Employee Benefits Customer Service Rep (Hybrid)
Patriot Growth Insurance Services, LLC, Sacramento, California, United States, 95828
About Coremark, A Division of Patriot Growth Insurance Services
Founded in 2014 in Sacramento, California, CoreMark Insurance Services is a trusted mid‑sized, full‑service independent insurance agency. We are dedicated to delivering exceptional and proactive expertise to all our valued clients, regardless of their size. Understanding the everyday risk management challenges that today’s business owners face, we are committed to solving issues before they turn into costly problems. Guided by our core principles of Excellence, Growth, Profitability, and Profit Sharing (EGPP), we strive to provide personalized insurance plans designed to meet our clients' specific needs. As a division of Patriot Growth Insurance Services, we offer a comprehensive range of services, including commercial and workers’ compensation insurance, employee benefits, personal lines, and health reform solutions.
Position Overview The Employee Benefits Customer Service Representative (CSR) I is an entry‑level position that supports the Employee Benefits department with day‑to‑day service and administrative responsibilities. This role is ideal for someone to begin or grow a career in employee benefits and the insurance industry. The primary responsibility of this role is managing the eligibility inbox, including processing employee enrollments, changes, and terminations. The Customer Service Representative will also assist the Employee Benefits team with administrative, system, and client service support to ensure accurate benefits administration and high‑quality service delivery.
Work Arrangement This is a full‑time position requiring in‑office support four days per week and working from home one day per week. This position will support our office located in Sacramento, CA.
Key Responsibilities Eligibility & Benefits Administration
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
Client & Team Support
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
Systems & Data Management
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
Administrative Support
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
Learning & Development
Learn employee benefits concepts, carrier processes, and internal workflows
Take on additional responsibilities as skills and experience grow
Qualifications And Requirements
High School Diploma required
0-2 years of experience in an administrative, office, or customer service role (insurance experience a plus, but not required)
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 45 wpm
Authorized to work in the U.S. without sponsorship
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 ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest‑growing companies. With more than 2,100 employees operating in over 160 locations across 48 states, Patriot's 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.
Benefits 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)
Pay Range $21 - $24 per hour, depending on experience.
Equal Opportunity Employer Statement 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.
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Position Overview The Employee Benefits Customer Service Representative (CSR) I is an entry‑level position that supports the Employee Benefits department with day‑to‑day service and administrative responsibilities. This role is ideal for someone to begin or grow a career in employee benefits and the insurance industry. The primary responsibility of this role is managing the eligibility inbox, including processing employee enrollments, changes, and terminations. The Customer Service Representative will also assist the Employee Benefits team with administrative, system, and client service support to ensure accurate benefits administration and high‑quality service delivery.
Work Arrangement This is a full‑time position requiring in‑office support four days per week and working from home one day per week. This position will support our office located in Sacramento, CA.
Key Responsibilities Eligibility & Benefits Administration
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
Client & Team Support
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
Systems & Data Management
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
Administrative Support
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
Learning & Development
Learn employee benefits concepts, carrier processes, and internal workflows
Take on additional responsibilities as skills and experience grow
Qualifications And Requirements
High School Diploma required
0-2 years of experience in an administrative, office, or customer service role (insurance experience a plus, but not required)
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 45 wpm
Authorized to work in the U.S. without sponsorship
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 ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest‑growing companies. With more than 2,100 employees operating in over 160 locations across 48 states, Patriot's 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.
Benefits 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)
Pay Range $21 - $24 per hour, depending on experience.
Equal Opportunity Employer Statement 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.
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