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.
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
Skills
- 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
- 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 Overview