Benefit Advocate (Hybrid)

Benefit Advocate

Founded in 1984, Intrepid Benefits is a distinguished employee benefits consulting firm headquartered in Newport Beach, California, with additional offices in Denver, Colorado, and Atlanta, Georgia. We are dedicated to delivering innovative solutions and strategic approaches that optimize the value of our clients' benefit programs. Moving beyond traditional models, we combine deep expertise in benefits with comprehensive knowledge of legislation, tax regulations, and subsidies. Our accomplished team is committed to continual learning and effective communication, ensuring our clients receive exceptional guidance and service. Intrepid proudly operates as a subsidiary of Patriot Growth Insurance Services.

To address benefit issues as brought up by employees, acting as the liaison with insurance carriers and providers, educating employees and helping with employee engagement campaigns. The Benefit Advocate is a key role and differentiates Intrepid from other benefit brokerage firms.

This is a hybrid position (2 days in office and 3 days remote) reporting to our office in Denver, CO.

Professional Responsibilities :

• Works directly with employees and their family members to answer questions regarding benefits (ex : Rx benefit, covered procedures, plan provisions, plan limitations, plan selection)
• Acts as a liaison with insurance carriers and providers (hospitals, doctors, dentists, labs) to resolve claims issues and aid with the appeals process
• Assists with prior authorizations
• Helps with ID card requests
• Assists with network searches
• Documents all employee issues, follow-ups, and next steps, tasks and notes in agency CRM
• Reviews quarterly stewardship reports to detect any trend with employee issues
• Helps with employee engagement including creation of "Dear Advocate" communications
• Meets with the Benefit Consultant on a regular basis to discuss work in progress for their clients
• Assists Consultant in creating Federal compliance notices for clients
• Assists in creating and updating the Benefit Guides for clients
• Helps manage employee enrollments, terminations and changes with the carriers and vendors
• Attends training opportunities to increase industry knowledge

Qualifications and Requirements :

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 continual learning and enhanced career opportunities for our dedicated, 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 :

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.