Operations Assistant
Operations · Full-time
Cheshire, CT, USA
Posted on Sep 16, 2026
Operations Assistant
Patriot Growth Insurance Services | Cheshire, CT | Hybrid | Full-Time
Why This Role Matters
As an Operations Assistant, you'll help power the day-to-day operations that keep our teams connected, supported, and productive. This role is ideal for someone who enjoys organization, problem-solving, and working across multiple systems and departments to ensure operational excellence.
You'll serve as a key resource for employee support, system administration, reporting, and training coordination while partnering with colleagues across the organization. From onboarding new team members to supporting strategic initiatives, your work will help create a seamless experience for employees and contribute to the continued growth of the business.
How You'll Make an Impact
- Generate scheduled and ad hoc Epic reports for branches and departments, ensuring teams have accurate data to support decision-making.
- Administer user access across Epic, carrier websites, comparative rating platforms, and RingCentral, including setup, maintenance, troubleshooting, and deactivation.
- Support employee onboarding and offboarding activities, assist with time-off approval processes, and maintain accurate staff directory information.
- Coordinate carrier website training and track continuing education requirements to support employee development and compliance.
- Run motor vehicle reports as required and maintain accurate operational records.
- Monitor shared inboxes and facilitate timely communication across teams.
- Contribute to firmwide initiatives, system migrations, data integration efforts, and merger and acquisition projects that support organizational growth.
Who You Are
- Highly organized and capable of balancing multiple priorities in a fast-paced environment.
- Detail-oriented, with a commitment to accuracy and follow-through.
- A proactive problem solver who enjoys identifying issues and finding effective solutions.
- Comfortable learning new systems and navigating multiple technology platforms.
- A strong communicator who collaborates effectively across departments and teams.
- Trustworthy and discreet when handling confidential employee and business information.
- Adaptable and eager to support evolving operational needs and special projects.
What You Bring
Day One:
- 1 to 2 years of experience within the insurance industry, preferably in a Property & Casualty agency environment.
- Strong organizational and time management skills with the ability to manage multiple projects, deadlines, and competing priorities.
- Excellent verbal and written communication skills.
- Sound professional judgment and the ability to maintain confidentiality.
- Strong technical aptitude and proficiency with Microsoft Excel.
- Ability to learn and work effectively across multiple systems and software platforms.
Valuable Additions:
- Experience working with Epic agency management systems.
- Familiarity with carrier websites, comparative rating tools, and RingCentral.
- Experience supporting employee onboarding and offboarding processes.
- Exposure to system migrations, data integrations, or merger and acquisition activities.
- Continuing education or insurance-related certifications.
Real Benefits for Real Life
At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.
Highlights Include:
- 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
At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.
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. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them.
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.
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.
Pay Range
$30.77—$34.87 USD