Benefits Technology Assistant

About Patra

Patra is an outcome-focused operating partner working exclusively for the insurance industry. Combining expert global teams, process intelligence, and purpose-built technology, Patra delivers measurable results to clients. With 20 years of deep domain expertise, exceptional client retention rates, and significant sustained investment in AI, Patra partners with agencies, brokers, MGAs, MGUs, and carriers to transform how insurance operations are delivered.

About this job

Reporting to the Senior Manager Benefits Technology Implementation, the Benefits Technology Assistant will perform administrative and clerical duties, such as providing general office support and strong communication skills. In this role, you will work closely with US-based team members to support the setup of BenAdmin processes and workflows.

Patra Core Competencies:

• Knows the Business
• Leads Others
• Accountable
• Team Player

Core Duties by Competency:

Knows the Business

• Gain a deep understanding of Patra's business and strategy.
• Participate in document management.
• Manage business communications with internal/external stakeholders.
• Other Administrative Specialist related tasks as required.

Leads Others

• Actively share knowledge and experience through data entry and processing.
• Demonstrates the ability to work well with Patra colleagues and clients and with external organizations.
• Follow established guidelines to focus on details and complete tasks attentively and thoroughly.

Accountable

• BenAdmin-related tasks - report generating and preparation.
• Ability to handle multiple tasks, prioritize work, and maintain accuracy.
• Ability to deliver quality and on-time deliverables aligned with client expectations.
• Multi-tasks and maintains acceptable production.

Team Player

• Perform all duties with a level of integrity and honesty that positively represents Patra.
• Participates in quality and productivity reviews and provides feedback to management.
• Other duties as assigned.

Minimum Requirements

• Work non-standard hours to align with US-based teams.
• Minimum of 2 years of insurance transaction processing experience.
• Minimum of 1 year of employee benefits technology experience.
• Experience with Ease or Employee Navigator is preferred.
• Proficiency with Microsoft Office Suite, including Word, Excel, and Outlook.
• Other duties as assigned.

Working Conditions

• Work from home
• Physically able to work night shift
• Minimum internet speed of 25 mbps download and 25 mbps upload; Directly connected to modem; No satellite

Work Standards

• Interpersonal Skills:
• Demonstrates the ability to work well with Patra colleagues and clients and with external organizations
• Promotes a Culture of Respect & Safety:
• Demonstrates commitment to personal responsibility and value for safety and respect; Communicates concerns
• Compliance:
• Subject to and expected to comply with all applicable Patra Corp policies and procedures.

Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.