Customer Service Representative 1 (Remote)

Patriot Growth Insurance Services, LLC; Fairfax (VA); Remote; USD 40,000 - 55,000; Full time

Job summary

A leading insurance services firm is seeking a Customer Service Representative to provide exceptional support to clients, ensuring timely assistance with claims and inquiries. This remote role involves collaboration with various divisions and maintaining strong client relationships. Ideal candidates will have experience in customer support, excellent communication skills, and a commitment to client satisfaction. Join a dynamic team focused on growth and continuous learning.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan with Employer Match

Parental Leave

Paid Time Off (PTO)

Qualifications

• 0 to 3 years of experience in customer support or account management.
• Virginia Life and Health Insurance License can be obtained after hire.

Responsibilities

• Build and maintain strong client relationships.
• Support clients in resolving claims, billing, and benefit questions.
• Update the client management portal regularly.

Skills

Communication

Problem Solving

Customer Support

Attention to Detail

Education

High School Diploma/GED

Associate or Bachelor’s Degree in Business Administration

Tools

CRM

Microsoft Office

Job description

Customer Service Representative 1 (Remote)

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About BBG, A Division of Patriot Growth Insurance Services: For nearly 30 years, Business Benefits Group has been a recognized leader in employee benefits, HR consulting, and business insurance. We support thousands of businesses across various industries to meet their goals and grow. As a benefits-centric agency, we provide the tools, resources, and solutions to address challenges such as rising healthcare costs, regulatory issues, and technological advancements. Our trusted advisors guide clients through these challenges, setting high industry standards as thought leaders.

Position Overview: The Client Service Specialist I ensures BBG's clients receive timely and accurate assistance with claims, billing, and benefit inquiries. This role involves collaborating with agency staff to facilitate renewals, maintaining communication with carrier representatives, managing client inquiries, updating the client management portal, and supporting other divisions as needed.

Work Arrangement: This is a full-time, remote position reporting to our Fairfax, VA office.

Professional Responsibilities:

1. Build and maintain strong client relationships, understanding their needs and delivering exceptional service.
2. Support clients in resolving claims, billing, and benefit questions promptly and accurately, ensuring satisfaction.
3. Manage clients assigned by the Benefits Consultant.
4. Proactively anticipate client needs and offer assistance, providing solutions to other divisions.
5. Collaborate with all divisions to ensure smooth renewal processes and team success.
6. Communicate effectively via phone, email, and other channels with clients and carriers.
7. Foster relationships with carrier representatives.
8. Respond promptly and accurately to inquiries, ensuring clarity and helpfulness.
9. Update the client management portal regularly with accurate information.
10. Participate in team meetings, contribute to strategies, and facilitate Open Enrollment and other initiatives.
11. Ensure compliance with regulations and company policies; engage in ongoing training.
12. Advise clients on federal and state compliance changes as needed.
13. Support enrollment and backlog tasks as requested, especially during peak periods.
14. Maintain accurate client contact details and group addresses in the system.
15. Assist clients with access to carrier platforms.
16. Coordinate with internal divisions regarding client updates and carrier info.

Qualifications And Requirements:

• 0 to 3 years of experience in customer support or account management (Required)
• High School Diploma/GED (Required)
• Virginia Life and Health Insurance License (can be obtained after hire)
• Experience in employee benefits (Preferred)
• Associate or Bachelor’s Degree in Business Administration or related field (Preferred)
• Understanding of employee benefits programs, compliance, trends, and best practices.
• Empathetic, responsive, and proactive in client support.
• Excellent communication skills.
• Strong critical thinking and problem-solving abilities.
• High attention to detail and data accuracy.
• Proficiency in CRM, Microsoft Office, and related tools.
• Organized with good project management skills.
• Committed to industry knowledge and compliance updates.
• Maintain confidentiality and uphold ethical standards.

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-oriented national insurance services firm partnering with agencies across the U.S. Ranked 24th largest broker in the U.S., with over 2,100 employees in 160+ locations, Patriot offers strategic support and resources. We foster a collaborative, growth-focused environment, emphasizing continuous learning and career development.

Benefits: We offer a competitive salary and comprehensive health and welfare benefits, including medical, dental, vision, FSA/HSA, disability, life insurance, EAP, parental leave, holidays, PTO, and a 401(k) plan with employer match. Benefits start the first month after 30 days of employment.

Patriot is an equal opportunity employer committed to diversity and inclusion. We prohibit discrimination and harassment based on protected characteristics. Our hiring is based on qualifications, merit, and business needs. More info on our website.