Account Coordinator - Employee Benefits

Brown & Brown Insurance • Portland, OR

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About The Position

Brown & Brown is seeking an Account Coordinator, Employee Benefits to join its team in Portland, Oregon. The Account Coordinator assists a team of Employee Benefits Account Managers with routine tasks while learning about the Employee Benefits Insurance Industry. Work may include data entry and processing, filing, reviewing contracts, and peer reviewing customer materials.

The role also involves learning through in-house training courses, mentoring, and industry certification, in preparation for a potential future move into an Account Manager, Technical Analyst, or Marketing Analyst position.

Requirements

• Bachelor’s degree (BA/BS), or high school graduation and at least one year of office environment experience; other combinations of work and/or education will be considered.
• Willingness and desire to learn about Employee Benefits.
• Fluency with Microsoft Windows, Office 365, Word, and Excel.
• Ability to learn software programs quickly.
• Exceptional telephone demeanor.
• Excellent customer service and interpersonal skills.
• Ability to maintain a high level of confidentiality.

Responsibilities

• Support a team of 5–6 Small and Large Group Account Managers.
• Perform routine clerical tasks, including data entry and filing of information and materials related to customers’ employee benefits plans.
• Work with insurance carriers to request customer materials, such as Open Enrollment materials, and follow up on previous requests made by Account Managers.
• Support Account Managers with processing adds, terms, or changes to employee enrollments.
• Communicate with carriers about customer billing discrepancies or simple claims issues.
• Generate personalized forms for each customer, such as Annual Compliance Notices.
• Review carrier contracts for accuracy.
• Draft employee communications materials for review by an Account Manager.
• Organize carrier meetings for the Benefits team, including calendaring and onsite support.
• Read and respond to all emails within one business day.
• On occasion, pull files from BAM and email them to Producers at an Account Manager’s request.
• Participate in learning activities such as in-house training, mentoring, and industry certification.

Benefits

• Medical and prescription drug coverage
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Employee stock purchase plan (ESPP)
• 401(k)
• Student loan assistance
• Tuition reimbursement
• Free mental health and enhanced advocacy services
• Paid time off
• Paid holidays
• Preferred partner discounts

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level