epic, carrier websites, comparative rating tools, and RingCentral, including setup, removal, and troubleshooting
• Support employee lifecycle activities, including onboarding, offboarding, time-off approvals, and staff directory maintenance
• Coordinate and support carrier website training and continuing education tracking
• Run motor vehicle reports as required
• Monitor and manage shared inboxes and general staff communications
• Provide operational support for firmwide initiatives, including special projects and merger and acquisition activities such as system migration and data integration

Qualifications & Requirements

• 12 years of experience in the insurance industry, preferably within a Property and Casualty agency (preferred)
• Strong organizational skills with the ability to manage multiple priorities, projects, and deadlines with a high degree of accuracy and attention to detail
• Excellent verbal and written communication skills, with sound professional judgment and the ability to maintain confidentiality
• Strong technical aptitude and computer proficiency, including required experience with Microsoft Excel

Patriot offers the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, with a focus on enhanced career opportunities and professional growth.

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. Our benefits include:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA), 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) with employer match

Patriot Growth Insurance Services is an equal opportunity employer 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. Hiring decisions are based solely on qualifications, merit, and business needs at the time.