Employee Benefits Account Coordinator

Bridge Specialty Group • Portland, OR

9d

About The Position

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits Account Coordinator to join our growing team in Portland, OR! The Account Coordinator assists a team of Employee Benefits Account Managers with routine tasks while learning the Employee Benefits Insurance Industry. Functions may include data entry/processing, filing, reviewing contracts, and peer reviewing customer materials. Additionally, the AC will be actively engaged in learning activities such as in-house training courses, mentoring, and industry certification in preparing to move into the Account Manager, Technical Analyst or Marketing Analyst position in the future. How You Will Contribute: Supports a team of Small and/or Large Group Account Managers Perform routine clerical tasks including data entry and filing including renewing customers’ benefit plans in BAM Review and update plan attributes in BAM following each renewal Save sold plans and rates in ImageRight Work with carriers to request materials for customers (e.g., Open Enrollment materials) and/or follow up on previous requests made by AMs Support AMs with processing adds, terms or changes to employee enrollments Communicate with carriers regarding customer billing discrepancies or simple claims issues Generate personalized forms for each customer (e.g., Annual Compliance Notices) Review carrier contracts for accuracy Draft employee communications materials for peer review by AM

Requirements

• Bachelor’s Degree (BA/BS) or be a high school graduate with a minimum of one (1) year of office environment experience; other combination of work and/or education will be considered
• Willingness and desire to learn about Employee Benefits
• Fluent with Microsoft Windows, Office 365, Word, and Excel
• Ability to learn software program at an accelerated ability
• Exceptional telephone demeanor
• Must have excellent customer service and interpersonal skills
• Maintain a high level of confidentiality

Responsibilities

• Supports a team of Small and/or Large Group Account Managers
• Perform routine clerical tasks including data entry and filing including renewing customers’ benefit plans in BAM
• Review and update plan attributes in BAM following each renewal
• Save sold plans and rates in ImageRight
• Work with carriers to request materials for customers (e.g., Open Enrollment materials) and/or follow up on previous requests made by AMs
• Support AMs with processing adds, terms or changes to employee enrollments
• Communicate with carriers regarding customer billing discrepancies or simple claims issues
• Generate personalized forms for each customer (e.g., Annual Compliance Notices)
• Review carrier contracts for accuracy
• Draft employee communications materials for peer review by AM

Benefits

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

What This Job Offers

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