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Systems and Communication Specialist Job at PDCM Insurance Inc. in Southlake

Systems and Communication Specialist Job at PDCM Insurance Inc. in Southlake

MediabistroSouthlake, TX, United States
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Careers At Patriot Growth Insurance Services and Partner Agencies

Current job opportunities are posted here as they become available.

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 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 across 48 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.

Position Overview : 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 Southlake, TX, with a potential remote work arrangement available.

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.
  • Why Patriot Growth Insurance Services : We offer 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, 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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    Communication Job At • Southlake, TX, United States

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