Insurance Admin Assistant Jobs in Silver Spring, MD

About BBG, A Division of Patriot Growth Insurance Services: For nearly 30 years, Business Benefits Group has remained a recognized leader in employee benefits, HR consulting, and business insurance. We have supported thousands of businesses across many industries to help to meet their goals and achieve more as a business. We remain a benefits-centric agency, bringing the tools, resources, and solutions that employers should expect to address new challenges with rising health care costs, regulatory issues, and advancements in technology. Our team of trusted advisors help to lead our clients through these challenges, and more while also setting a high bar for our industry as a thought leader within the industry.

Position Overview: The 401(k) Administrator provides administrative and operational support to the Retirement Plan Benefits Division. This role is responsible for maintaining organized systems, supporting internal processes, and assisting with client- and individual-level servicing to ensure efficient operations and a high level of service for clients and internal stakeholders.

Work Arrangement: This is a part-time position reporting to our office located in Fairfax, VA.

Professional Responsibilities:

• Develop and distribute a weekly retirement-focused newsletter using approved content sources.
• Maintain accurate asset tracking, relationship records, and broker involvement details.
• Organize and manage SharePoint files, ensuring client, prospect, onboarding, and archived materials are current and properly maintained.
• Manage internal tracking systems related to prospecting, onboarding, compliance, fiduciary training, and financial education initiatives.
• Coordinate employee and individual client activities, including meeting scheduling, financial education requests, rollovers, and service inquiries.
• Support client relationships by organizing meetings, tracking services, and assisting with financial needs assessments.
• Assist with comparative fund analysis, virtual meetings, and data research to support client recommendations.
• Draft and edit client communications, presentations, spreadsheets, and reports.
• Perform additional administrative and client service tasks as assigned.

Qualifications and Requirements:

• 2+ years of experience in administrative, retirement plan, or financial services support.
• Associate degree in Business Administration, Finance, or a related field required.
• Bachelors degree preferred.
• Familiarity with retirement plans or financial services strongly preferred.
• Strong organizational skills with the ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Client-focused mindset with the ability to provide responsive, empathetic support.
• Strong problem-solving skills and attention to detail.
• Ability to collaborate effectively in a team environment.
• Proficiency with CRM systems, Microsoft Office Suite, and collaboration tools.
• Commitment to confidentiality, ethical standards, and continuous learning.

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 in over 45 states, Patriots 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:

• 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 Parental Leave
• Paid holidays
• Personalized PTO
• 401(k) with employer match

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.