Employee Benefits Customer Service Rep (Hybrid)

Patriot Growth Insurance Services and Partner AgenciesSacramento, CA
22h$21 - $24Hybrid

About The Position

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.

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 45wpm
  • Authorized to work in the U.S. without sponsorship

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

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)
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