Customer Service Rep; Hybrid

Careers At Patriot Growth Insurance Services and Partner Agencies

Current job opportunities are posted here as they become available.

About Coremark, A Division of Patriot Growth Insurance Services
:
Founded in 2014 in Sacramento, California, Core Mark 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.

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.

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.

• 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

• 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

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…