Employee Benefits CSR (Hybrid)

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 currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 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.

Position Overview: As an Employee Benefits Customer Service Representative, you will play a key role in delivering exceptional service and support to employee benefits clients. This position is responsible for assisting clients with policy servicing, responding to inquiries, processing benefit changes, and supporting claims-related needs. The ideal candidate is detail-oriented, customer-focused, and thrives in a fast-paced environment while balancing multiple priorities and client requests.

You will work closely with Account Managers, carriers, and internal team members to help ensure client satisfaction, retention, and accurate administration of employee benefits programs. By maintaining a strong understanding of employee benefits products and services, you will help clients navigate complex benefit plans and provide timely, effective solutions to their concerns.

If you are proactive, organized, and passionate about delivering high-quality customer service in the employee benefits industry, this position is a great fit for you.

Work Arrangement: This is a full-time hybrid position working in our office located in Dallas, TX.

Professional Responsibilities:

• Respond to inquiries and requests from employee benefits clients via phone, email, and in person.
• Assist with the servicing and administration of employee benefits plans, including enrollments, terminations, eligibility updates, and policy changes.
• Support clients with claims inquiries, provide claim status updates, and coordinate with carriers to help resolve issues.
• Maintain regular communication with clients regarding policy updates, renewals, billing, and benefit-related changes.
• Prepare, review, and process employee benefits documentation while ensuring accuracy and compliance with industry regulations and agency procedures.
• Address client concerns and collaborate with carriers, Account Managers, and internal departments to provide timely resolutions.
• Build and maintain strong professional relationships with clients to support retention and overall client satisfaction.
• Enter and maintain accurate client and policy information within the agency management system and CRM platform.
• Work closely with Account Managers, Producers, and carrier representatives to ensure efficient processing and servicing of employee benefits accounts.
• Provide clients with billing information, payment options, and assistance with payment-related inquiries.
• Ensure compliance with