Agency Support Specialist
Arvor Insurance
CA$30 - CA$34 / hour
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Description
Agency Support Specialist
Why This Role Matters
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
- 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
Pay Range: Posted below*
*Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.
Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.
Benefits
- health insurance
- vision insurance
- 401(k)
- paid time off
- stock options
- parental leave
- life insurance
- sick leave
About this role
Arvor Insurance's Employee Benefits operations team is looking for someone to serve as the backbone of agency support—managing client materials, enrollment platforms, compliance documentation, and the administrative workflows that keep client renewals and benefit administration on track. You'd work hybrid from San Diego, partnering with Account Executives, producers, and leadership to ensure clients have accurate, timely access to benefit guides, enrollment resources, and plan documents. The work spans creating and maintaining benefit landing pages, uploading and organizing materials in platforms like Employee Navigator, conducting document audits for accuracy, executing email campaigns, and handling licensing and carrier appointment tasks.
This role suits someone with 1 to 3 years of operations or administrative experience—ideally in an insurance agency, benefits consulting, or financial services setting—who thrives on organization, detail, and managing multiple priorities simultaneously. You'll need strong communication skills, proficiency with Microsoft Office and the ability to learn agency-specific systems quickly, and a genuine commitment to accuracy and confidentiality. A bachelor's degree and bilingual Spanish-English fluency are valued additions, as is prior exposure to employee benefits administration or compliance processes.
Patriot Growth, a fast-growing national insurance services firm ranked 25th among U.S. brokers and on the 2025 Inc. 5000 list, offers a comprehensive benefits package including multiple medical plans with preventive care at 100%, free virtual healthcare, employer-paid disability, paid parental leave, flexible PTO, 401(k) matching, and an Employee Assistance Program. The salary range is $30,000 to $34,000 annually.
This role's local market on JobMinglr
Pay for this role
$30 to $34 per hour
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