Sales Assistant (Remote) at Patriot Growth Insurance Services – Palos Verdes, California

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 & 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: We are seeking a detail-oriented Sales Assistant to support our sales and client service teams within the individual health and Medicare space. This role plays a critical part in ensuring accurate application processing, client communication, and policy administration. The ideal candidate is organized, responsive, and thrives in a fast-paced environment supporting both internal teams and external partners.

Work Arrangement: This is a full-time remote position reporting to our office located in Palos, Verdes, CA.

Professional Responsibilities:

• Process and manage individual health, Medicare, and life insurance applications, ensuring accuracy, compliance, and timely submission.
• Serve as a point of contact for clients, external agents, and carriers, providing updates, resolving issues, and verifying coverage details.
• Track application status, confirm policy approvals, and ensure correct effective dates and plan enrollments.
• Support billing and policy administration, including premium notifications, renewals, terminations, and database updates.
• Assist with claims processing and follow up on billing or coverage-related inquiries.
• Collaborate with internal teams and external partners to address product, enrollment, and service-related questions.
• Maintain accurate documentation and ensure all daily tasks and service requests are completed within established timelines.
• Gather and organize sales materials and resources for Medicare and individual health products.

Qualifications and Requirements:

• 1+ years of experience in a customer service or administrative support role.
• High School Diploma or GED required; Bachelor’s degree in Business Administration or related field preferred.
• Knowledge of health insurance products, including Medicare and Individual & Family Plans (IFP), preferred.
• Familiarity with insurance claims processing and life insurance administration preferred.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
• Strong attention to detail with the ability to manage data accurately and maintain organized records.
• Excellent communication and interpersonal skills, with a customer-focused mindset.
• Ability to prioritize tasks, adapt to changing demands, and work effectively in a team environment.

Why us: Patriot offers 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, with a focus on enhanced career opportunities and professional growth.

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. Our benefits include:

• 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) with employer match

Pay Range: $28.84 - $36.05 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.