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 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 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.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

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.

A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

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.