Client Service Representative

Employee Benefits Client Service Representative

About Patriot Growth Insurance Services: Founded in 2019, Patriot Growth Insurance Services (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 2024 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in 170 locations and 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.

Position Overview: The Employee Benefits Client Service Representative plays a pivotal role in ensuring that Patriot TX's clients receive timely and accurate assistance with complex claims, billing, and benefit-related inquiries. This position collaborates with all employee benefits employees to facilitate a smooth renewal process and maintains effective communication with carrier representatives. The Client Service Representative is responsible for managing complex client inquiries, updating the client management portal, and providing support to other divisions as needed.

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

Professional Responsibilities

• Build and maintain strong client partnerships by delivering exceptional service and anticipating needs.
• Support clients with claims, billing, and benefits concerns, researching and resolving issues quickly and accurately.
• Serve as a primary contact for clients and carriers, ensuring clear, timely, and professional communication across all channels.
• Collaborate with team members to manage renewals and open enrollment processes smoothly and efficiently.
• Advise clients on federal and state compliance requirements while staying up to date with evolving regulations.
• Maintain accurate and timely updates in client management systems to ensure seamless client service.
• Partner with internal teams to identify trends, address larger client issues, and provide backup support during peak periods.

Qualifications and Requirements

• 2+ years servicing accounts in the employee benefits industry, ideally in customer support or account management.
• Active Texas Life and Health
• High school diploma or equivalent required; associate or bachelor's degree preferred
• Solid understanding of benefit plan types, compliance requirements, and industry best practices.
• Comfortable using BenefitPoint, Microsoft Office Suite, and client management tools.
• Responsive, empathetic, and proactive in enhancing the client experience.
• Strong written and verbal skills to explain complex information clearly and professionally.
• Critical thinking abilities to analyze issues and develop effective client solutions.
• Accuracy in data entry, documentation, and review to ensure integrity and compliance.
• Commitment to staying informed on industry trends, regulations, and professional development.

Why Patriot Growth Insurance Services: We offer the opportunity to be a part of one of the fastest-growing insurance companies 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)

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.