Patriot Growth Insurance Services, LLC · 1 week ago
Employee Benefits Customer Service Rep (Hybrid)
Patriot Growth Insurance Services, LLC is a growth-focused national insurance services firm. The Employee Benefits Customer Service Representative will support the Employee Benefits department with administrative responsibilities and client service, ensuring accurate benefits administration and high-quality service delivery.
Employee BenefitsInsuranceProperty Insurance
Responsibilities
Monitor and manage the Employee Benefits eligibility inbox
Process employee enrollments, life event changes, and terminations accurately and timely
Assist with resolving eligibility discrepancies with carriers and internal teams
Support Employee Benefits Customer Service Representatives, Account Managers, and Senior Account Managers with daily service needs
Respond to internal service requests and basic client inquiries via email and phone
Assist with cancellations, audits, and billing-related tasks
Enter and maintain policy and eligibility data in the agency management system (Applied EPIC)
Roll policy headers and assist with updating quoting and enrollment systems
Ensure documentation is accurate, complete, and properly maintained
Assist with printing, assembling, and packaging benefit materials
Support audits, data cleanup, and carrier follow-ups
Perform general administrative and clerical tasks to support department operations
Learn employee benefits concepts, carrier processes, and internal workflows
Take on additional responsibilities as skills and experience grow
Qualification
Required
High School Diploma required
0-2 years of experience in an administrative, office, or customer service role
Strong attention to detail and organizational skills
Excellent written and verbal communication skills
Proficiency with Microsoft Office (Outlook, Word, Excel)
Comfortable learning new systems and technologies
Minimum typing speed of 45wpm
Authorized to work in the U.S. without sponsorship
Preferred
Insurance experience a plus, but not required
Benefits
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)
Company
Patriot Growth Insurance Services, LLC
Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions.
Funding
Current Stage
Late StageTotal Funding
$500MKey Investors
Golub CapitalAntares CapitalSummit Partners
2023-11-28Debt Financing· $500M
2022-08-09Debt Financing
2021-02-23Debt Financing
Recent News
2026-01-07
2025-12-16
Company data provided by crunchbase