<div style="font-family: 'Segoe UI'; font-size: 14px; font-style: normal; font-weight: 400; line-height: 20px;"> <h1>Agency Support Specialist</h1> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><strong>Patriot Growth Insurance Services</strong> | <strong>San Diego, CA</strong> | <strong>Hybrid</strong> | <strong>Full-Time</strong></div> <h2>Why This Role Matters</h2> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">As an Agency Support Specialist, you'll help keep our Employee Benefits operations running smoothly while supporting the teams and processes that drive an exceptional client experience. Your attention to detail, organizational skills, and commitment to service will play a vital role in ensuring client materials, benefit resources, and agency operations remain accurate, timely, and well-managed.</div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">In this role, you'll partner closely with Account Executives, agency leadership, producers, and communication teams to support client renewals, benefit administration, operational processes, and agency initiatives. You'll be a valued team member who helps ensure clients and internal stakeholders have the resources and support they need to succeed.</div> <h2>How You'll Make an Impact</h2> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Create and maintain employee benefit guides that help clients understand and utilize their benefits offerings.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Upload, organize, and maintain enrollment materials and benefit documentation within Employee Navigator and other client enrollment platforms.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Develop and update client benefit landing pages during renewals and throughout the plan year to ensure information remains accurate and accessible.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Prepare, maintain, and distribute ERISA Wrap Plan Documents to support client compliance needs.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Execute pre-designed email marketing campaigns for designated client and prospect audiences.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Conduct routine audits of client documents, identifying and correcting discrepancies to ensure data accuracy and completeness.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Support agency licensing, carrier appointments, and administrative activities that contribute to operational efficiency.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Provide administrative assistance to Agency Principals and support the upkeep of individual life insurance and other producer-managed policies.</li> </ul> <h2>Who You Are</h2> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Highly organized and able to balance multiple priorities while meeting deadlines.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Detail-oriented and committed to producing accurate, high-quality work.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Service-focused, approaching clients and colleagues with professionalism, responsiveness, and empathy.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">A strong communicator who conveys information clearly and effectively in both written and verbal formats.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Collaborative and team-oriented, with a willingness to support colleagues across the agency.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Resourceful and proactive when solving problems and navigating changing priorities.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Comfortable learning new systems and leveraging technology to improve efficiency and accuracy.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Committed to maintaining confidentiality and handling sensitive information responsibly.</li> </ul> <h2>What You Bring</h2> <h3>Day One:</h3> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">High School Diploma or GED.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">1 to 3 years of experience in operations, administration, insurance agency support, or a related business support role.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Strong organizational, communication, and problem-solving skills.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Exceptional attention to detail and commitment to data accuracy.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Proficiency with Microsoft Office Suite and the ability to learn and utilize agency technology platforms and CRM systems.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Ability to manage multiple projects while maintaining a high standard of quality and service.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Commitment to maintaining confidentiality and exercising sound professional judgment.</li> </ul> <h3>Valuable Additions:</h3> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Bachelor's degree.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Bilingual in Spanish and English.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Experience working within an insurance